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Cto Realty Growth shares owned by Values Added Financial

Quarter-by-quarter ownership of Cto Realty Growth (CTO) shares owned by Values Added Financial from 13F filings

Historical chart of Values Added Financial investment in Cto Realty Growth

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All positions including Cto Realty Growth held by Values Added Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cto Realty Growth by Values Added Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $216k 13k 16.30
2025-06-30 $232k 14k 17.26
2025-03-31 $260k 14k 19.31
2024-12-31 $301k 15k 19.71
2024-09-30 $190k 10k 19.02

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Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Apple (AAPL)
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Spdr Series Trust Portfolio Agrgte (SPAB)
Tcw Etf Trust Transfrm 500 Etf (VOTE)
Ishares Tr Esg Eafe Etf (DMXF)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Microsoft Corporation (MSFT)

View all positions for Values Added Financial

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