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Sequoia Financial Advisors’s Claros Mortgage Trust CMTG Stock Holding History

Sequoia Financial Advisors’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 		$52.6K Buy
+22,386
New +$54.9K ﹤0.01% 2125

Other funds holding CMTG

FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Sequoia Financial Advisors's CMTG Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in Claros Mortgage Trust (CMTG) in Q2 2026: 22,386 shares worth $52.6K. The stake represents ﹤0.01% of the portfolio and ranks #2125 among its holdings.

8 funds tracked by Wall St. Rank hold CMTG as of Q2 2026.

  • Sequoia Financial Advisors held 22,386 shares of Claros Mortgage Trust worth $52.6K as of Q2 2026.
  • Claros Mortgage Trust was a new Sequoia Financial Advisors position in Q2 2026.
  • Claros Mortgage Trust made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #2125 holding.
  • 8 funds tracked by Wall St. Rank held Claros Mortgage Trust as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.