Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in CTO held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3.6M | $77.6M | +9.4% | 9.621% | 0.00% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.6M | $35.1M | +0.6% | 4.352% | 0.00% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 1.4M | $29.8M | +2.7% | 3.696% | 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.
Filings activity in CTO during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 219 | +11% | 66.72% | +3.42 pp | $505M | +37% |
| Q1 2026 | 198 | +2.6% | 63.30% | 0.35 pp | $368M | +3.2% |
| Q4 2025 | 193 | +11% | 63.65% | +0.44 pp | $357M | +13% |
| Q3 2025 | 174 | +3.6% | 63.21% | +1.48 pp | $317M | 3.9% |
| Q2 2025 | 168 | 6.7% | 61.73% | 5.01 pp | $330M | 14% |
| Q1 2025 | 180 | 2.7% | 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.
Quick answers to the most common questions about buying CTO stock.
Based on Q2 2026 13F filings, institutional ownership of CTO Realty Growth, Inc. stands at 66.7%, held across 219 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of CTO, with approximately 3,606,519 shares worth $0.08B as of Q2 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of CTO, including TWO SIGMA INVESTMENTS, LP, CITADEL ADVISORS LLC.
Our composite Smart Money Score for CTO is 73 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
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