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
Q1 		$30 Buy
+12
New +$32 ﹤0.01% 1785

Other funds holding CHMI

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bogart Wealth LLC's CHMI Position: Q1 2026 in Review

Bogart Wealth LLC opened a new position in Cherry Hill Mortgage Investment Corp (CHMI) in Q1 2026: 12 shares worth $30. The stake represents ﹤0.01% of the portfolio and ranks #1785 among its holdings.

54 funds tracked by Wall St. Rank hold CHMI as of Q1 2026.

  • Bogart Wealth LLC held 12 shares of Cherry Hill Mortgage Investment Corp worth $30 as of Q1 2026.
  • Cherry Hill Mortgage Investment Corp was a new Bogart Wealth LLC position in Q1 2026.
  • Cherry Hill Mortgage Investment Corp made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #1785 holding.
  • 54 funds tracked by Wall St. Rank held Cherry Hill Mortgage Investment Corp as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.