Wealth Enhancement Advisory Services »

Cto Realty Growth shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of Cto Realty Growth (CTO) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in Cto Realty Growth

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Cto Realty Growth by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $208k 14k 15.35
2025-06-30 $209k 12k 17.69
2025-03-31 $262k 14k 19.31

More positions owned by Wealth Enhancement Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Alps Etf Tr Smith Core Plus (SMTH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Intl Moment (IMTM)
Amazon (AMZN)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Schwab Strategic Tr Fundamental Intl (FNDF)
Victory Portfolios Ii Usaa Msci Usa Sm (USVM)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Us Treas Bd Etf (GOVT)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Wealth Enhancement Advisory Services

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