SCHEDULE: Vanguard Discloses 5.01% Stake in CTO Realty Growth

Vanguard Portfolio Management has reported beneficial ownership of 5.01% of CTO Realty Growth Inc.'s common stock as of March 31, 2026.

Summary

• Vanguard Portfolio Management, along with its affiliates Vanguard Fiduciary Trust Company and Vanguard Global Advisers, LLC, now beneficially owns 1,633,273 shares of CTO Realty Growth Inc. common stock.
• This holding represents 5.01% of the total class of securities.
• The filing indicates that Vanguard Portfolio Management has sole dispositive power over these shares.
• The reporting entity is classified as an investment adviser and an investment company.
• The shares were acquired and are held in the ordinary course of business, not for the purpose of influencing control of the issuer.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral filing. It's a routine disclosure of beneficial ownership by a large institutional investor, indicating passive investment rather than any specific positive or negative news about the company itself.

Positives

• Vanguard's significant stake suggests confidence in CTO Realty Growth's long-term prospects.
• The filing confirms that the shares are held in the ordinary course of business, indicating a passive investment approach rather than an attempt to gain control.

Negatives

• The filing does not contain any negative financial or operational information about CTO Realty Growth Inc. itself, as it is a disclosure of beneficial ownership by Vanguard.

Risks

• Potential for increased market volatility in CTO Realty Growth Inc. shares due to Vanguard's substantial holding and potential trading activities.
• The passive nature of the investment by Vanguard means that any future strategic shifts by Vanguard could impact the stock price.

Future Outlook

The filing does not contain forward-looking statements or guidance from CTO Realty Growth Inc. It is a disclosure of beneficial ownership by Vanguard.

Management Comments

• "In accordance with SEC Release No. 34-39538 (January 12, 1998), this Schedule 13G reflects the securities beneficially owned, or deemed to be beneficially owned, by Vanguard Portfolio Management LLC and the following affiliates of Vanguard Portfolio Management LLC or business divisions of such affiliates: Vanguard Fiduciary Trust Company and Vanguard Global Advisers, LLC."
• "This Schedule 13G includes securities held by Vanguard funds, or sleeves thereof, over which Vanguard Portfolio Management LLC exercises dispositive power, in addition to securities held by clients over which the affiliates or business divisions of such affiliates indicated above exercise dispositive and/or voting power."
• "This Schedule 13G does not include securities, if any, beneficially owned by other subsidiaries or affiliates of Vanguard Portfolio Management LLC, or business divisions of such subsidiaries whose ownership of securities is disaggregated from that of the reporting business unit in accordance with such release."
• "Vanguard Portfolio Management, including investment companies registered under the Investment Company Act of 1940 and other managed accounts, have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, the securities reported herein."
• "By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under 240.14a-11."

Industry Context

StockSavvy.ai notes that a Schedule 13G filing by a major institutional investor like Vanguard, crossing the 5% ownership threshold, is a significant event for any publicly traded company. It often signals institutional confidence but can also precede increased scrutiny or potential activism, depending on the investor's typical strategy.

Stakeholder Impact

• Shareholders: May see increased trading volume and potential price fluctuations due to Vanguard's significant stake. The passive nature of Vanguard's investment suggests no immediate change in control is intended.
• Management of CTO Realty Growth Inc.: Will be aware of Vanguard's substantial holding, which could influence future strategic decisions or investor relations efforts.
• Creditors: No direct impact indicated, as the filing pertains to equity ownership.

Next Steps

• Vanguard Portfolio Management will continue to monitor its investment in CTO Realty Growth Inc.
• CTO Realty Growth Inc. will continue its business operations as disclosed in its other filings.

Key Dates

Keywords

CTO Realty Growth Inc, Vanguard Portfolio Management, Schedule 13G, Beneficial Ownership, Common Stock, Investment Adviser, Investment Company, SEC Filing, Shareholder