Rockefeller Capital Management
CMTG icon

Rockefeller Capital Management’s Claros Mortgage Trust CMTG Stock Holding History

Rockefeller Capital Management’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 		$2.96K Buy
1,244
+900
+262% +$2.33K ﹤0.01% 4342
2025
Q4 		$1.05K Buy
+344
New +$1.12K ﹤0.01% 4446

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

Rockefeller Capital Management's CMTG Position: Q1 2026 in Review

Rockefeller Capital Management increased its Claros Mortgage Trust (CMTG) stake by 262% in Q1 2026, buying an estimated $2.33K and bringing the position to 1,244 shares worth $2.96K. The position accounts for ﹤0.01% of the portfolio, ranked #4342.

Rockefeller Capital Management first reported a position in CMTG in Q4 2025 and has held it in 2 quarters since. 118 funds tracked by Wall St. Rank hold CMTG as of Q1 2026.

  • Rockefeller Capital Management held 1,244 shares of Claros Mortgage Trust worth $2.96K as of Q1 2026.
  • Rockefeller Capital Management bought 900 Claros Mortgage Trust shares in Q1 2026, an estimated $2.33K.
  • Claros Mortgage Trust made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #4342 holding.
  • Rockefeller Capital Management first reported a position in Claros Mortgage Trust in Q4 2025 and has held it in 2 quarters since.
  • 118 funds tracked by Wall St. Rank held Claros Mortgage Trust as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.