CPG
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Cornerstone Planning Group’s Claros Mortgage Trust CMTG Stock Holding History

Cornerstone Planning Group’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
Q1 		– Sell
-303
Closed -$848 – 1841
2025
Q4 		$848 Hold
303
– – ﹤0.01% 1386
2025
Q3 		$994 Hold
303
– – ﹤0.01% 1313
2025
Q2 		$876 Hold
303
– – ﹤0.01% 1143
2025
Q1 		$724 Buy
+303
New +$1.04K ﹤0.01% 1203

Other funds holding CMTG

HI
Hyundai Investments Yeongdeungopo-Gu, Seoul, South Korea $88.7M AUM 25.11% 1-Year Est. Return
KI
Koch Inc Wichita, Kansas $922M AUM 16.65% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WI
Wafra Inc New York $5.88M AUM 19.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Cornerstone Planning Group's CMTG Position: Q1 2026 in Review

Cornerstone Planning Group sold out of Claros Mortgage Trust (CMTG) in Q1 2026, closing a stake of 303 shares — an estimated $848 sold.

Cornerstone Planning Group first reported a position in CMTG in Q1 2025 and held it in 4 quarters. The position peaked at $994 in Q3 2025. 118 funds tracked by Wall St. Rank hold CMTG as of Q1 2026.

  • Cornerstone Planning Group reported no remaining Claros Mortgage Trust position as of Q1 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 303 Claros Mortgage Trust shares in Q1 2026, an estimated $848.
  • Cornerstone Planning Group first reported a position in Claros Mortgage Trust in Q1 2025 and held it in 4 quarters.
  • Cornerstone Planning Group's Claros Mortgage Trust position peaked at $994 in Q3 2025.
  • 118 funds tracked by Wall St. Rank held Claros Mortgage Trust as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.