SWIM
CHMI

Smallwood Wealth Investment Management’s Cherry Hill Mortgage Investment Corp CHMI Stock Holding History

Smallwood Wealth Investment Management’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
2026
Q2 		$2.78K Hold
1,200
– – ﹤0.01% 392
2026
Q1 		$3K Hold
1,200
– – ﹤0.01% 394
2025
Q4 		$3.06K Hold
1,200
– – ﹤0.01% 378
2025
Q3 		$2.87K Hold
1,200
– – ﹤0.01% 377
2025
Q2 		$3.28K Hold
1,200
– – ﹤0.01% 375
2025
Q1 		$3.96K Buy
+1,200
New +$3.99K ﹤0.01% 354

Other funds holding CHMI

Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return
SW
SkyOak Wealth Southfield, Michigan $612M AUM 23.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Smallwood Wealth Investment Management's CHMI Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Cherry Hill Mortgage Investment Corp (CHMI) position steady in Q2 2026 at 1,200 shares worth $2.78K. The position accounts for ﹤0.01% of the portfolio, ranked #392.

Smallwood Wealth Investment Management first reported a position in CHMI in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.96K in Q1 2025. 7 funds tracked by Wall St. Rank hold CHMI as of Q2 2026.

  • Smallwood Wealth Investment Management held 1,200 shares of Cherry Hill Mortgage Investment Corp worth $2.78K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Cherry Hill Mortgage Investment Corp share count unchanged in Q2 2026.
  • Cherry Hill Mortgage Investment Corp made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #392 holding.
  • Smallwood Wealth Investment Management first reported a position in Cherry Hill Mortgage Investment Corp in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's Cherry Hill Mortgage Investment Corp position peaked at $3.96K in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Cherry Hill Mortgage Investment Corp as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.