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Lindbrook Capital’s Claros Mortgage Trust CMTG Stock Holding History

Lindbrook Capital’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
2025
Q1 		$3.29K Buy
882
+825
+1,447% +$2.83K ﹤0.01% 2121
2024
Q4 		$258 Buy
+57
New +$355 ﹤0.01% 2699
2022
Q2 		– Sell
-59,524
Closed -$1.02M – 2522
2022
Q1 		$1.02M Buy
+59,524
New +$1.04M 0.16% 90

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return
WI
Wafra Inc New York $5.95M AUM 6.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lindbrook Capital's CMTG Position: Q1 2025 in Review

Lindbrook Capital increased its Claros Mortgage Trust (CMTG) stake by 1,447% in Q1 2025, buying an estimated $2.83K and bringing the position to 882 shares worth $3.29K. The position accounts for ﹤0.01% of the portfolio, ranked #2121.

Lindbrook Capital first reported a position in CMTG in Q1 2022 and has held it in 3 quarters since. The position peaked at $1.02M in Q1 2022. 137 funds tracked by Wall St. Rank hold CMTG as of Q1 2025.

  • Lindbrook Capital held 882 shares of Claros Mortgage Trust worth $3.29K as of Q1 2025.
  • Lindbrook Capital bought 825 Claros Mortgage Trust shares in Q1 2025, an estimated $2.83K.
  • Claros Mortgage Trust made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2121 holding.
  • Lindbrook Capital first reported a position in Claros Mortgage Trust in Q1 2022 and has held it in 3 quarters since.
  • Lindbrook Capital's Claros Mortgage Trust position peaked at $1.02M in Q1 2022.
  • 137 funds tracked by Wall St. Rank held Claros Mortgage Trust as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.