UBS Group
CHMI

UBS Group’s Cherry Hill Mortgage Investment Corp CHMI Stock Holding History

UBS Group’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 		$48.4K Buy
19,359
+6,575
+51% +$17.4K ﹤0.01% 7387
2025
Q4 		$32.6K Buy
12,784
+12,251
+2,298% +$29.8K ﹤0.01% 7472
2025
Q3 		$1.27K Buy
533
+226
+74% +$626 ﹤0.01% 9388
2025
Q2 		$838 Sell
307
-466
-60% -$1.36K ﹤0.01% 9729
2025
Q1 		$2.55K Buy
773
+589
+320% +$1.96K ﹤0.01% 9309
2024
Q4 		$486 Sell
184
-273
-60% -$820 ﹤0.01% 9451
2024
Q3 		$1.66K Hold
457
– – ﹤0.01% 8582
2024
Q2 		$1.66K Hold
457
– – ﹤0.01% 8530
2024
Q1 		$1.62K Sell
457
-2,752
-86% -$10.1K ﹤0.01% 8098
2023
Q4 		$13K Buy
3,209
+2,028
+172% +$7.35K ﹤0.01% 7331
2023
Q3 		$4.39K Sell
1,181
-979
-45% -$4.01K ﹤0.01% 7445
2023
Q2 		$10.4K Buy
2,160
+786
+57% +$4.05K ﹤0.01% 7140
2023
Q1 		$7.58K Buy
1,374
+199
+17% +$1.26K ﹤0.01% 7795
2022
Q4 		$6.82K Sell
1,175
-205
-15% -$1.15K ﹤0.01% 8984
2022
Q3 		$7K Sell
1,380
-38,219
-97% -$250K ﹤0.01% 8851
2022
Q2 		$254K Buy
39,599
+969
+3% +$6.68K ﹤0.01% 4735
2022
Q1 		$298K Buy
38,630
+1
+0% +$8 ﹤0.01% 5068
2021
Q4 		$319K Sell
38,629
-3,099
-7% -$27.4K ﹤0.01% 5321
2021
Q3 		$371K Hold
41,728
– – ﹤0.01% 4910
2021
Q2 		$411K Sell
41,728
-6,402
-13% -$63.5K ﹤0.01% 4879
2021
Q1 		$450K Sell
48,130
-9,525
-17% -$90.9K ﹤0.01% 4952
2020
Q4 		$527K Buy
57,655
+40,998
+246% +$382K ﹤0.01% 4562
2020
Q3 		$150K Sell
16,657
-4,149
-20% -$38.9K ﹤0.01% 4962
2020
Q2 		$188K Sell
20,806
-981
-5% -$7.53K ﹤0.01% 4843
2020
Q1 		$135K Sell
21,787
-57,315
-72% -$752K ﹤0.01% 5029
2019
Q4 		$1.15M Buy
79,102
+1,456
+2% +$20.4K ﹤0.01% 4070
2019
Q3 		$1.02M Buy
77,646
+8,579
+12% +$122K ﹤0.01% 3952
2019
Q2 		$1.1M Buy
69,067
+21,678
+46% +$368K ﹤0.01% 3679
2019
Q1 		$816K Buy
47,389
+20,018
+73% +$367K ﹤0.01% 3728
2018
Q4 		$480K Sell
27,371
-12,077
-31% -$221K ﹤0.01% 4305
2018
Q3 		$714K Buy
39,448
+13,084
+50% +$240K ﹤0.01% 4146
2018
Q2 		$471K Sell
26,364
-155
-0.6% -$2.81K ﹤0.01% 4355
2018
Q1 		$466K Sell
26,519
-6,195
-19% -$106K ﹤0.01% 4260
2017
Q4 		$588K Sell
32,714
-5,770
-15% -$106K ﹤0.01% 4177
2017
Q3 		$696K Buy
38,484
+5,328
+16% +$99.5K ﹤0.01% 3979
2017
Q2 		$612K Buy
33,156
+11,900
+56% +$213K ﹤0.01% 3977
2017
Q1 		$363K Sell
21,256
-2,137
-9% -$38.8K ﹤0.01% 4262
2016
Q4 		$426K Sell
23,393
-7,850
-25% -$135K ﹤0.01% 4245
2016
Q3 		$535K Hold
31,243
– – ﹤0.01% 3880
2016
Q2 		$486K Sell
31,243
-450
-1% -$6.72K ﹤0.01% 3905
2016
Q1 		$449K Sell
31,693
-190
-0.6% -$2.61K ﹤0.01% 3850
2015
Q4 		$414K Sell
31,883
-1,132
-3% -$16.5K ﹤0.01% 4107
2015
Q3 		$503K Buy
33,015
+872
+3% +$14.2K ﹤0.01% 3893
2015
Q2 		$521K Sell
32,143
-1,774
-5% -$31K ﹤0.01% 4090
2015
Q1 		$598K Sell
33,917
-5,503
-14% -$96.7K ﹤0.01% 3995
2014
Q4 		$729K Buy
+39,420
New +$730K ﹤0.01% 3839

Other funds holding CHMI

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
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

UBS Group's CHMI Position: Q1 2026 in Review

UBS Group increased its Cherry Hill Mortgage Investment Corp (CHMI) stake by 51% in Q1 2026, buying an estimated $17.4K and bringing the position to 19,359 shares worth $48.4K. The position accounts for ﹤0.01% of the portfolio, ranked #7387.

UBS Group first reported a position in CHMI in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.15M in Q4 2019. 54 funds tracked by Wall St. Rank hold CHMI as of Q1 2026.

  • UBS Group held 19,359 shares of Cherry Hill Mortgage Investment Corp worth $48.4K as of Q1 2026.
  • UBS Group bought 6,575 Cherry Hill Mortgage Investment Corp shares in Q1 2026, an estimated $17.4K.
  • Cherry Hill Mortgage Investment Corp made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7387 holding.
  • UBS Group first reported a position in Cherry Hill Mortgage Investment Corp in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Cherry Hill Mortgage Investment Corp position peaked at $1.15M in Q4 2019.
  • 54 funds tracked by Wall St. Rank held Cherry Hill Mortgage Investment Corp as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.