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

Farther Finance 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	$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

FIA

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

SIC

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Farther Finance Advisors's CMTG Position: Q2 2026 in Review

Farther Finance Advisors increased its Claros Mortgage Trust (CMTG) stake by 393% in Q2 2026, buying an estimated $415 and bringing the position to 212 shares worth $498. The position accounts for ﹤0.01% of the portfolio, ranked #5537.

Farther Finance Advisors first reported a position in CMTG in Q4 2023 and has held it in 8 quarters since. The position peaked at $40.5K in Q2 2025. 10 funds tracked by Wall St. Rank hold CMTG as of Q2 2026.

Farther Finance Advisors held 212 shares of Claros Mortgage Trust worth $498 as of Q2 2026.
Farther Finance Advisors bought 169 Claros Mortgage Trust shares in Q2 2026, an estimated $415.
Claros Mortgage Trust made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #5537 holding.
Farther Finance Advisors first reported a position in Claros Mortgage Trust in Q4 2023 and has held it in 8 quarters since.
Farther Finance Advisors's Claros Mortgage Trust position peaked at $40.5K in Q2 2025.
10 funds tracked by Wall St. Rank held Claros Mortgage Trust as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.