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INTECH Investment Management’s Claros Mortgage Trust CMTG Stock Holding History

INTECH Investment Management’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 		$63.7K Buy
27,104
+11,317
+72% +$27.8K ﹤0.01% 2023
2026
Q1 		$37.6K Sell
15,787
-19,597
-55% -$50.8K ﹤0.01% 2032
2025
Q4 		$108K Sell
35,384
-6,236
-15% -$20.4K ﹤0.01% 2142
2025
Q3 		$138K Sell
41,620
-27,688
-40% -$93.2K ﹤0.01% 2171
2025
Q2 		$198K Buy
69,308
+37,290
+116% +$100K ﹤0.01% 2091
2025
Q1 		$119K Sell
32,018
-11,363
-26% -$39K ﹤0.01% 2267
2024
Q4 		$196K Buy
43,381
+28,174
+185% +$176K ﹤0.01% 2040
2024
Q3 		$114K Buy
+15,207
New +$126K ﹤0.01% 1866

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

INTECH Investment Management's CMTG Position: Q2 2026 in Review

INTECH Investment Management increased its Claros Mortgage Trust (CMTG) stake by 72% in Q2 2026, buying an estimated $27.8K and bringing the position to 27,104 shares worth $63.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2023.

INTECH Investment Management first reported a position in CMTG in Q3 2024 and has held it in 8 quarters since. The position peaked at $198K in Q2 2025. 110 funds tracked by Wall St. Rank hold CMTG as of Q2 2026.

  • INTECH Investment Management held 27,104 shares of Claros Mortgage Trust worth $63.7K as of Q2 2026.
  • INTECH Investment Management bought 11,317 Claros Mortgage Trust shares in Q2 2026, an estimated $27.8K.
  • Claros Mortgage Trust made up ﹤0.01% of INTECH Investment Management's portfolio in Q2 2026, its #2023 holding.
  • INTECH Investment Management first reported a position in Claros Mortgage Trust in Q3 2024 and has held it in 8 quarters since.
  • INTECH Investment Management's Claros Mortgage Trust position peaked at $198K in Q2 2025.
  • 110 funds tracked by Wall St. Rank held Claros Mortgage Trust as of Q2 2026.

Based on INTECH Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.