GFA
CMTG icon

Gallagher Fiduciary Advisors’s Claros Mortgage Trust CMTG Stock Holding History

Gallagher Fiduciary 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 		$78.7K Sell
33,506
-1,430
-4% -$3.51K ﹤0.01% 356
2026
Q1 		$83.1K Sell
34,936
-735
-2% -$1.9K ﹤0.01% 331
2025
Q4 		$109K Buy
35,671
+3,509
+11% +$11.5K ﹤0.01% 323
2025
Q3 		$107K Sell
32,162
-387
-1% -$1.3K ﹤0.01% 305
2025
Q2 		$92.8K Buy
32,549
+6,939
+27% +$18.6K ﹤0.01% 318
2025
Q1 		$95.5K Buy
25,610
+3,179
+14% +$10.9K ﹤0.01% 301
2024
Q4 		$101K Buy
22,431
+611
+3% +$3.81K 0.02% 292
2024
Q3 		$163K Buy
21,820
+5,354
+33% +$44.5K 0.03% 260
2024
Q2 		$132K Buy
+16,466
New +$140K 0.03% 250

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

Gallagher Fiduciary Advisors's CMTG Position: Q2 2026 in Review

Gallagher Fiduciary Advisors reduced its Claros Mortgage Trust (CMTG) stake by 4.1% in Q2 2026, selling an estimated $3.51K and leaving 33,506 shares worth $78.7K. The position accounts for ﹤0.01% of the portfolio, ranked #356.

Gallagher Fiduciary Advisors first reported a position in CMTG in Q2 2024 and has held it in 9 quarters since. The position peaked at $163K in Q3 2024. 110 funds tracked by Wall St. Rank hold CMTG as of Q2 2026.

  • Gallagher Fiduciary Advisors held 33,506 shares of Claros Mortgage Trust worth $78.7K as of Q2 2026.
  • Gallagher Fiduciary Advisors sold 1,430 Claros Mortgage Trust shares in Q2 2026, an estimated $3.51K.
  • Claros Mortgage Trust made up ﹤0.01% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #356 holding.
  • Gallagher Fiduciary Advisors first reported a position in Claros Mortgage Trust in Q2 2024 and has held it in 9 quarters since.
  • Gallagher Fiduciary Advisors's Claros Mortgage Trust position peaked at $163K in Q3 2024.
  • 110 funds tracked by Wall St. Rank held Claros Mortgage Trust as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.