AWM
CHMI

Accredited Wealth Management’s Cherry Hill Mortgage Investment Corp CHMI Stock Holding History

Accredited Wealth Management’s Portfolio CHMI Stock Details CHMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$2.49K Sell
150
-850
-85% -$2.35K ﹤0.01% 344
2025
Q2 		$2.88K Hold
1,000
– – ﹤0.01% 338
2025
Q1 		$3.45K Buy
+1,000
New +$3.32K ﹤0.01% 314

Other funds holding CHMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Accredited Wealth Management's CHMI Position: Q3 2025 in Review

Accredited Wealth Management reduced its Cherry Hill Mortgage Investment Corp (CHMI) stake by 85% in Q3 2025, selling an estimated $2.35K and leaving 150 shares worth $2.49K. The position accounts for ﹤0.01% of the portfolio, ranked #344.

Accredited Wealth Management first reported a position in CHMI in Q1 2025 and has held it in 3 quarters since. The position peaked at $3.45K in Q1 2025. 57 funds tracked by Wall St. Rank hold CHMI as of Q3 2025.

  • Accredited Wealth Management held 150 shares of Cherry Hill Mortgage Investment Corp worth $2.49K as of Q3 2025.
  • Accredited Wealth Management sold 850 Cherry Hill Mortgage Investment Corp shares in Q3 2025, an estimated $2.35K.
  • Cherry Hill Mortgage Investment Corp made up ﹤0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #344 holding.
  • Accredited Wealth Management first reported a position in Cherry Hill Mortgage Investment Corp in Q1 2025 and has held it in 3 quarters since.
  • Accredited Wealth Management's Cherry Hill Mortgage Investment Corp position peaked at $3.45K in Q1 2025.
  • 57 funds tracked by Wall St. Rank held Cherry Hill Mortgage Investment Corp as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.