EverSource Wealth Advisors’s Cherry Hill Mortgage Investment Corp CHMI Stock Holding History

EverSource Wealth Advisors’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
2025 Q2	–	Sell	-333	Closed	-$1.1K	–	4269
2025 Q1	$1.1K	Buy	333 +41	+14%	+$136	﹤0.01%	3199
2024 Q4	$771	Hold	292	–	–	﹤0.01%	3053
2024 Q3	$1.06K	Hold	292	–	–	﹤0.01%	2714
2024 Q2	$1.12K	Buy	292 +141	+93%	+$506	﹤0.01%	2719
2024 Q1	$519	Sell	151 -469	-76%	-$1.72K	﹤0.01%	2708
2023 Q4	$2.5K	Buy	620 +166	+37%	+$602	﹤0.01%	2108
2023 Q3	$1.69K	Buy	+454	New	+$1.86K	﹤0.01%	2064

Other funds holding CHMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

EverSource Wealth Advisors's CHMI Position: Q2 2025 in Review

EverSource Wealth Advisors sold out of Cherry Hill Mortgage Investment Corp (CHMI) in Q2 2025, closing a stake of 333 shares — an estimated $1.1K sold.

EverSource Wealth Advisors first reported a position in CHMI in Q3 2023 and held it in 7 quarters. The position peaked at $2.5K in Q4 2023. 51 funds tracked by Wall St. Rank hold CHMI as of Q2 2025.

EverSource Wealth Advisors reported no remaining Cherry Hill Mortgage Investment Corp position as of Q2 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 333 Cherry Hill Mortgage Investment Corp shares in Q2 2025, an estimated $1.1K.
EverSource Wealth Advisors first reported a position in Cherry Hill Mortgage Investment Corp in Q3 2023 and held it in 7 quarters.
EverSource Wealth Advisors's Cherry Hill Mortgage Investment Corp position peaked at $2.5K in Q4 2023.
51 funds tracked by Wall St. Rank held Cherry Hill Mortgage Investment Corp as of Q2 2025.

Based on EverSource Wealth Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.