MassMutual Private Wealth & Trust, FSB CTO — CTO Realty Growth Inc

Ownership history in MassMutual Private Wealth & Trust, FSB  ·  7 quarters on record

AI Ownership Summary

MassMutual Private Wealth & Trust, FSB reported CTO Realty Growth Inc (CTO) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. The latest visible filing shows CTO at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CTO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MassMutual Private Wealth & Trust, FSB's position in CTO Realty Growth Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CTO was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CTO stock page MassMutual Private Wealth & Trust, FSB fund profile MassMutual Private Wealth & Trust, FSB full holdings
How MassMutual Private Wealth & Trust, FSB held CTO — position size vs. price
% of Fund (quarterly)    CTO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 455 — 0% 0.00% $8K 2026-04-13 $19.49
2025 Q4 REDUCED — — — 455 -18 -3.8% 0.00% $8K 2026-01-07 $18.14
2025 Q3 ADDED — — — 473 +135 +39.9% 0.00% $8K 2025-10-22 $15.50
2025 Q2 REDUCED 34.1% -5.8% ✅ 338 -175 -34.1% 0.00% $6K 2025-07-09 $16.18
2025 Q1 ADDED — — — 513 +107 +26.4% 0.00% $10K 2025-04-01 $17.80
2024 Q4 ADDED — — — 406 +338 +497.1% 0.00% $8K 2025-01-16 $17.94
2024 Q3 INITIATED — — — 68 — — 0.00% $1K 2024-10-02 $16.78

🏢 Other funds also holding CTO

As of 2026 Q1 — sorted by position size

GRACE & WHITE INC /NY 3Y 7Y 1.93% Leeward Investments, LLC - MA 3Y 0.33% Sage Investment Counsel LLC 0.28% Values Added Financial LLC 0.1% Samalin Investment Counsel, LLC 3Y 0.07% Somerset Trust Co 3Y 7Y 0.07% NAPLES GLOBAL ADVISORS, LLC 3Y 7Y 0.06% Pasadena Private Wealth, LLC 3Y 7Y 0.06% Y-Intercept (Hong Kong) Ltd 3Y 0.04% Pinnacle Wealth Management Advisory Group, LLC 3Y 7Y 0.03%

FAQ About MassMutual Private Wealth & Trust, FSB and CTO

These are the practical questions this page is built to answer before you even open the full history table.

How long has MassMutual Private Wealth & Trust, FSB reported owning CTO?

MassMutual Private Wealth & Trust, FSB reported CTO across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported CTO position in MassMutual Private Wealth & Trust, FSB's portfolio?

The largest reported portfolio weight for CTO was 0.00% in 2025 Q1.

What is the latest reported CTO position on this page?

The most recent filing on this page is 2026 Q1, when MassMutual Private Wealth & Trust, FSB reported 455 shares, equal to 0.00% of portfolio, with an estimated market value of $8K.

What does the chart on this CTO ownership page compare?

The chart compares MassMutual Private Wealth & Trust, FSB's quarterly CTO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MassMutual Private Wealth & Trust, FSB time their CTO position?

Based on 13F filing dates vs. subsequent CTO price moves, MassMutual Private Wealth & Trust, FSB correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on CTO relative to SPY over the holding period was -2.9%.

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