Creative Planning
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Creative Planning’s Claros Mortgage Trust CMTG Stock Holding History

Creative Planning’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 		$29.8K Buy
12,684
+1,211
+11% +$2.97K ﹤0.01% 4169
2026
Q1 		$27.3K Sell
11,473
-10,148
-47% -$26.3K ﹤0.01% 4033
2025
Q4 		$66.2K Buy
21,621
+973
+5% +$3.17K ﹤0.01% 3771
2025
Q3 		$68.6K Buy
+20,648
New +$69.5K ﹤0.01% 3723
2025
Q2 		– Sell
-12,894
Closed -$48.1K – 3703
2025
Q1 		$48.1K Buy
+12,894
New +$44.3K ﹤0.01% 3347

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

Creative Planning's CMTG Position: Q2 2026 in Review

Creative Planning increased its Claros Mortgage Trust (CMTG) stake by 11% in Q2 2026, buying an estimated $2.97K and bringing the position to 12,684 shares worth $29.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4169.

Creative Planning first reported a position in CMTG in Q1 2025 and has held it in 5 quarters since. The position peaked at $68.6K in Q3 2025. 110 funds tracked by Wall St. Rank hold CMTG as of Q2 2026.

  • Creative Planning held 12,684 shares of Claros Mortgage Trust worth $29.8K as of Q2 2026.
  • Creative Planning bought 1,211 Claros Mortgage Trust shares in Q2 2026, an estimated $2.97K.
  • Claros Mortgage Trust made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #4169 holding.
  • Creative Planning first reported a position in Claros Mortgage Trust in Q1 2025 and has held it in 5 quarters since.
  • Creative Planning's Claros Mortgage Trust position peaked at $68.6K in Q3 2025.
  • 110 funds tracked by Wall St. Rank held Claros Mortgage Trust as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.