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LM Asset (IM) Inc’s Claros Mortgage Trust CMTG Stock Holding History

LM Asset (IM) 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 		$4.34M Buy
1,846,000
+446,000
+32% +$1.09M 2.69% 9
2026
Q1 		$3.33M Buy
1,400,000
+866,000
+162% +$2.24M 1.73% 10
2025
Q4 		$1.63M Buy
+534,000
New +$1.74M 1.29% 10

Other funds holding CMTG

HI
Hyundai Investments Yeongdeungopo-Gu, Seoul, South Korea $92.3M AUM 0.12% 1-Year Est. Return
KI
Koch Inc Wichita, Kansas $1.09B AUM 59.79% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

LM Asset (IM) Inc's CMTG Position: Q2 2026 in Review

LM Asset (IM) Inc increased its Claros Mortgage Trust (CMTG) stake by 32% in Q2 2026, buying an estimated $1.09M and bringing the position to 1,846,000 shares worth $4.34M. The position accounts for 2.69% of the portfolio, ranked #9.

LM Asset (IM) Inc first reported a position in CMTG in Q4 2025 and has held it in 3 quarters since. 110 funds tracked by Wall St. Rank hold CMTG as of Q2 2026.

  • LM Asset (IM) Inc held 1,846,000 shares of Claros Mortgage Trust worth $4.34M as of Q2 2026.
  • LM Asset (IM) Inc bought 446,000 Claros Mortgage Trust shares in Q2 2026, an estimated $1.09M.
  • Claros Mortgage Trust made up 2.69% of LM Asset (IM) Inc's portfolio in Q2 2026, its #9 holding.
  • LM Asset (IM) Inc first reported a position in Claros Mortgage Trust in Q4 2025 and has held it in 3 quarters since.
  • 110 funds tracked by Wall St. Rank held Claros Mortgage Trust as of Q2 2026.

Based on LM Asset (IM) Inc's 13F filing for Q2 2026, filed 11 Aug 2026.