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EverSource Wealth Advisors’s Claros Mortgage Trust CMTG Stock Holding History

EverSource Wealth Advisors’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 		$1.62K Buy
688
+208
+43% +$510 ﹤0.01% 3803
2026
Q1 		$1.14K Sell
480
-374
-44% -$969 ﹤0.01% 3806
2025
Q4 		$2.61K Buy
854
+102
+14% +$333 ﹤0.01% 3402
2025
Q3 		$2.5K Sell
752
-2,151
-74% -$7.24K ﹤0.01% 3449
2025
Q2 		$8.27K Buy
2,903
+2,485
+594% +$6.67K ﹤0.01% 2936
2025
Q1 		$1.56K Buy
+418
New +$1.44K ﹤0.01% 3046
2024
Q4 		– Sell
-55
Closed -$412 – 3762
2024
Q3 		$412 Sell
55
-250
-82% -$2.08K ﹤0.01% 2904
2024
Q2 		$2.9K Buy
+305
New +$2.59K ﹤0.01% 2423

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

EverSource Wealth Advisors's CMTG Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Claros Mortgage Trust (CMTG) stake by 43% in Q2 2026, buying an estimated $510 and bringing the position to 688 shares worth $1.62K. The position accounts for ﹤0.01% of the portfolio, ranked #3803.

EverSource Wealth Advisors first reported a position in CMTG in Q2 2024 and has held it in 8 quarters since. The position peaked at $8.27K in Q2 2025. 110 funds tracked by Wall St. Rank hold CMTG as of Q2 2026.

  • EverSource Wealth Advisors held 688 shares of Claros Mortgage Trust worth $1.62K as of Q2 2026.
  • EverSource Wealth Advisors bought 208 Claros Mortgage Trust shares in Q2 2026, an estimated $510.
  • Claros Mortgage Trust made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3803 holding.
  • EverSource Wealth Advisors first reported a position in Claros Mortgage Trust in Q2 2024 and has held it in 8 quarters since.
  • EverSource Wealth Advisors's Claros Mortgage Trust position peaked at $8.27K in Q2 2025.
  • 110 funds tracked by Wall St. Rank held Claros Mortgage Trust as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.