Vanguard Portfolio Management (CTO) reports 1.63M shares, 5.01% stake
Rhea-AI Filing Summary
Vanguard Portfolio Management reported beneficial ownership of 1,633,273 shares of CTO Realty Growth Inc common stock, representing 5.01% of the class as of 03/31/2026. The filing shows sole voting power: 12,044 and sole dispositive power: 1,633,273. The disclosure states holdings include securities held for Vanguard funds and client accounts over which Vanguard exercises dispositive power.
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Key Figures
Beneficial ownership: 1,633,273 shares
Percent of class: 5.01%
Sole voting power: 12,044 shares
3 metrics
Beneficial ownership
1,633,273 shares
as of 03/31/2026
Percent of class
5.01%
as of 03/31/2026
Sole voting power
12,044 shares
reported on Schedule 13G
Key Terms
beneficially owned, sole dispositive power, Schedule 13G
3 terms
beneficially owned regulatory
"this reflects the securities beneficially owned, or deemed to be beneficially owned"
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 dispositive power regulatory
"Sole power to dispose or to direct the disposition of: 1633273"
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
"Item 1. (a) Name of issuer: CTO Realty Growth Inc"
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.