Vanguard Portfolio Management (CTO) discloses 1.65M-share position in CTO Realty Growth
Rhea-AI Filing Summary
Vanguard Portfolio Management reports beneficial ownership of 1,645,020 shares of CTO Realty Growth Inc common stock, representing 4.86% of the class as of 06/30/2026. Vanguard and certain affiliates hold sole voting power over 13,778 shares and sole dispositive power over 1,645,020 shares, with no shared voting or dispositive power. The position reflects securities held by Vanguard funds and managed accounts for which Vanguard entities exercise voting and/or dispositive authority, and no other single underlying investor has an interest exceeding 5% of the class.
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Key Figures
Beneficial ownership: 1,645,020 shares
Percent of class: 4.86%
Sole voting power: 13,778 shares
+1 more
4 metrics
Beneficial ownership
1,645,020 shares
Shares of CTO Realty Growth Inc common stock beneficially owned by Vanguard Portfolio Management
Percent of class
4.86%
Percentage of CTO Realty Growth Inc common stock class beneficially owned
Sole voting power
13,778 shares
Shares for which Vanguard Portfolio Management has sole power to vote or direct the vote
Sole dispositive power
1,645,020 shares
Shares for which Vanguard Portfolio Management has sole power to dispose or direct disposition
Key Terms
beneficially owned, sole voting power, sole dispositive power, Schedule 13G
4 terms
beneficially owned financial
"this reflects the securities beneficially owned, or deemed to be beneficially owned, by Vanguard"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
sole voting power financial
"Sole power to vote or to direct the vote: 13778"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
sole dispositive power financial
"Sole power to dispose or to direct the disposition of: 1645020"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
Schedule 13G regulatory
"In accordance with SEC Release No. 34-39538 (January 12, 1998), this reflects the securities"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What dispositive power does Vanguard Portfolio Management report for its CTO (CTO Realty Growth Inc) holdings?
Vanguard Portfolio Management reports sole dispositive power over 1,645,020 shares of CTO Realty Growth Inc common stock and no shared dispositive power. This means Vanguard entities can direct how these shares are disposed of on behalf of clients and funds.
Does any single Vanguard client hold more than 5% of CTO (CTO Realty Growth Inc) through these shares?
No. Vanguard states that while Vanguard funds and other managed accounts have rights to dividends and sale proceeds, no one other person’s interest exceeds 5% of CTO Realty Growth Inc’s outstanding common stock through these reported holdings.
Which Vanguard entities are included in the CTO (CTO Realty Growth Inc) ownership reported by Vanguard Portfolio Management?
The reported stake reflects securities beneficially owned or deemed owned by Vanguard Portfolio Management LLC and affiliates, including Vanguard Fiduciary Trust Company and Vanguard Global Advisers, LLC, where they exercise voting and/or dispositive power.