DIMENSIONAL FUND ADVISORS LP

Position in CTO — CTO Realty Growth, Inc.

CIK 354204 AUSTIN, TX

Position in CTO

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$8,204,861

+$495,546 QoQ

Shares Held

443,746

+6.0% QoQ

Ownership

1.31%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 93.08297990291744.ToString("F0")% Shared 6.917020097082566.ToString("F0")% None 0.ToString("F0")%

Real Estate · as of Mar 31, 2026

DIMENSIONAL FUND ADVISORS LP holds $781,550,847 across 11 REIT - Diversified names. CTO ranks #8 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VICI	Vici Properties Inc.	15,457,602	$422,301,686
2	WPC	W. P. Carey Inc.	3,348,132	$227,539,049
3	BNL	Broadstone Net Lease, Inc.	2,696,795	$49,270,442
4	GNL	Global Net Lease, Inc.	2,777,932	$26,001,443
5	JBGS	JBG SMITH Properties	887,621	$12,968,141
6	AAT	American Assets Trust, Inc.	616,883	$11,356,814
7	ESRT	Empire State Realty Trust, Inc.	1,940,596	$10,091,097
8	CTO	CTO Realty Growth, Inc. This page	443,746	$8,204,861

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$8,204,861	443,746	+6.0%	Shares	Sole	2026-05-07
2025-12-31	$7,709,315	418,757	+2.8%	Shares	Sole	2026-02-12
2025-09-30	$6,642,054	407,488	+6.5%	Shares	Sole	2025-11-12
2025-06-30	$6,606,418	382,759	+9.1%	Shares	Sole	2025-08-12
2025-03-31	$6,777,383	350,978	+3.2%	Shares	Sole	2025-05-13
2024-12-31	$6,701,476	340,004	+11.3%	Shares	Sole	2025-02-13
2024-09-30	$5,811,711	305,558	+2.0%	Shares	Sole	2024-11-07
2024-06-30	$5,228,115	299,434	+0.4%	Shares	Sole	2024-08-09
2024-03-31	$5,053,336	298,132	+1.1%	Shares	Sole	2024-05-10
2023-12-31	$5,112,520	295,010	+0.6%	Shares	Sole	2024-02-07
2023-09-30	$4,754,326	293,296	+2.6%	Shares	Sole	2023-11-09
2023-06-30	$4,901,472	285,967	+3.8%	Shares	Sole	2023-08-09
2023-03-31	$4,754,971	275,491	+7.7%	Shares	Sole	2023-05-12
2022-12-31	$4,674,631	255,724	+8.8%	Shares	Sole	2023-02-09
2022-09-30	$4,403,485	234,978	+196.9%	Shares	Sole	2022-11-10
2022-06-30	$1,612,686	79,157	-3.7%	Shares	Sole	2022-08-12
2022-03-31	$1,816,308	82,161	-22.4%	Shares	Defined	2022-05-13
2021-12-31	$2,168,327	105,910	-32.3%	Shares	Defined	2022-02-09
2021-09-30	$2,801,917	156,357	-27.0%	Shares	Defined	2021-11-12
2021-06-30	$3,820,453	214,151	-24.2%	Shares	Defined	2021-08-12
2021-03-31	$4,896,213	282,419	—	Shares	Defined	2021-05-14
No filing history on record for this holder in this stock.