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.
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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.