KI
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Koch Inc’s Claros Mortgage Trust CMTG Stock Holding History

Koch Inc’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 		$35.5M Hold
15,126,917
– – 3.25% 8
2026
Q1 		$36M Hold
15,126,917
– – 3.91% 7
2025
Q4 		$46.3M Hold
15,126,917
– – 6.41% 7
2025
Q3 		$50.2M Hold
15,126,917
– – 6.64% 6
2025
Q2 		$43.1M Hold
15,126,917
– – 6.24% 5
2025
Q1 		$56.4M Hold
15,126,917
– – 12.17% 4
2024
Q4 		$68.4M Buy
+15,126,917
New +$94.3M 10.9% 4

Other funds holding CMTG

HI
Hyundai Investments Yeongdeungopo-Gu, Seoul, South Korea $92.3M AUM 0.12% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Koch Inc's CMTG Position: Q2 2026 in Review

Koch Inc held its Claros Mortgage Trust (CMTG) position steady in Q2 2026 at 15,126,917 shares worth $35.5M. The position accounts for 3.25% of the portfolio, ranked #8.

Koch Inc first reported a position in CMTG in Q4 2024 and has held it in 7 quarters since. The position peaked at $68.4M in Q4 2024. 110 funds tracked by Wall St. Rank hold CMTG as of Q2 2026.

  • Koch Inc held 15,126,917 shares of Claros Mortgage Trust worth $35.5M as of Q2 2026.
  • Koch Inc left its Claros Mortgage Trust share count unchanged in Q2 2026.
  • Claros Mortgage Trust made up 3.25% of Koch Inc's portfolio in Q2 2026, its #8 holding.
  • Koch Inc first reported a position in Claros Mortgage Trust in Q4 2024 and has held it in 7 quarters since.
  • Koch Inc's Claros Mortgage Trust position peaked at $68.4M in Q4 2024.
  • 110 funds tracked by Wall St. Rank held Claros Mortgage Trust as of Q2 2026.

Based on Koch Inc's 13F filing for Q2 2026, filed 13 Aug 2026.