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Arax Advisory Partners’s Claros Mortgage Trust CMTG Stock Holding History

Arax Advisory Partners’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 		$93 Buy
39
+34
+680% +$88 ﹤0.01% 3620
2025
Q4 		$15 Sell
5
-7,059
-100% -$23K ﹤0.01% 4040
2025
Q3 		$23.5K Buy
+7,064
New +$23.8K ﹤0.01% 2196
2025
Q2 		– Sell
-222
Closed -$829 – 3070
2025
Q1 		$829 Buy
+222
New +$762 ﹤0.01% 2366

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 $5.72T AUM 30.48% 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 $5.95M AUM 6.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Arax Advisory Partners's CMTG Position: Q1 2026 in Review

Arax Advisory Partners increased its Claros Mortgage Trust (CMTG) stake by 680% in Q1 2026, buying an estimated $88 and bringing the position to 39 shares worth $93. The position accounts for ﹤0.01% of the portfolio, ranked #3620.

Arax Advisory Partners first reported a position in CMTG in Q1 2025 and has held it in 4 quarters since. The position peaked at $23.5K in Q3 2025. 118 funds tracked by Wall St. Rank hold CMTG as of Q1 2026.

  • Arax Advisory Partners held 39 shares of Claros Mortgage Trust worth $93 as of Q1 2026.
  • Arax Advisory Partners bought 34 Claros Mortgage Trust shares in Q1 2026, an estimated $88.
  • Claros Mortgage Trust made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #3620 holding.
  • Arax Advisory Partners first reported a position in Claros Mortgage Trust in Q1 2025 and has held it in 4 quarters since.
  • Arax Advisory Partners's Claros Mortgage Trust position peaked at $23.5K in Q3 2025.
  • 118 funds tracked by Wall St. Rank held Claros Mortgage Trust as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.