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Cto Realty Growth shares owned by Efficient Wealth Management

Quarter-by-quarter ownership of Cto Realty Growth (CTO) shares owned by Efficient Wealth Management from 13F filings

Historical chart of Efficient Wealth Management investment in Cto Realty Growth

Tip: Access up to 7 years of quarterly data

All positions including Cto Realty Growth held by Efficient Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cto Realty Growth by Efficient Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $17k 1.1k 15.87
2025-06-30 $18k 1.1k 16.81
2024-12-31 $21k 1.1k 19.09
2024-09-30 $20k 1.1k 18.18
2024-06-30 $0 29 0.00

More positions owned by Efficient Wealth Management

Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Growth Etf (VUG)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Efficient Wealth Management

Top funds holding Cto Realty Growth

Vanguard Group
BlackRock
Geode Capital Management
Heitman Real Estate Securities
State Street Corporation
Cutler Capital Management
Invesco
Grace & White
Morgan Stanley
LSV Asset Management
Ingalls & Snyder
APG Asset Management US
LMM
Dimensional Fund Advisors
Leeward Investments, LLC - MA

View all funds holding Cto Realty Growth