Dynasty Invest Amends CTO Realty Growth Stake, Signals Ownership Shift

TL;DR

**Dynasty Invest updated its CTO Realty Growth stake, watch for potential market reaction.**

AI Summary

Dynasty Invest Ltd., a British Virgin Islands-based entity, filed an amended SC 13G/A on February 8, 2024, indicating a change in its ownership of CTO Realty Growth, Inc. common stock as of December 31, 2023. This filing, an amendment number 4, updates their previous disclosures regarding their stake in the real estate investment trust. This matters to investors because significant changes in institutional ownership can signal shifts in confidence or strategy, potentially influencing stock price or future corporate actions.

Why It Matters

Changes in major shareholder positions can impact a stock's liquidity and investor sentiment, as large holders often have influence over company decisions.

Risk Assessment

Risk Level: low — This filing is a routine update on ownership, not indicating any immediate negative or positive financial event.

Analyst Insight

Investors should monitor future 13G/A filings from Dynasty Invest Ltd. to track any further changes in their ownership percentage, as this could signal a shift in their long-term investment thesis for CTO Realty Growth, Inc.

Key Numbers

• 22948P103 — CUSIP Number (identifies CTO Realty Growth, Inc. Common Stock)
• 4 — Amendment Number (indicates this is the fourth amendment to Dynasty Invest Ltd.'s Schedule 13G filing)

Key Players & Entities

• Dynasty Invest Ltd. (company) — the reporting person filing the SC 13G/A
• CTO Realty Growth, Inc. (company) — the issuer whose common stock is being reported
• British Virgin Islands (company) — place of organization for Dynasty Invest Ltd.
• $1.00 (dollar_amount) — par value per share of CTO Realty Growth, Inc. Common Stock
• December 31, 2023 (date) — date of event which requires filing of this statement

Forward-Looking Statements

• Dynasty Invest Ltd. will continue to be a significant shareholder in CTO Realty Growth, Inc. (Dynasty Invest Ltd.) — medium confidence, target: Q3 2024

FAQ

Key Financial Figures

• $1.00 — me of Issuer) Common Stock, par value $1.00 per share (Title of Class of Securiti

Filing Documents

• formsc13ga.htm (SC 13G/A) — 110KB
• 0001493152-24-005385.txt ( ) — 112KB

From the Filing

SC 13G/A 1 formsc13ga.htm UNITED SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 4)* CTO Realty Growth, Inc. (Name of Issuer) Common Stock, par value $1.00 per share (Title of Class of Securities) 22948P103 (CUSIP Number) December 31, 2023 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule is filed: Rule 13d-1(b) Rule 13d-1(c) Rule 13d-1(d) *The remainder of this cover page shall be filled out for a reporting person’s initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page. The information required in the remainder of this cover page shall not be deemed to be “filed” for the purpose of Section 18 of the Securities Exchange Act of 1934 (“Act”) or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes). Schedule 13G/A CUSIP No. 22948P103 Page 2 of 8 1. Names of Reporting Persons. Dynasty Invest Ltd. 2. Check the Appropriate Box if a Member of a Group (a) (b) 3. SEC Use Only 4. Citizenship or Place of Organization British Virgin Islands Number of Shares Beneficially Owned by Each Reporting Person With: 5. Sole Voting Power -0- 6. Shared Voting Power 1,463,575 7. Sole Dispositive Power -0- 8. Shared Dispositive Power 1,463,575 9. Aggregate Amount Beneficially Owned by Each Reporting Person 1,463,575 10. Check if the Aggregate Amount in Row (9) Excludes Certain Shares 11. Percent of Class Represented by Amount in Row (9) 6.5%. 12. Type of Reporting Person CO Schedule 13G/A CUSIP No. 22948P103 Page 3 of 8 1. Names of Reporting Persons. The MT Family Trust 2. Check the Appropriate Box if a Member of a Group (a) (b) 3. SEC Use Only 4. Citizenship or Place of Organization Delaware Number of Shares Beneficially Owned by Each Reporting Person With: 5. Sole Voting Power -0- 6. Shared Voting Power 72,680 7. Sole Dispositive Power -0- 8. Shared Dispositive Power 72,680 9. Aggregate Amount Beneficially Owned by Each Reporting Person 72,680 10. Check if the Aggregate Amount in Row (9) Excludes Certain Shares 11. Percent of Class Represented by Amount in Row (9) 0.3%. 12. Type of Reporting Person OO Schedule 13G/A CUSIP No. 22948P103 Page 4 of 8 1. Names of Reporting Persons. Moris Tabacinic 2. Check the Appropriate Box if a Member of a Group (a) (b) 3. SEC Use Only 4. Citizenship or Place of Organization United Number of Shares Beneficially Owned by Each Reporting Person With: 5. Sole Voting Power -0- 6. Shared Voting Power 1,463,575 7. Sole Dispositive Power -0- 8. Shared Dispositive Power 1,463,575 9. Aggregate Amount Beneficially Owned by Each Reporting Person 1,463,575 10. Check if the Aggregate Amount in Row (9) Excludes Certain Shares 11. Percent of Class Represented by Amount in Row (9) 6.5%. 12. Type of Reporting Person IN CUSIP No. 22948P103 Page 5 of 8 The following constitutes Amendment No. 4 to the Schedule 13G filed by the undersigned on August 18, 2020, relating to the common stock, $1.00 par value (the “Common Stock”) of CTO Realty Growth, Inc. (the “Issuer”). ITEM 1. (a) Name of Issuer: CTO Realty Growth Inc (b) Address of Issuer’s Principal Executive Offices: 1140 N. Williamson Blvd, Suite 140, Daytona Beach, FL USA 32114 ITEM 2. (a) Name of Person Filing: (b) Address of Principal Business Office, or if None, Residence: (c) Citizenship: Dynasty Invest Ltd. 1111 Kane Concourse, Suite 210 Bay Harbor Islands, FL 33154 Place of Organization: British Virgin Islands The MT Family Trust 1111 Kane Concourse, Suite 210 Bay Harbor Islands, FL 33154 Place of Organization: Delaware Moris Tabacinic 1111 Kane Concourse, Suite 210 Bay Harbor Islands, FL 33154 Citizenship: United States (d) Title of Class of Securities: Common stock, par value $1.00 per share (e) CUSIP Number: 22948P103 CUSIP No. 22948P103 Page 6 of 8 ITEM 3. IF THIS STATEMENT IS FILED PURSUANT TO SS.240.13d-1(b) OR 240.13d-2(b) OR (c), CHECK WHETHER THE PERSON FILING IS A: (a) Broker or dealer registered under Section 15 of the Act (15 U.S.C. 78o). (b) Bank as defined in Section 3(a)(6) of the Act (15 U.S.C. 78c). (c) Insurance company as defined in Section 3(a)(19) of the Act (15 U.S.C. 78c). (d) Investment company registered under Section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8). (e) An investment adviser in accordance with ss.240.13d-1(b)(1)(ii)(E); (f) An employee benefit plan or endo

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View this SC 13G/A filing on SEC EDGAR