Focus Partners Wealth
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Focus Partners Wealth’s Claros Mortgage Trust CMTG Stock Holding History

Focus Partners Wealth’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
2025
Q4 		– Sell
-10,259
Closed -$397K – 2689
2025
Q3 		$397K Buy
+10,259
New +$34.5K ﹤0.01% 1708

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 Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Focus Partners Wealth's CMTG Position: Q4 2025 in Review

Focus Partners Wealth sold out of Claros Mortgage Trust (CMTG) in Q4 2025, closing a stake of 10,259 shares — an estimated $397K sold.

Focus Partners Wealth first reported a position in CMTG in Q3 2025 and held it in 1 quarter. The position peaked at $397K in Q3 2025. 117 funds tracked by Wall St. Rank hold CMTG as of Q4 2025.

  • Focus Partners Wealth reported no remaining Claros Mortgage Trust position as of Q4 2025 after selling out during the quarter.
  • Focus Partners Wealth sold 10,259 Claros Mortgage Trust shares in Q4 2025, an estimated $397K.
  • Focus Partners Wealth first reported a position in Claros Mortgage Trust in Q3 2025 and held it in 1 quarter.
  • Focus Partners Wealth's Claros Mortgage Trust position peaked at $397K in Q3 2025.
  • 117 funds tracked by Wall St. Rank held Claros Mortgage Trust as of Q4 2025.

Based on Focus Partners Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.