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Integrated Wealth Concepts’s Claros Mortgage Trust CMTG Stock Holding History

Integrated Wealth Concepts’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 		$1.65K Buy
+701
New +$1.72K ﹤0.01% 5406

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

Integrated Wealth Concepts's CMTG Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Claros Mortgage Trust (CMTG) in Q2 2026: 701 shares worth $1.65K. The stake represents ﹤0.01% of the portfolio and ranks #5406 among its holdings.

110 funds tracked by Wall St. Rank hold CMTG as of Q2 2026.

  • Integrated Wealth Concepts held 701 shares of Claros Mortgage Trust worth $1.65K as of Q2 2026.
  • Claros Mortgage Trust was a new Integrated Wealth Concepts position in Q2 2026.
  • Claros Mortgage Trust made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5406 holding.
  • 110 funds tracked by Wall St. Rank held Claros Mortgage Trust as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.