GRP
CMTG icon

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
2026
Q2 		$2.73K Buy
+1,163
New +$2.85K ﹤0.01% 3899
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 $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

Global Retirement Partners's CMTG Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Claros Mortgage Trust (CMTG) in Q2 2026: 1,163 shares worth $2.73K. The stake represents ﹤0.01% of the portfolio and ranks #3899 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in CMTG as recently as Q4 2025.

Global Retirement Partners first reported a position in CMTG in Q4 2024 and has held it in 5 quarters since. 109 funds tracked by Wall St. Rank hold CMTG as of Q2 2026.

  • Global Retirement Partners held 1,163 shares of Claros Mortgage Trust worth $2.73K as of Q2 2026.
  • Claros Mortgage Trust was a new Global Retirement Partners position in Q2 2026.
  • Claros Mortgage Trust made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3899 holding.
  • Global Retirement Partners first reported a position in Claros Mortgage Trust in Q4 2024 and has held it in 5 quarters since.
  • 109 funds tracked by Wall St. Rank held Claros Mortgage Trust as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.