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Cto Realty Growth shares owned by Prevail Innovative Wealth Advisors

Quarter-by-quarter ownership of Cto Realty Growth (CTO) shares owned by Prevail Innovative Wealth Advisors from 13F filings

Historical chart of Prevail Innovative Wealth Advisors investment in Cto Realty Growth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Cto Realty Growth by Prevail Innovative Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.9M 360k 16.30
2025-06-30 $4.4M 257k 17.26
2025-03-31 $4.5M 235k 19.31
2024-12-31 $4.0M 204k 19.71
2024-09-30 $1.7M 88k 19.02

More positions owned by Prevail Innovative Wealth Advisors

Franklin Templeton Etf Tr Senior Loan Etf (FLBL)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Ishares Tr 20+ Year Tr Bd (TLTW)
Exxon Mobil Corporation (XOM)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Global X Fds Defense Tech Etf (SHLD)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Prologis (PLD)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Neos Etf Trust Neos S&p 500 Hi (SPYI)
NVIDIA Corporation (NVDA)

View all positions for Prevail Innovative Wealth Advisors

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