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Equibles

MORGAN STANLEY

Position in CTO — CTO Realty Growth, Inc.

CIK 895421 NEW YORK, NY
Back to CTO Full portfolio

Position in CTO

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$9,856,052
+$2,683,434 QoQ
Shares Held
458,208
+18.1% QoQ
Ownership
1.36%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#14
of 218 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority Sole 55% Shared 0% None 45%

Common Shares in CTO Over Time

Shares Held

Position Value (USD)

Position in REIT - Diversified

Real Estate · as of Jun 30, 2026

MORGAN STANLEY holds $596,229,214 across 16 REIT - Diversified names. CTO ranks #9 (1.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 VICI
Vici Properties Inc.
 9,157,668 $243,136,079
2 WPC
W. P. Carey Inc.
 2,047,971 $146,429,924
3 JBGS
JBG SMITH Properties
 3,941,026 $57,814,849
4 BNL
Broadstone Net Lease, Inc.
 1,571,937 $32,491,934
5 GNL
Global Net Lease, Inc.
 3,098,025 $27,696,340
6 AAT
American Assets Trust, Inc.
 953,785 $23,548,949
7 SAFE
Safehold Inc.
 793,269 $12,454,319
8 NXDT
Nexpoint Diversified Real Estate Trust
 2,243,416 $11,643,326

All Filings in CTO

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22 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $9,856,052 458,208
2026-03-31 $7,172,618 387,919
2025-12-31 $8,685,650 471,790
2025-09-30 $8,133,908 499,013
2025-06-30 $9,511,378 551,065
2025-03-31 $9,615,489 497,954
2024-12-31 $9,194,436 466,486
2024-09-30 $8,593,063 451,791
2024-06-30 $6,769,727 387,728
2024-03-31 $5,008,721 295,500
2023-12-31 $4,656,030 268,669
2023-09-30 $3,841,346 236,974
2023-06-30 $3,829,741 223,439
2023-03-31 $3,741,446 216,770
2022-12-31 $3,724,328 203,738
2022-09-30 $3,453,497 184,285
2022-06-30 $2,823,919 46,203
2022-03-31 $2,370,278 35,740
2021-12-31 $2,016,474 32,831
2021-09-30 $1,778,377 33,080
2021-06-30 $1,588,365 29,678
2021-03-31 $1,129,658 21,720