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
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 $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 $5.72T AUM 30.48% 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 $5.95M AUM 6.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Creative Planning's CMTG Position: Q1 2026 in Review

Creative Planning reduced its Claros Mortgage Trust (CMTG) stake by 47% in Q1 2026, selling an estimated $26.3K and leaving 11,473 shares worth $27.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4033.

Creative Planning first reported a position in CMTG in Q1 2025 and has held it in 4 quarters since. The position peaked at $68.6K in Q3 2025. 118 funds tracked by Wall St. Rank hold CMTG as of Q1 2026.

  • Creative Planning held 11,473 shares of Claros Mortgage Trust worth $27.3K as of Q1 2026.
  • Creative Planning sold 10,148 Claros Mortgage Trust shares in Q1 2026, an estimated $26.3K.
  • Claros Mortgage Trust made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #4033 holding.
  • Creative Planning first reported a position in Claros Mortgage Trust in Q1 2025 and has held it in 4 quarters since.
  • Creative Planning's Claros Mortgage Trust position peaked at $68.6K in Q3 2025.
  • 118 funds tracked by Wall St. Rank held Claros Mortgage Trust as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.