Oliver Lagore Vanvalin Investment Group’s Claros Mortgage Trust CMTG Stock Holding History

Oliver Lagore Vanvalin Investment 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
2025 Q2	$2.24K	Buy	+600	New	+$1.61K	﹤0.01%	543

Other funds holding CMTG

Hyundai Investments Yeongdeungopo-Gu, Seoul, South Korea $88.7M AUM 25.11% 1-Year Est. Return

Koch Inc Wichita, Kansas $922M AUM 16.65% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wafra Inc New York $5.95M AUM 6.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's CMTG Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Claros Mortgage Trust (CMTG) in Q2 2025: 600 shares worth $2.24K. The stake represents ﹤0.01% of the portfolio and ranks #543 among its holdings.

124 funds tracked by Wall St. Rank hold CMTG as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 600 shares of Claros Mortgage Trust worth $2.24K as of Q2 2025.
Claros Mortgage Trust was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Claros Mortgage Trust made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #543 holding.
124 funds tracked by Wall St. Rank held Claros Mortgage Trust as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.