Farther Finance Advisors’s Claros Mortgage Trust CMTG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$648 Buy
518
+306
+144% +$553 ﹤0.01% 5691
2026
Q2
$498 Buy
212
+169
+393% +$415 ﹤0.01% 5537
2026
Q1
$100 Sell
43
-893
-95% -$2.31K ﹤0.01% 5516
2025
Q4
$2.86K Buy
936
+3
+0.3% +$10 ﹤0.01% 4553
2025
Q3
$3.1K Sell
933
-13,262
-93% -$44.7K ﹤0.01% 3957
2025
Q2
$40.5K Buy
14,195
+10,986
+342% +$29.5K ﹤0.01% 2235
2025
Q1
$11.7K Buy
+3,209
New +$11K ﹤0.01% 2663
2024
Q3
– Sell
-176
Closed -$1.39K – 4022
2024
Q2
$1.39K Buy
+176
New +$1.49K ﹤0.01% 2944
2024
Q1
– Sell
-77
Closed -$1.05K – 3617
2023
Q4
$1.05K Buy
+77
New +$916 ﹤0.01% 2703

Other funds holding CMTG

Farther Finance Advisors's CMTG Position: Q3 2026 in Review

Farther Finance Advisors increased its Claros Mortgage Trust (CMTG) stake by 144% in Q3 2026, buying an estimated $553 and bringing the position to 518 shares worth $648. The position accounts for ﹤0.01% of the portfolio, ranked #5691.

Farther Finance Advisors first reported a position in CMTG in Q4 2023 and has held it in 9 quarters since. The position peaked at $40.5K in Q2 2025. 2 funds tracked by Wall St. Rank hold CMTG as of Q3 2026.

  • Farther Finance Advisors held 518 shares of Claros Mortgage Trust worth $648 as of Q3 2026.
  • Farther Finance Advisors bought 306 Claros Mortgage Trust shares in Q3 2026, an estimated $553.
  • Claros Mortgage Trust made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #5691 holding.
  • Farther Finance Advisors first reported a position in Claros Mortgage Trust in Q4 2023 and has held it in 9 quarters since.
  • Farther Finance Advisors's Claros Mortgage Trust position peaked at $40.5K in Q2 2025.
  • 2 funds tracked by Wall St. Rank held Claros Mortgage Trust as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.