JACOBS LEVY EQUITY MANAGEMENT, INC
Position in CTO — CTO Realty Growth, Inc.
CIK 884414
FLORHAM PARK, NJ
Position in CTO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,168,638
+$924,892 QoQ
Shares Held
100,820
+38.9% QoQ
Ownership
0.298%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#45
of 218 holders
Holding Since
Mar 2021
11 quarters on record
Voting authority
Sole 63%
Shared 0%
None 37%
Common Shares in CTO Over Time
Shares Held
Position Value (USD)
Position in REIT - Diversified
Real Estate · as of Jun 30, 2026JACOBS LEVY EQUITY MANAGEMENT, INC holds $9,512,382 across 2 REIT - Diversified names. CTO ranks #2 (22.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AAT |
American Assets Trust, Inc.
|
297,438 | $7,343,744 | |
| 2 | CTO |
CTO Realty Growth, Inc.
This page
|
100,820 | $2,168,638 |
All Filings in CTO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,168,638 | 100,820 | Shares | Sole | 2026-08-14 | |
| 2023-06-30 | $1,243,746 | 72,564 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,703,527 | 98,698 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,891,358 | 103,466 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,138,758 | 114,128 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,368,518 | 38,752 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,543,309 | 38,349 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,415,706 | 39,331 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,162,173 | 40,219 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,272,298 | 42,457 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,567,948 | 30,147 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||