Cassady Schiller Wealth Management’s Claros Mortgage Trust CMTG Stock Holding History

Cassady Schiller Wealth Management’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
2024 Q4	$542	Buy	+120	New	+$748	﹤0.01%	950

Other funds holding CMTG

Hyundai Investments Yeongdeungopo-Gu, Seoul, South Korea $88.7M AUM 25.11% 1-Year Est. Return

Koch Inc Wichita, Kansas $922M AUM 16.65% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return

Wafra Inc New York $5.95M AUM 6.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cassady Schiller Wealth Management's CMTG Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Claros Mortgage Trust (CMTG) in Q4 2024: 120 shares worth $542. The stake represents ﹤0.01% of the portfolio and ranks #950 among its holdings.

117 funds tracked by Wall St. Rank hold CMTG as of Q4 2024.

Cassady Schiller Wealth Management held 120 shares of Claros Mortgage Trust worth $542 as of Q4 2024.
Claros Mortgage Trust was a new Cassady Schiller Wealth Management position in Q4 2024.
Claros Mortgage Trust made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #950 holding.
117 funds tracked by Wall St. Rank held Claros Mortgage Trust as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.