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Bell Investment Advisors’s Claros Mortgage Trust CMTG Stock Holding History

Bell Investment Advisors’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
2025
Q1 		– Sell
-312
Closed -$1.41K – 1911
2024
Q4 		$1.41K Sell
312
-137
-31% -$854 ﹤0.01% 1469
2024
Q3 		$3.36K Hold
449
– – ﹤0.01% 1127
2024
Q2 		$3.6K Sell
449
-95
-17% -$806 ﹤0.01% 1085
2024
Q1 		$5.31K Hold
544
– – ﹤0.01% 881
2023
Q4 		$7.42K Buy
544
+268
+97% +$3.19K ﹤0.01% 680
2023
Q3 		$3.06K Buy
276
+57
+26% +$649 ﹤0.01% 1071
2023
Q2 		$2.48K Sell
219
-57
-21% -$640 ﹤0.01% 1190
2023
Q1 		$3.22K Buy
276
+177
+179% +$2.54K ﹤0.01% 1007
2022
Q4 		$1.46K Buy
99
+63
+175% +$989 ﹤0.01% 1444
2022
Q3 		$0 Buy
+36
New +$618 ﹤0.01% 1753

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return
WI
Wafra Inc New York $5.95M AUM 6.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bell Investment Advisors's CMTG Position: Q1 2025 in Review

Bell Investment Advisors sold out of Claros Mortgage Trust (CMTG) in Q1 2025, closing a stake of 312 shares — an estimated $1.41K sold.

Bell Investment Advisors first reported a position in CMTG in Q3 2022 and held it in 10 quarters. The position peaked at $7.42K in Q4 2023. 137 funds tracked by Wall St. Rank hold CMTG as of Q1 2025.

  • Bell Investment Advisors reported no remaining Claros Mortgage Trust position as of Q1 2025 after selling out during the quarter.
  • Bell Investment Advisors sold 312 Claros Mortgage Trust shares in Q1 2025, an estimated $1.41K.
  • Bell Investment Advisors first reported a position in Claros Mortgage Trust in Q3 2022 and held it in 10 quarters.
  • Bell Investment Advisors's Claros Mortgage Trust position peaked at $7.42K in Q4 2023.
  • 137 funds tracked by Wall St. Rank held Claros Mortgage Trust as of Q1 2025.

Based on Bell Investment Advisors's 13F filing for Q1 2025, filed 16 May 2025.