GIA
CHMI

Gladstone Institutional Advisory’s Cherry Hill Mortgage Investment Corp CHMI Stock Holding History

Gladstone Institutional Advisory’s Portfolio CHMI Stock Details CHMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-51,810
Closed -$130K – 899
2026
Q1 		$130K Buy
51,810
+39,161
+310% +$104K ﹤0.01% 812
2025
Q4 		$32.3K Sell
12,649
-3,486
-22% -$8.49K ﹤0.01% 786
2025
Q3 		$38.6K Sell
16,135
-66,865
-81% -$185K ﹤0.01% 781
2025
Q2 		$227K Buy
+83,000
New +$242K 0.01% 678

Other funds holding CHMI

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Gladstone Institutional Advisory's CHMI Position: Q2 2026 in Review

Gladstone Institutional Advisory sold out of Cherry Hill Mortgage Investment Corp (CHMI) in Q2 2026, closing a stake of 51,810 shares — an estimated $130K sold.

Gladstone Institutional Advisory first reported a position in CHMI in Q2 2025 and held it in 4 quarters. The position peaked at $227K in Q2 2025. 47 funds tracked by Wall St. Rank hold CHMI as of Q2 2026.

  • Gladstone Institutional Advisory reported no remaining Cherry Hill Mortgage Investment Corp position as of Q2 2026 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 51,810 Cherry Hill Mortgage Investment Corp shares in Q2 2026, an estimated $130K.
  • Gladstone Institutional Advisory first reported a position in Cherry Hill Mortgage Investment Corp in Q2 2025 and held it in 4 quarters.
  • Gladstone Institutional Advisory's Cherry Hill Mortgage Investment Corp position peaked at $227K in Q2 2025.
  • 47 funds tracked by Wall St. Rank held Cherry Hill Mortgage Investment Corp as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.