Corient Private Wealth
CHMI

Corient Private Wealth’s Cherry Hill Mortgage Investment Corp CHMI Stock Holding History

Corient Private Wealth’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 		$397K Buy
170,916
+1,380
+0.8% +$3.45K ﹤0.01% 2392
2026
Q1 		$1.63K Buy
169,536
+1,282
+0.8% +$3.39K ﹤0.01% 2815
2025
Q4 		$429K Sell
168,254
-66,425
-28% -$162K ﹤0.01% 1950
2025
Q3 		$561K Sell
234,679
-97,937
-29% -$271K ﹤0.01% 1734
2025
Q2 		$908K Buy
+332,616
New +$970K ﹤0.01% 1406
2025
Q1 		– Sell
-619,121
Closed -$2.91K – 2316
2024
Q4 		$2.91K Buy
619,121
+121,447
+24% +$365K ﹤0.01% 2334
2024
Q3 		$1.81M Buy
497,674
+83,868
+20% +$306K ﹤0.01% 1144
2024
Q2 		$1.5M Buy
413,806
+129,039
+45% +$463K ﹤0.01% 1163
2024
Q1 		$1.01M Buy
284,767
+79,421
+39% +$291K ﹤0.01% 1311
2023
Q4 		$830K Sell
205,346
-3,425
-2% -$12.4K ﹤0.01% 1362
2023
Q3 		$777K Sell
208,771
-9,238
-4% -$37.8K ﹤0.01% 1276
2023
Q2 		$1.05M Sell
218,009
-15,676
-7% -$80.7K ﹤0.01% 1134
2023
Q1 		$1.29M Sell
233,685
-36,321
-13% -$231K ﹤0.01% 992
2022
Q4 		$1.57M Buy
+270,006
New +$1.52M 0.01% 781

Other funds holding CHMI

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
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
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return

Corient Private Wealth's CHMI Position: Q2 2026 in Review

Corient Private Wealth increased its Cherry Hill Mortgage Investment Corp (CHMI) stake by 0.81% in Q2 2026, buying an estimated $3.45K and bringing the position to 170,916 shares worth $397K. The position accounts for ﹤0.01% of the portfolio, ranked #2392.

Corient Private Wealth first reported a position in CHMI in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.81M in Q3 2024. 47 funds tracked by Wall St. Rank hold CHMI as of Q2 2026.

  • Corient Private Wealth held 170,916 shares of Cherry Hill Mortgage Investment Corp worth $397K as of Q2 2026.
  • Corient Private Wealth bought 1,380 Cherry Hill Mortgage Investment Corp shares in Q2 2026, an estimated $3.45K.
  • Cherry Hill Mortgage Investment Corp made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2392 holding.
  • Corient Private Wealth first reported a position in Cherry Hill Mortgage Investment Corp in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Cherry Hill Mortgage Investment Corp position peaked at $1.81M in Q3 2024.
  • 47 funds tracked by Wall St. Rank held Cherry Hill Mortgage Investment Corp as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.