Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s Claros Mortgage Trust CMTG Stock Holding History

Jacobs Levy Equity 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
Q1 		$88.7K Buy
+37,287
New +$96.6K ﹤0.01% 943
2025
Q3 		– Sell
-24,442
Closed -$69.7K – 992
2025
Q2 		$69.7K Buy
+24,442
New +$65.6K ﹤0.01% 1013

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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

Jacobs Levy Equity Management's CMTG Position: Q1 2026 in Review

Jacobs Levy Equity Management opened a new position in Claros Mortgage Trust (CMTG) in Q1 2026: 37,287 shares worth $88.7K. The stake represents ﹤0.01% of the portfolio and ranks #943 among its holdings. This is a return to the name: Jacobs Levy Equity Management previously reported a position in CMTG as recently as Q2 2025.

Jacobs Levy Equity Management first reported a position in CMTG in Q2 2025 and has held it in 2 quarters since. 118 funds tracked by Wall St. Rank hold CMTG as of Q1 2026.

  • Jacobs Levy Equity Management held 37,287 shares of Claros Mortgage Trust worth $88.7K as of Q1 2026.
  • Claros Mortgage Trust was a new Jacobs Levy Equity Management position in Q1 2026.
  • Claros Mortgage Trust made up ﹤0.01% of Jacobs Levy Equity Management's portfolio in Q1 2026, its #943 holding.
  • Jacobs Levy Equity Management first reported a position in Claros Mortgage Trust in Q2 2025 and has held it in 2 quarters since.
  • 118 funds tracked by Wall St. Rank held Claros Mortgage Trust as of Q1 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.