| 0.00% |
| 4 | TWO SIGMA INVESTMENTS, LP | 1.4M | $29.2M | +54.0% | 3.623% | 0.02% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 1.0M | $21.8M | +21.1% | 2.706% | 0.00% |
| 6 | STATE STREET CORP | 733K | $15.8M | +3.2% | 1.955% | 0.00% |
| 7 | HEITMAN REAL ESTATE SECURITIES LLC | 710K | $15.3M | -4.3% | 1.895% | 0.98% |
| 8 | Cutler Capital Management, LLC | 651K | $14.0M | -1.2% | 1.737% | 3.64% |
| 9 | Invesco Ltd. | 572K | $12.3M | +6.2% | 1.527% | 0.00% |
| 10 | GRACE & WHITE INC /NY | 559K | $12.0M | -5.5% | 1.490% | 1.90% |
| 11 | MILLER VALUE PARTNERS, LLC | 540K | $11.6M | -2.9% | 1.440% | 2.74% |
| 12 | DIMENSIONAL FUND ADVISORS LP | 469K | $10.1M | +5.7% | 1.251% | 0.00% |
| 13 | MORGAN STANLEY | 458K | $9.9M | +18.1% | 1.222% | 0.00% |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 458K | $9.9M | +46.7% | 1.222% | 0.00% |
| 15 | Man Group plc | 379K | $8.2M | +53.5% | 1.012% | 0.01% |
| 16 | Qube Research & Technologies Ltd | 369K | $7.9M | +832.7% | 0.984% | 0.01% |
| 17 | Leeward Investments, LLC - MA | 350K | $7.5M | -2.1% | 0.933% | 0.34% |
| 18 | KENNEDY CAPITAL MANAGEMENT LLC | 330K | $7.1M | -1.6% | 0.880% | 0.13% |
| 19 | State of New Jersey Common Pension Fund D | 299K | $6.4M | +3.5% | 0.798% | 0.02% |
| 20 | NORTHERN TRUST CORP | 294K | $6.3M | +11.2% | 0.784% | 0.00% |
| 21 | CITADEL ADVISORS LLC | 266K | $5.7M | -29.7% | 0.709% | 0.00% |
| 22 | UBS Group AG | 247K | $5.3M | +5.1% | 0.660% | 0.00% |
| 23 | Russell Investments Group, Ltd. | 235K | $5.1M | +10.7% | 0.627% | 0.00% |
| 24 | AQR CAPITAL MANAGEMENT LLC | 235K | $5.1M | +42.3% | 0.626% | 0.00% |
| 25 | Boston Partners | 234K | $5.0M | +16.3% | 0.625% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in CTO — a direct measure of their conviction.
| 66.74% |
| 2.19 pp |
| $384M |
| 5.2% |
| Q4 2024 | 185 | +3.9% | 68.93% | +6.58 pp | $406M | +23% |
| Q3 2024 | 178 | — | 62.35% | — | $330M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
30 institutions opened new positions in CTO during Q2 2026, while 9 fully exited. 162 added to existing positions and 23 trimmed.
CTO institutional ownership rose by 3.42 percentage points quarter-over-quarter, with a net change of +21 holders.
The top 10 institutions account for 52.0% of all reported 13F value in CTO, and the top 25 account for 74.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
CTO Realty Growth, Inc. (CTO) Institutional Ownership