WPA
CHMI

Wealth Preservation Advisors’s Cherry Hill Mortgage Investment Corp CHMI Stock Holding History

Wealth Preservation Advisors’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
Q2 		– Sell
-9,973
Closed -$32.9K – 589
2025
Q1 		$32.9K Buy
+9,973
New +$33.1K 0.02% 210

Other funds holding CHMI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Wealth Preservation Advisors's CHMI Position: Q2 2025 in Review

Wealth Preservation Advisors sold out of Cherry Hill Mortgage Investment Corp (CHMI) in Q2 2025, closing a stake of 9,973 shares — an estimated $32.9K sold.

Wealth Preservation Advisors first reported a position in CHMI in Q1 2025 and held it in 1 quarter. The position peaked at $32.9K in Q1 2025. 51 funds tracked by Wall St. Rank hold CHMI as of Q2 2025.

  • Wealth Preservation Advisors reported no remaining Cherry Hill Mortgage Investment Corp position as of Q2 2025 after selling out during the quarter.
  • Wealth Preservation Advisors sold 9,973 Cherry Hill Mortgage Investment Corp shares in Q2 2025, an estimated $32.9K.
  • Wealth Preservation Advisors first reported a position in Cherry Hill Mortgage Investment Corp in Q1 2025 and held it in 1 quarter.
  • Wealth Preservation Advisors's Cherry Hill Mortgage Investment Corp position peaked at $32.9K in Q1 2025.
  • 51 funds tracked by Wall St. Rank held Cherry Hill Mortgage Investment Corp as of Q2 2025.

Based on Wealth Preservation Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.