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Ascent Group’s Claros Mortgage Trust CMTG Stock Holding History

Ascent Group’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
Q2 		$36.5K Buy
+15,552
New +$38.2K ﹤0.01% 806

Other funds holding CMTG

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Ascent Group's CMTG Position: Q2 2026 in Review

Ascent Group opened a new position in Claros Mortgage Trust (CMTG) in Q2 2026: 15,552 shares worth $36.5K. The stake represents ﹤0.01% of the portfolio and ranks #806 among its holdings.

21 funds tracked by Wall St. Rank hold CMTG as of Q2 2026.

  • Ascent Group held 15,552 shares of Claros Mortgage Trust worth $36.5K as of Q2 2026.
  • Claros Mortgage Trust was a new Ascent Group position in Q2 2026.
  • Claros Mortgage Trust made up ﹤0.01% of Ascent Group's portfolio in Q2 2026, its #806 holding.
  • 21 funds tracked by Wall St. Rank held Claros Mortgage Trust as of Q2 2026.

Based on Ascent Group's 13F filing for Q2 2026, filed 3 Aug 2026.