SF
CHMI

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

Summit Financial’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
Q1 		$2.66M Buy
1,024,853
+13,977
+1% +$36.9K 0.03% 496
2025
Q4 		$2.68M Buy
1,010,876
+520,291
+106% +$1.27M 0.04% 416
2025
Q3 		$1.17M Buy
490,585
+460,383
+1,524% +$1.28M 0.02% 605
2025
Q2 		$87K Buy
+30,202
New +$88K ﹤0.01% 804

Other funds holding CHMI

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Summit Financial's CHMI Position: Q1 2026 in Review

Summit Financial increased its Cherry Hill Mortgage Investment Corp (CHMI) stake by 1.4% in Q1 2026, buying an estimated $36.9K and bringing the position to 1,024,853 shares worth $2.66M. The position accounts for 0.03% of the portfolio, ranked #496.

Summit Financial first reported a position in CHMI in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.68M in Q4 2025. 54 funds tracked by Wall St. Rank hold CHMI as of Q1 2026.

  • Summit Financial held 1,024,853 shares of Cherry Hill Mortgage Investment Corp worth $2.66M as of Q1 2026.
  • Summit Financial bought 13,977 Cherry Hill Mortgage Investment Corp shares in Q1 2026, an estimated $36.9K.
  • Cherry Hill Mortgage Investment Corp made up 0.03% of Summit Financial's portfolio in Q1 2026, its #496 holding.
  • Summit Financial first reported a position in Cherry Hill Mortgage Investment Corp in Q2 2025 and has held it in 4 quarters since.
  • Summit Financial's Cherry Hill Mortgage Investment Corp position peaked at $2.68M in Q4 2025.
  • 54 funds tracked by Wall St. Rank held Cherry Hill Mortgage Investment Corp as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.