Jim Simons
CMTG icon

Jim Simons’s Claros Mortgage Trust CMTG Stock Holding History

Jim Simons’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 		$116K Buy
48,800
+21,900
+81% +$56.7K ﹤0.01% 3010
2025
Q4 		$82.3K Buy
26,900
+4,200
+19% +$13.7K ﹤0.01% 3032
2025
Q3 		$75.4K Buy
+22,700
New +$76.4K ﹤0.01% 3293
2025
Q2 		– Sell
-26,500
Closed -$98.8K – 3593
2025
Q1 		$98.8K Buy
+26,500
New +$91K ﹤0.01% 3200
2024
Q4 		– Sell
-63,800
Closed -$478K – 3614
2024
Q3 		$478K Buy
+63,800
New +$531K ﹤0.01% 2809
2024
Q1 		– Sell
-47,300
Closed -$645K – 3754
2023
Q4 		$645K Sell
47,300
-30,600
-39% -$364K ﹤0.01% 2659
2023
Q3 		$863K Sell
77,900
-41,700
-35% -$475K ﹤0.01% 2402
2023
Q2 		$1.36M Sell
119,600
-46,700
-28% -$525K ﹤0.01% 2260
2023
Q1 		$1.94M Sell
166,300
-24,800
-13% -$356K ﹤0.01% 2052
2022
Q4 		$2.81M Buy
191,100
+6,200
+3% +$97.4K ﹤0.01% 1865
2022
Q3 		$2.17M Buy
184,900
+53,100
+40% +$911K ﹤0.01% 1959
2022
Q2 		$2.21M Buy
+131,800
New +$2.49M ﹤0.01% 2111

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 $6.73T AUM 46.02% 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 $1.88T AUM 44.46% 1-Year Est. Return
WI
Wafra Inc New York $5.88M AUM 19.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Jim Simons's CMTG Position: Q1 2026 in Review

Jim Simons increased its Claros Mortgage Trust (CMTG) stake by 81% in Q1 2026, buying an estimated $56.7K and bringing the position to 48,800 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #3010.

Jim Simons first reported a position in CMTG in Q2 2022 and has held it in 12 quarters since. The position peaked at $2.81M in Q4 2022. 118 funds tracked by Wall St. Rank hold CMTG as of Q1 2026.

  • Jim Simons held 48,800 shares of Claros Mortgage Trust worth $116K as of Q1 2026.
  • Jim Simons bought 21,900 Claros Mortgage Trust shares in Q1 2026, an estimated $56.7K.
  • Claros Mortgage Trust made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #3010 holding.
  • Jim Simons first reported a position in Claros Mortgage Trust in Q2 2022 and has held it in 12 quarters since.
  • Jim Simons's Claros Mortgage Trust position peaked at $2.81M in Q4 2022.
  • 118 funds tracked by Wall St. Rank held Claros Mortgage Trust as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.