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Wealth Preservation Advisors’s Claros Mortgage Trust CMTG Stock Holding History

Wealth Preservation 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 		– Sell
-46
Closed -$109 – 251
2026
Q1 		$109 Buy
+46
New +$119 ﹤0.01% 923

Other funds holding CMTG

HI
Hyundai Investments Yeongdeungopo-Gu, Seoul, South Korea $92.3M AUM 0.12% 1-Year Est. Return
KI
Koch Inc Wichita, Kansas $1.09B AUM 59.79% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WI
Wafra Inc New York $5.88M AUM 19.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LAII
LM Asset (IM) Inc Vancouver, British Columbia, Canada $161M AUM 77.63% 1-Year Est. Return

Wealth Preservation Advisors's CMTG Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Claros Mortgage Trust (CMTG) in Q2 2026, closing a stake of 46 shares — an estimated $109 sold.

Wealth Preservation Advisors first reported a position in CMTG in Q1 2026 and held it in 1 quarter. The position peaked at $109 in Q1 2026. 109 funds tracked by Wall St. Rank hold CMTG as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Claros Mortgage Trust position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 46 Claros Mortgage Trust shares in Q2 2026, an estimated $109.
  • Wealth Preservation Advisors first reported a position in Claros Mortgage Trust in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Claros Mortgage Trust position peaked at $109 in Q1 2026.
  • 109 funds tracked by Wall St. Rank held Claros Mortgage Trust as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.