BWL
CHMI

Bogart Wealth LLC’s Cherry Hill Mortgage Investment Corp CHMI Stock Holding History

Bogart Wealth LLC’s Portfolio CHMI Stock Details CHMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$28 Hold
12
– – ﹤0.01% 1977
2026
Q1 		$30 Buy
+12
New +$32 ﹤0.01% 1785

Other funds holding CHMI

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SF
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TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Bogart Wealth LLC's CHMI Position: Q2 2026 in Review

Bogart Wealth LLC held its Cherry Hill Mortgage Investment Corp (CHMI) position steady in Q2 2026 at 12 shares worth $28. The position accounts for ﹤0.01% of the portfolio, ranked #1977.

Bogart Wealth LLC first reported a position in CHMI in Q1 2026 and has held it in 2 quarters since. The position peaked at $30 in Q1 2026. 47 funds tracked by Wall St. Rank hold CHMI as of Q2 2026.

  • Bogart Wealth LLC held 12 shares of Cherry Hill Mortgage Investment Corp worth $28 as of Q2 2026.
  • Bogart Wealth LLC left its Cherry Hill Mortgage Investment Corp share count unchanged in Q2 2026.
  • Cherry Hill Mortgage Investment Corp made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1977 holding.
  • Bogart Wealth LLC first reported a position in Cherry Hill Mortgage Investment Corp in Q1 2026 and has held it in 2 quarters since.
  • Bogart Wealth LLC's Cherry Hill Mortgage Investment Corp position peaked at $30 in Q1 2026.
  • 47 funds tracked by Wall St. Rank held Cherry Hill Mortgage Investment Corp as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.