Neuberger Berman Group
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Neuberger Berman Group’s Claros Mortgage Trust CMTG Stock Holding History

Neuberger Berman 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
Q2 		$20.6M Sell
8,757,139
-3,253
-0% -$7.98K 0.01% 710
2026
Q1 		$20.8M Sell
8,760,392
-836
-0% -$2.17K 0.02% 652
2025
Q4 		$26.8M Buy
8,761,228
+145
+0% +$473 0.02% 598
2025
Q3 		$29.1M Sell
8,761,083
-1,632
-0% -$5.5K 0.02% 578
2025
Q2 		$25M Buy
8,762,715
+12,715
+0.1% +$34.1K 0.02% 596
2025
Q1 		$32.6M Hold
8,750,000
– – 0.03% 516
2024
Q4 		$39.5M Hold
8,750,000
– – 0.03% 498
2024
Q3 		$65.5M Hold
8,750,000
– – 0.05% 389
2024
Q2 		$70.2M Hold
8,750,000
– – 0.06% 349
2024
Q1 		$85.4M Sell
8,750,000
-8,750,000
-50% -$94.7M 0.07% 315
2023
Q4 		$239M Buy
17,500,000
+8,750,000
+100% +$104M 0.1% 252
2023
Q3 		$97M Hold
8,750,000
– – 0.09% 283
2023
Q2 		$99.2M Hold
8,750,000
– – 0.09% 275
2023
Q1 		$102M Hold
8,750,000
– – 0.09% 265
2022
Q4 		$129M Hold
8,750,000
– – 0.13% 224
2022
Q3 		$103M Hold
8,750,000
– – 0.11% 264
2022
Q2 		$147M Hold
8,750,000
– – 0.15% 195
2022
Q1 		$150M Hold
8,750,000
– – 0.13% 231
2021
Q4 		$143M Buy
+8,750,000
New +$147M 0.11% 256

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
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

Neuberger Berman Group's CMTG Position: Q2 2026 in Review

Neuberger Berman Group reduced its Claros Mortgage Trust (CMTG) stake by 0.04% in Q2 2026, selling an estimated $7.98K and leaving 8,757,139 shares worth $20.6M. The position accounts for 0.01% of the portfolio, ranked #710.

Neuberger Berman Group first reported a position in CMTG in Q4 2021 and has held it in 19 quarters since. The position peaked at $239M in Q4 2023. 110 funds tracked by Wall St. Rank hold CMTG as of Q2 2026.

  • Neuberger Berman Group held 8,757,139 shares of Claros Mortgage Trust worth $20.6M as of Q2 2026.
  • Neuberger Berman Group sold 3,253 Claros Mortgage Trust shares in Q2 2026, an estimated $7.98K.
  • Claros Mortgage Trust made up 0.01% of Neuberger Berman Group's portfolio in Q2 2026, its #710 holding.
  • Neuberger Berman Group first reported a position in Claros Mortgage Trust in Q4 2021 and has held it in 19 quarters since.
  • Neuberger Berman Group's Claros Mortgage Trust position peaked at $239M in Q4 2023.
  • 110 funds tracked by Wall St. Rank held Claros Mortgage Trust as of Q2 2026.

Based on Neuberger Berman Group's 13F filing for Q2 2026, filed 13 Aug 2026.