Legal & General Group
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Legal & General Group’s Claros Mortgage Trust CMTG Stock Holding History

Legal & General Group’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 		$20.3K Hold
8,547
– – ﹤0.01% 2955
2025
Q4 		$26.2K Hold
8,547
– – ﹤0.01% 2924
2025
Q3 		$28.4K Hold
8,547
– – ﹤0.01% 2905
2025
Q2 		$24.4K Sell
8,547
-96,196
-92% -$258K ﹤0.01% 2927
2025
Q1 		$391K Buy
104,743
+27,281
+35% +$93.6K ﹤0.01% 2474
2024
Q4 		$350K Sell
77,462
-42,824
-36% -$267K ﹤0.01% 2574
2024
Q3 		$901K Buy
120,286
+507
+0.4% +$4.22K ﹤0.01% 2272
2024
Q2 		$961K Sell
119,779
-482
-0.4% -$4.09K ﹤0.01% 2216
2024
Q1 		$1.17M Sell
120,261
-473
-0.4% -$5.12K ﹤0.01% 2138
2023
Q4 		$1.65M Buy
120,734
+5,169
+4% +$61.5K ﹤0.01% 2036
2023
Q3 		$1.28M Buy
115,565
+19,971
+21% +$228K ﹤0.01% 2095
2023
Q2 		$1.08M Buy
95,594
+56,322
+143% +$633K ﹤0.01% 2189
2023
Q1 		$458K Buy
39,272
+3,032
+8% +$43.5K ﹤0.01% 2336
2022
Q4 		$533K Buy
36,240
+26,176
+260% +$411K ﹤0.01% 2322
2022
Q3 		$119K Buy
10,064
+783
+8% +$13.4K ﹤0.01% 2770
2022
Q2 		$155K Buy
+9,281
New +$175K ﹤0.01% 2725

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

Legal & General Group's CMTG Position: Q1 2026 in Review

Legal & General Group held its Claros Mortgage Trust (CMTG) position steady in Q1 2026 at 8,547 shares worth $20.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2955.

Legal & General Group first reported a position in CMTG in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.65M in Q4 2023. 118 funds tracked by Wall St. Rank hold CMTG as of Q1 2026.

  • Legal & General Group held 8,547 shares of Claros Mortgage Trust worth $20.3K as of Q1 2026.
  • Legal & General Group left its Claros Mortgage Trust share count unchanged in Q1 2026.
  • Claros Mortgage Trust made up ﹤0.01% of Legal & General Group's portfolio in Q1 2026, its #2955 holding.
  • Legal & General Group first reported a position in Claros Mortgage Trust in Q2 2022 and has held it in 16 quarters since.
  • Legal & General Group's Claros Mortgage Trust position peaked at $1.65M in Q4 2023.
  • 118 funds tracked by Wall St. Rank held Claros Mortgage Trust as of Q1 2026.

Based on Legal & General Group's 13F filing for Q1 2026, filed 8 May 2026.