RFP
CHMI

Root Financial Partners’s Cherry Hill Mortgage Investment Corp CHMI Stock Holding History

Root Financial Partners’s Portfolio CHMI Stock Details CHMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-12,158
Closed -$32.1K – 213
2024
Q4 		$32.1K Buy
+12,158
New +$36.5K ﹤0.01% 213

Other funds holding CHMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Root Financial Partners's CHMI Position: Q1 2025 in Review

Root Financial Partners sold out of Cherry Hill Mortgage Investment Corp (CHMI) in Q1 2025, closing a stake of 12,158 shares — an estimated $32.1K sold.

Root Financial Partners first reported a position in CHMI in Q4 2024 and held it in 1 quarter. The position peaked at $32.1K in Q4 2024. 45 funds tracked by Wall St. Rank hold CHMI as of Q1 2025.

  • Root Financial Partners reported no remaining Cherry Hill Mortgage Investment Corp position as of Q1 2025 after selling out during the quarter.
  • Root Financial Partners sold 12,158 Cherry Hill Mortgage Investment Corp shares in Q1 2025, an estimated $32.1K.
  • Root Financial Partners first reported a position in Cherry Hill Mortgage Investment Corp in Q4 2024 and held it in 1 quarter.
  • Root Financial Partners's Cherry Hill Mortgage Investment Corp position peaked at $32.1K in Q4 2024.
  • 45 funds tracked by Wall St. Rank held Cherry Hill Mortgage Investment Corp as of Q1 2025.

Based on Root Financial Partners's 13F filing for Q1 2025, filed 25 Apr 2025.