CTO Realty Growth

CTO • NYSE

CTO Realty Growth is a reit - diversified company in the real estate sector on NYSE, led by John P. Albright, with a market cap of $575.6M. As of Q3 2025, 62% of shares are held by 175 institutional investors, with VANGUARD GROUP INC as the largest holder at 9.53%.

CEOJohn P. Albright

Market Cap$575.6M

REIT - Diversified

Real Estate

Employees33.0

Websitectoreit.com

Country

United States of America

Overview

Overview of institutional ownership in CTO as of Q3 2025 with a market cap of $536.9M

All Institutions

Institutions: 175
Value Held: $334.6M
Shares Held: 20.5M
Avg Position: $1.9M
Median Position: $218.9K

Hedge Funds

Hedge Funds: 17
Value Held: $29.8M
Shares Held: 1.8M
Avg Position: $1.8M
Median Position: $1.1M

Ownership Breakdown

Institutional (non-HF)

56.76%

$304.7M

Hedge Funds

5.56%

$29.8M

Retail & Other

37.68%

$202.3M

Based on market cap of $536.9M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in CTO as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$51.2M 0.00% of portfolio	9.53% 3.1M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
B BlackRock, Inc. Institution	-	$48.3M 0.00% of portfolio	8.99% 3.0M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$13.1M 0.00% of portfolio	2.43% 800.7K shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
H HEITMAN REAL ESTATE SECURITIES LLC Real Assets	Charles Pinckney Harbin Managing Partner	$12.8M 0.88% of portfolio	2.39% 786.8K shares	Q4 2022 Held for 2y 11m	$1.5B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$11.3M 0.00% of portfolio	2.10% 692.1K shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
Cutler Capital Management, LLC Hedge Fund•Convert Bond Arb	Geoffrey Kristopher Allan Dancey President	$10.8M 5.26% of portfolio	2.02% 665.0K shares	Q3 2022 Held for 3y 2m	$205.9M
Invesco Ltd. ETF Provider	Brian Christopher Hartigan CEO	$10.8M 0.00% of portfolio	2.02% 664.3K shares	Q1 2020 Held for 5y 8m	$633.08B
G GRACE & WHITE INC /NY RIA/Wealth	Marc Emil Ravitz President	$10.0M 2.09% of portfolio	1.87% 615.7K shares	≤ Q2 2013 Held for 12y 5m+	$481.2M
L LSV ASSET MANAGEMENT Long Only Manager	Josef Nmn Lakonishok CEO	$8.8M 0.02% of portfolio	1.63% 538.3K shares	Q3 2021 Held for 4y 2m	$45.1B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$8.1M 0.00% of portfolio	1.51% 499.0K shares	≤ Q2 2013 Held for 12y 5m+	$1.65T

Net Capital Flow

Institutional buying and selling activity for CTO in Q3 2025

Traded: +$176.9K
Buyers: 89
Sellers: 66
Total Bought: +$28.6M
Total Sold: −$28.4M
Avg Position: $1.8M

Biggest Buyers

Institution	Net Bought	Current Position
SummitTX Capital, L.P. Hedge Fund•Multi-Strategy	+$3.0M +185.0K shares	$3.0M 185.0K shares
B BlackRock, Inc. Institution	+$2.8M +170.1K shares	$48.3M 3.0M shares
C Crossingbridge Advisors, LLC Long Only Manager	+$2.6M +162.7K shares	$4.3M 268.1K shares
Invesco Ltd. ETF Provider	+$2.3M +141.6K shares	$10.8M 664.3K shares
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC RIA/Wealth	+$1.7M +103.6K shares	$5.9M 360.1K shares
VANGUARD GROUP INC Institution	+$1.7M +102.6K shares	$51.2M 3.1M shares
INGALLS & SNYDER LLC RIA/Wealth	+$1.3M +80.0K shares	$7.7M 474.3K shares
ExodusPoint Capital Management, LP Hedge Fund•Multi-Strategy	+$1.3M +78.0K shares	$1.3M 78.0K shares
$DEUTSCHE BANK AG\ logo$ DEUTSCHE BANK AG\ Institution	+$940.5K +57.7K shares	$1.3M 80.3K shares
KENNEDY CAPITAL MANAGEMENT, INC. Long Only Manager	+$709.6K +43.5K shares	$5.3M 325.5K shares

Biggest Sellers

Institution	Net Sold	Current Position
D DEPRINCE RACE & ZOLLO INC Long Only Manager	−$3.9M −225.2K shares	Sold Off 0 shares
R Russell Investments Group, Ltd. RIA/Wealth	−$3.8M −233.6K shares	$3.7M 227.5K shares
TWO SIGMA ADVISERS, LLC Hedge Fund•Multi-Strategy	−$2.7M −167.3K shares	$3.9M 240.5K shares
MUTUAL OF AMERICA CAPITAL MANAGEMENT CORP Long Only Manager	−$2.5M −143.3K shares	Sold Off 0 shares
Ancora Advisors, LLC RIA/Wealth	−$2.0M −123.6K shares	$866.8K 53.2K shares
GLOBEFLEX CAPITAL L P Long Only Manager	−$1.9M −111.0K shares	Sold Off 0 shares
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	−$1.5M −94.4K shares	$4.5M 276.8K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	−$1.5M −92.0K shares	$2.5M 153.6K shares
A AXA Institution	−$1.1M −63.9K shares	Sold Off 0 shares
LAZARD ASSET MANAGEMENT LLC Long Only Manager	−$869.4K −50.4K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited CTO in Q3 2025

New Positions: 12
New Value: $4.6M
Exited Positions: 15
Exited Value: $11.7M

New Positions

Institution	Position Value
SummitTX Capital, L.P. Hedge Fund•Multi-Strategy	$3.0M 185.0K shares
Kestra Advisory Services, LLC RIA/Wealth	$430.9K 26.4K shares
C CAXTON ASSOCIATES LLP Institution	$349.8K 21.5K shares
A Abel Hall, LLC RIA/Wealth	$329.6K 20.2K shares
ARP AMERICAS LLC Hedge Fund•Multi-Strategy	$205.4K 12.6K shares
WEDBUSH MORGAN SECURITIES INC RIA/Wealth	$164.4K 10.1K shares
Rockefeller Capital Management L.P. Long Only Manager	$49.7K 3.1K shares
Sound Income Strategies, LLC RIA/Wealth	$9.4K 610.0 shares
1 1620 INVESTMENT ADVISORS, INC. RIA/Wealth	$6.5K 400.0 shares
O Optiver Holding B.V. Institution	$4.3K 262.0 shares

Exited Positions

Institution	Previous Position
D DEPRINCE RACE & ZOLLO INC Long Only Manager	$3.9M 225.2K shares
MUTUAL OF AMERICA CAPITAL MANAGEMENT CORP Long Only Manager	$2.5M 143.3K shares
GLOBEFLEX CAPITAL L P Long Only Manager	$1.9M 111.0K shares
A AXA Institution	$1.1M 63.9K shares
LAZARD ASSET MANAGEMENT LLC Long Only Manager	$869.4K 50.4K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$706.5K 40.9K shares
Mraz, Amerine & Associates, Inc. RIA/Wealth	$283.0K 16.4K shares
FIRST FOUNDATION ADVISORS RIA/Wealth	$207.1K 12.0K shares
STATE OF WISCONSIN INVESTMENT BOARD RIA/Wealth	$192.2K 11.1K shares
S State of Wyoming Institution	$50.5K 2.9K shares

Options Activity

Institutions with the largest Call and Put options positions in CTO as of Q3 2025

Call Positions: 2
Call Value: $679.7K
Put Positions: 2
Put Value: $1.1M

Call Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$383.1K 235.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$296.7K 182.0 contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$792.2K 486.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$357.0K 219.0 contracts

Most Committed Institutions

Institutions with CTO as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
C Crossingbridge Advisors, LLC Long Only Manager	Jonathan Seth Barkoe CFO	5.79% $4.3M	0.81% 268.1K shares	Q1 2024 Held for 1y 8m	$73.8M
Cutler Capital Management, LLC Hedge Fund•Convert Bond Arb	Geoffrey Kristopher Allan Dancey President	5.26% $10.8M	2.02% 665.0K shares	Q3 2022 Held for 3y 2m	$205.9M
LDR Capital Management LLC Hedge Fund•Sector	Lawrence David Raiman CIO	3.10% $1.1M	0.21% 69.8K shares	Q2 2024 Held for 1y 5m	$36.7M
LMM LLC Long Only Manager	William Herbert Miller Chairman	2.57% $7.0M	1.30% 429.1K shares	Q4 2021 Held for 3y 11m	$272.2M
Worth Venture Partners, LLC Fund of Funds	David Alexander Wertentheil CEO	2.28% $463.0K	0.09% 28.4K shares	Q2 2020 Held for 5y 5m	$20.3M
G GRACE & WHITE INC /NY RIA/Wealth	Marc Emil Ravitz President	2.09% $10.0M	1.87% 615.7K shares	≤ Q2 2013 Held for 12y 5m+	$481.2M
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC RIA/Wealth	Kerry Lee Lawing CEO	1.14% $5.9M	1.09% 360.1K shares	Q3 2024 Held for 1y 2m	$515.1M
H HEITMAN REAL ESTATE SECURITIES LLC Real Assets	Charles Pinckney Harbin Managing Partner	0.88% $12.8M	2.39% 786.8K shares	Q4 2022 Held for 2y 11m	$1.5B
Truvestments Capital LLC RIA/Wealth	Kaleb Donald Mccarty Managing Partner	0.60% $3.3M	0.61% 202.0K shares	Q1 2022 Held for 3y 8m	$552.2M
Leeward Investments, LLC - MA Long Only Manager	R. Todd Vingers President	0.31% $6.0M	1.12% 368.8K shares	Q4 2024 Held for 11 months	$2.0B

Hedge Fund Spotlight

Discover hedge funds investing in CTO

EMC Capital Management

Hedge Fund • Multi-Strategy

Portfolio ManagerAjay Nmn Jain

Portfolio Value: $210.2M
Positions: 299
Last Reported: Q3 2025

Sector Allocation

Position in CTO Realty Growth

Market Value: $104.6K
Shares Held: 6.4K
Portfolio Weight: 0.05%
Owned Since: 2022-Q1

Top Holding	Sector	Market Value	Weight
1 Vanguard S&P 500 ETF VOO	ETF ETF	$51.1M	24.29%
2 Invesco QQQ Trust QQQ	ETF ETF	$35.3M	16.79%
3 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$25.7M	12.21%