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
Q1 		$1.63K Sell
169,536
-166,972
-50% -$441K ﹤0.01% 2815
2025
Q4 		$858K Buy
336,508
+101,829
+43% +$248K ﹤0.01% 1973
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

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

Corient Private Wealth's CHMI Position: Q1 2026 in Review

Corient Private Wealth reduced its Cherry Hill Mortgage Investment Corp (CHMI) stake by 50% in Q1 2026, selling an estimated $441K and leaving 169,536 shares worth $1.63K. The position accounts for ﹤0.01% of the portfolio, ranked #2815.

Corient Private Wealth first reported a position in CHMI in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.81M in Q3 2024. 54 funds tracked by Wall St. Rank hold CHMI as of Q1 2026.

  • Corient Private Wealth held 169,536 shares of Cherry Hill Mortgage Investment Corp worth $1.63K as of Q1 2026.
  • Corient Private Wealth sold 166,972 Cherry Hill Mortgage Investment Corp shares in Q1 2026, an estimated $441K.
  • Cherry Hill Mortgage Investment Corp made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2815 holding.
  • Corient Private Wealth first reported a position in Cherry Hill Mortgage Investment Corp in Q4 2022 and has held it in 13 quarters since.
  • Corient Private Wealth's Cherry Hill Mortgage Investment Corp position peaked at $1.81M in Q3 2024.
  • 54 funds tracked by Wall St. Rank held Cherry Hill Mortgage Investment Corp as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.