Bank of Montreal
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Bank of Montreal’s Claros Mortgage Trust CMTG Stock Holding History

Bank of Montreal’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
-18,032
Closed -$55.2K – 3783
2025
Q4 		$55.2K Buy
+18,032
New +$58.8K ﹤0.01% 3178

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 $5.95M AUM 6.19% 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

Bank of Montreal's CMTG Position: Q1 2026 in Review

Bank of Montreal sold out of Claros Mortgage Trust (CMTG) in Q1 2026, closing a stake of 18,032 shares — an estimated $55.2K sold.

Bank of Montreal first reported a position in CMTG in Q4 2025 and held it in 1 quarter. The position peaked at $55.2K in Q4 2025. 118 funds tracked by Wall St. Rank hold CMTG as of Q1 2026.

  • Bank of Montreal reported no remaining Claros Mortgage Trust position as of Q1 2026 after selling out during the quarter.
  • Bank of Montreal sold 18,032 Claros Mortgage Trust shares in Q1 2026, an estimated $55.2K.
  • Bank of Montreal first reported a position in Claros Mortgage Trust in Q4 2025 and held it in 1 quarter.
  • Bank of Montreal's Claros Mortgage Trust position peaked at $55.2K in Q4 2025.
  • 118 funds tracked by Wall St. Rank held Claros Mortgage Trust as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.