Position in CTO
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$431,705
-$4,973 QoQ
Shares Held
20,070
-15.0% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#113
of 219 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in CTO Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $32,913,532 across 12 REIT - Diversified names. CTO ranks #8 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VICI |
Vici Properties Inc.
|
702,443 | $18,649,861 | |
| 2 | WPC |
W. P. Carey Inc.
|
103,649 | $7,410,903 | |
| 3 | BNL |
Broadstone Net Lease, Inc.
|
68,149 | $1,408,639 | |
| 4 | ESRT |
Empire State Realty Trust, Inc.
|
243,814 | $1,319,033 | |
| 5 | AAT |
American Assets Trust, Inc.
|
48,540 | $1,198,452 | |
| 6 | GOOD |
Gladstone Commercial Corp
|
49,659 | $610,805 | |
| 7 | JBGS |
JBG SMITH Properties
|
41,208 | $604,521 | |
| 8 | CTO |
CTO Realty Growth, Inc.
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|
20,070 | $431,705 |
All Filings in CTO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $431,705 | 20,070 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $436,678 | 23,617 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $403,086 | 21,895 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $321,273 | 19,710 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $218,753 | 12,674 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||