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IFP Advisors’s Claros Mortgage Trust CMTG Stock Holding History

IFP 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 		$52 Sell
22
-56
-72% -$137 ﹤0.01% 5015
2026
Q1 		$186 Sell
78
-125
-62% -$324 ﹤0.01% 4632
2025
Q4 		$621 Buy
203
+12
+6% +$39 ﹤0.01% 4223
2025
Q3 		$634 Buy
191
+20
+12% +$67 ﹤0.01% 4104
2025
Q2 		$487 Buy
+171
New +$459 ﹤0.01% 4449
2025
Q1 		– Hold
0
– – – 3910
2024
Q4 		– Hold
0
– – – 4034

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

IFP Advisors's CMTG Position: Q2 2026 in Review

IFP Advisors reduced its Claros Mortgage Trust (CMTG) stake by 72% in Q2 2026, selling an estimated $137 and leaving 22 shares worth $52. The position accounts for ﹤0.01% of the portfolio, ranked #5015.

IFP Advisors first reported a position in CMTG in Q2 2025 and has held it in 5 quarters since. The position peaked at $634 in Q3 2025. 110 funds tracked by Wall St. Rank hold CMTG as of Q2 2026.

  • IFP Advisors held 22 shares of Claros Mortgage Trust worth $52 as of Q2 2026.
  • IFP Advisors sold 56 Claros Mortgage Trust shares in Q2 2026, an estimated $137.
  • Claros Mortgage Trust made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #5015 holding.
  • IFP Advisors first reported a position in Claros Mortgage Trust in Q2 2025 and has held it in 5 quarters since.
  • IFP Advisors's Claros Mortgage Trust position peaked at $634 in Q3 2025.
  • 110 funds tracked by Wall St. Rank held Claros Mortgage Trust as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.