Cetera Investment Advisers
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Cetera Investment Advisers’s Claros Mortgage Trust CMTG Stock Holding History

Cetera Investment Advisers’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
Q2 		– Sell
-17,512
Closed -$41.7K – 5042
2026
Q1 		$41.7K Hold
17,512
– – ﹤0.01% 4597
2025
Q4 		$53.6K Hold
17,512
– – ﹤0.01% 4497
2025
Q3 		$58.1K Buy
+17,512
New +$59K ﹤0.01% 4413
2024
Q1 		– Sell
-116,408
Closed -$1.59M – 3705
2023
Q4 		$1.59M Buy
+116,408
New +$1.38M 0.01% 885

Other funds holding CMTG

HI
Hyundai Investments Yeongdeungopo-Gu, Seoul, South Korea $92.3M AUM 0.12% 1-Year Est. Return
KI
Koch Inc Wichita, Kansas $1.09B AUM 59.79% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WI
Wafra Inc New York $5.88M AUM 19.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LAII
LM Asset (IM) Inc Vancouver, British Columbia, Canada $161M AUM 77.63% 1-Year Est. Return

Cetera Investment Advisers's CMTG Position: Q2 2026 in Review

Cetera Investment Advisers sold out of Claros Mortgage Trust (CMTG) in Q2 2026, closing a stake of 17,512 shares — an estimated $41.7K sold.

Cetera Investment Advisers first reported a position in CMTG in Q4 2023 and held it in 4 quarters. The position peaked at $1.59M in Q4 2023. 110 funds tracked by Wall St. Rank hold CMTG as of Q2 2026.

  • Cetera Investment Advisers reported no remaining Claros Mortgage Trust position as of Q2 2026 after selling out during the quarter.
  • Cetera Investment Advisers sold 17,512 Claros Mortgage Trust shares in Q2 2026, an estimated $41.7K.
  • Cetera Investment Advisers first reported a position in Claros Mortgage Trust in Q4 2023 and held it in 4 quarters.
  • Cetera Investment Advisers's Claros Mortgage Trust position peaked at $1.59M in Q4 2023.
  • 110 funds tracked by Wall St. Rank held Claros Mortgage Trust as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.