FFO
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Fortitude Family Office’s Claros Mortgage Trust CMTG Stock Holding History

Fortitude Family Office’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 		$649 Buy
+276
New +$677 ﹤0.01% 1910
2024
Q3 		– Sell
-620
Closed -$4.97K – 1222
2024
Q2 		$4.97K Buy
+620
New +$5.26K ﹤0.01% 591

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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Fortitude Family Office's CMTG Position: Q2 2026 in Review

Fortitude Family Office opened a new position in Claros Mortgage Trust (CMTG) in Q2 2026: 276 shares worth $649. The stake represents ﹤0.01% of the portfolio and ranks #1910 among its holdings. This is a return to the name: Fortitude Family Office previously reported a position in CMTG as recently as Q2 2024.

Fortitude Family Office first reported a position in CMTG in Q2 2024 and has held it in 2 quarters since. The position peaked at $4.97K in Q2 2024. 11 funds tracked by Wall St. Rank hold CMTG as of Q2 2026.

  • Fortitude Family Office held 276 shares of Claros Mortgage Trust worth $649 as of Q2 2026.
  • Claros Mortgage Trust was a new Fortitude Family Office position in Q2 2026.
  • Claros Mortgage Trust made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #1910 holding.
  • Fortitude Family Office first reported a position in Claros Mortgage Trust in Q2 2024 and has held it in 2 quarters since.
  • Fortitude Family Office's Claros Mortgage Trust position peaked at $4.97K in Q2 2024.
  • 11 funds tracked by Wall St. Rank held Claros Mortgage Trust as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.