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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
Q1 		$109 Buy
+46
New +$119 ﹤0.01% 923

Other funds holding CMTG

HI
Hyundai Investments Yeongdeungopo-Gu, Seoul, South Korea $88.7M AUM 25.11% 1-Year Est. Return
KI
Koch Inc Wichita, Kansas $922M AUM 16.65% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WI
Wafra Inc New York $5.95M AUM 6.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Wealth Preservation Advisors's CMTG Position: Q1 2026 in Review

Wealth Preservation Advisors opened a new position in Claros Mortgage Trust (CMTG) in Q1 2026: 46 shares worth $109. The stake represents ﹤0.01% of the portfolio and ranks #923 among its holdings.

118 funds tracked by Wall St. Rank hold CMTG as of Q1 2026.

  • Wealth Preservation Advisors held 46 shares of Claros Mortgage Trust worth $109 as of Q1 2026.
  • Claros Mortgage Trust was a new Wealth Preservation Advisors position in Q1 2026.
  • Claros Mortgage Trust made up ﹤0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #923 holding.
  • 118 funds tracked by Wall St. Rank held Claros Mortgage Trust as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.