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
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

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Gladstone Institutional Advisory's CHMI Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its Cherry Hill Mortgage Investment Corp (CHMI) stake by 310% in Q1 2026, buying an estimated $104K and bringing the position to 51,810 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #812.

Gladstone Institutional Advisory first reported a position in CHMI in Q2 2025 and has held it in 4 quarters since. The position peaked at $227K in Q2 2025. 54 funds tracked by Wall St. Rank hold CHMI as of Q1 2026.

  • Gladstone Institutional Advisory held 51,810 shares of Cherry Hill Mortgage Investment Corp worth $130K as of Q1 2026.
  • Gladstone Institutional Advisory bought 39,161 Cherry Hill Mortgage Investment Corp shares in Q1 2026, an estimated $104K.
  • Cherry Hill Mortgage Investment Corp made up ﹤0.01% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #812 holding.
  • Gladstone Institutional Advisory first reported a position in Cherry Hill Mortgage Investment Corp in Q2 2025 and has held it in 4 quarters since.
  • Gladstone Institutional Advisory's Cherry Hill Mortgage Investment Corp position peaked at $227K in Q2 2025.
  • 54 funds tracked by Wall St. Rank held Cherry Hill Mortgage Investment Corp as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.