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Amalgamated Bank’s Claros Mortgage Trust CMTG Stock Holding History

Amalgamated Bank’s Portfolio CMTG Stock Details CMTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,900
Closed -$9K – 1884
2025
Q4 		$9K Sell
2,900
-248
-8% -$809 ﹤0.01% 2458
2025
Q3 		$10K Hold
3,148
– – ﹤0.01% 2458
2025
Q2 		$9K Hold
3,148
– – ﹤0.01% 2470
2025
Q1 		$12K Hold
3,148
– – ﹤0.01% 2276
2024
Q4 		$14K Hold
3,148
– – ﹤0.01% 2267
2024
Q3 		$24K Hold
3,148
– – ﹤0.01% 2055
2024
Q2 		$25K Hold
3,148
– – ﹤0.01% 2043
2024
Q1 		$31K Sell
3,148
-4,860
-61% -$52.6K ﹤0.01% 1988
2023
Q4 		$109K Sell
8,008
-937
-10% -$11.1K ﹤0.01% 1967
2023
Q3 		$99K Hold
8,945
– – ﹤0.01% 2004
2023
Q2 		$101K Sell
8,945
-779
-8% -$8.75K ﹤0.01% 2059
2023
Q1 		$113K Sell
9,724
-2,205
-18% -$31.7K ﹤0.01% 2005
2022
Q4 		$175K Buy
11,929
+163
+1% +$2.56K ﹤0.01% 1908
2022
Q3 		$138K Buy
11,766
+115
+1% +$1.97K ﹤0.01% 1994
2022
Q2 		$195K Buy
+11,651
New +$220K ﹤0.01% 1888

Other funds holding CMTG

HI
Hyundai Investments Yeongdeungopo-Gu, Seoul, South Korea $88.7M AUM 25.11% 1-Year Est. Return
KI
Koch Inc Wichita, Kansas $922M AUM 16.65% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WI
Wafra Inc New York $5.88M AUM 19.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Amalgamated Bank's CMTG Position: Q1 2026 in Review

Amalgamated Bank sold out of Claros Mortgage Trust (CMTG) in Q1 2026, closing a stake of 2,900 shares — an estimated $9K sold.

Amalgamated Bank first reported a position in CMTG in Q2 2022 and held it in 15 quarters. The position peaked at $195K in Q2 2022. 118 funds tracked by Wall St. Rank hold CMTG as of Q1 2026.

  • Amalgamated Bank reported no remaining Claros Mortgage Trust position as of Q1 2026 after selling out during the quarter.
  • Amalgamated Bank sold 2,900 Claros Mortgage Trust shares in Q1 2026, an estimated $9K.
  • Amalgamated Bank first reported a position in Claros Mortgage Trust in Q2 2022 and held it in 15 quarters.
  • Amalgamated Bank's Claros Mortgage Trust position peaked at $195K in Q2 2022.
  • 118 funds tracked by Wall St. Rank held Claros Mortgage Trust as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.