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Atria Investments’s Claros Mortgage Trust CMTG Stock Holding History

Atria Investments’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 		$82.9K Sell
34,831
-735
-2% -$1.9K ﹤0.01% 2014
2025
Q4 		$109K Buy
35,566
+3,879
+12% +$12.7K ﹤0.01% 2000
2025
Q3 		$105K Sell
31,687
-248
-0.8% -$835 ﹤0.01% 1991
2025
Q2 		$91K Buy
31,935
+1,016
+3% +$2.73K ﹤0.01% 1968
2025
Q1 		$115K Buy
30,919
+3,791
+14% +$13K ﹤0.01% 1868
2024
Q4 		$123K Buy
27,128
+1,385
+5% +$8.63K ﹤0.01% 1822
2024
Q3 		$193K Buy
25,743
+5,823
+29% +$48.4K ﹤0.01% 1836
2024
Q2 		$160K Buy
+19,920
New +$169K ﹤0.01% 1845

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

Atria Investments's CMTG Position: Q1 2026 in Review

Atria Investments reduced its Claros Mortgage Trust (CMTG) stake by 2.1% in Q1 2026, selling an estimated $1.9K and leaving 34,831 shares worth $82.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2014.

Atria Investments first reported a position in CMTG in Q2 2024 and has held it in 8 quarters since. The position peaked at $193K in Q3 2024. 118 funds tracked by Wall St. Rank hold CMTG as of Q1 2026.

  • Atria Investments held 34,831 shares of Claros Mortgage Trust worth $82.9K as of Q1 2026.
  • Atria Investments sold 735 Claros Mortgage Trust shares in Q1 2026, an estimated $1.9K.
  • Claros Mortgage Trust made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #2014 holding.
  • Atria Investments first reported a position in Claros Mortgage Trust in Q2 2024 and has held it in 8 quarters since.
  • Atria Investments's Claros Mortgage Trust position peaked at $193K in Q3 2024.
  • 118 funds tracked by Wall St. Rank held Claros Mortgage Trust as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.