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Global Retirement Partners’s Claros Mortgage Trust CMTG Stock Holding History

Global Retirement Partners’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 		$147 Hold
48
– – ﹤0.01% 4126
2025
Q3 		$159 Hold
48
– – ﹤0.01% 3757
2025
Q2 		$137 Buy
+48
New +$129 ﹤0.01% 3698
2024
Q4 		$217 Buy
+48
New +$299 ﹤0.01% 3498

Other funds holding CMTG

HI
Hyundai Investments Yeongdeungopo-Gu, Seoul, South Korea $88.7M AUM 25.11% 1-Year Est. Return
KI
Koch Inc Wichita, Kansas $922M AUM 16.65% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WI
Wafra Inc New York $5.95M AUM 6.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Global Retirement Partners's CMTG Position: Q4 2025 in Review

Global Retirement Partners held its Claros Mortgage Trust (CMTG) position steady in Q4 2025 at 48 shares worth $147. The position accounts for ﹤0.01% of the portfolio, ranked #4126.

Global Retirement Partners first reported a position in CMTG in Q4 2024 and has held it in 4 quarters since. The position peaked at $217 in Q4 2024. 117 funds tracked by Wall St. Rank hold CMTG as of Q4 2025.

  • Global Retirement Partners held 48 shares of Claros Mortgage Trust worth $147 as of Q4 2025.
  • Global Retirement Partners left its Claros Mortgage Trust share count unchanged in Q4 2025.
  • Claros Mortgage Trust made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #4126 holding.
  • Global Retirement Partners first reported a position in Claros Mortgage Trust in Q4 2024 and has held it in 4 quarters since.
  • Global Retirement Partners's Claros Mortgage Trust position peaked at $217 in Q4 2024.
  • 117 funds tracked by Wall St. Rank held Claros Mortgage Trust as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.