HIGHBuilt-inProperty_type
shopping centers
“10-K Item 1: 'Our business plan is primarily focused on investing in shopping centers.'”
CTO · Concentration risk · 10-K extracted
CTO Realty Growth (CTO) concentration risks
Updated
The most significant concentration CTO Realty Growth discloses is shopping centers, classified HIGH by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Editorial policy
Show full disclosure ▾Hide full disclosure ▴
About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.
Not investment advice. TrendMatrix is not a registered investment adviser. Our content is for informational and educational purposes only. Consult your own licensed investment adviser, broker, or tax professional before making any investment decision.
Conflicts and positions. People who build TrendMatrix, or entities they control, may hold positions, long or short, in securities it covers, and may trade them at any time. Positions are not disclosed individually. Verdicts are generated by an automated model applied by the same rules to every covered stock, and are not adjusted for any position held by the people who build TrendMatrix. We do not accept payment from issuers for coverage.
No paid promotion. TrendMatrix does not accept payment from any issuer, broker, or third party in exchange for coverage of any security.
No fiduciary duty. No fiduciary, advisory, or agency relationship is created between you and TrendMatrix by reading our content or subscribing to our service.
Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.
Source: CTO Realty Growth’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 1 disclosed concentration
HIGH1
MEDIUM0
LOW0
Disclosed concentrations
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-07-06CTO Realty Growth's disclosed concentration risk is a single, high-share structural exposure to one property type. The company's business plan is primarily focused on investing in shopping centers, with no other property-type, geographic, customer, or supplier concentration disclosed in the filing. This is a structural rather than counterparty-specific exposure — it reflects the deliberate focus of the REIT's investment strategy rather than dependency on any single tenant or region. Because it is the sole disclosed concentration, the company's performance is tied closely to the health of the shopping-center retail segment specifically: shifts in consumer shopping patterns, brick-and-mortar retail demand, or shopping-center occupancy and rent trends would have an outsized effect on results relative to a more diversified REIT spanning multiple property types. Absent additional disclosed exposures around tenant mix or geography, this property-type concentration is the primary lens through which to assess CTO's risk profile, and given its high share of the investment focus, it is the exposure most likely to move the verdict on the business as a whole.
For the engine’s reasoning on CTO’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
Industry peers · REIT - Diversified
Peer concentration profile
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| AAT | American Assets Trust, Inc. | 2 | 1 | 1 | 4 |
| BNL | Broadstone Net Lease, Inc. | 1 | 2 | 1 | 4 |
| ESRT | Empire State Realty Trust, Inc. | 1 | 1 | 2 | 4 |
| CTO● | CTO Realty Growth, Inc. | 1 | 0 | 0 | 1 |
| AHRT | AH Realty Trust, Inc. | 0 | 1 | 0 | 1 |
| FVR | FrontView REIT, Inc. | 0 | 0 | 0 | 0 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.