Yelin Lapidot Holdings Management’s Creative Media & Community Trust CMCT Stock Holding History

Yelin Lapidot Holdings Management’s Portfolio CMCT Stock Details CMCT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-13	Closed	-$7.85K	–	97
2025 Q1	$7.85K	Hold	13	–	–	﹤0.01%	98
2024 Q4	$72K	Hold	13	–	–	0.01%	98
2024 Q3	$154K	Hold	13	–	–	0.03%	90
2024 Q2	$845K	Hold	13	–	–	0.15%	60
2024 Q1	$1.34M	Hold	13	–	–	0.28%	56
2023 Q4	$1.18M	Hold	13	–	–	0.28%	55
2023 Q3	$1.26M	Buy	+13	New	+$1.4M	0.31%	52

Other funds holding CMCT

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CSC

Caldwell Sutter Capital Sausalito, California $246M AUM 23.62% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Yelin Lapidot Holdings Management's CMCT Position: Q2 2025 in Review

Yelin Lapidot Holdings Management sold out of Creative Media & Community Trust (CMCT) in Q2 2025, closing a stake of 13 shares — an estimated $7.85K sold.

Yelin Lapidot Holdings Management first reported a position in CMCT in Q3 2023 and held it in 7 quarters. The position peaked at $1.34M in Q1 2024. 11 funds tracked by Wall St. Rank hold CMCT as of Q2 2025.

Yelin Lapidot Holdings Management reported no remaining Creative Media & Community Trust position as of Q2 2025 after selling out during the quarter.
Yelin Lapidot Holdings Management sold 13 Creative Media & Community Trust shares in Q2 2025, an estimated $7.85K.
Yelin Lapidot Holdings Management first reported a position in Creative Media & Community Trust in Q3 2023 and held it in 7 quarters.
Yelin Lapidot Holdings Management's Creative Media & Community Trust position peaked at $1.34M in Q1 2024.
11 funds tracked by Wall St. Rank held Creative Media & Community Trust as of Q2 2025.

Based on Yelin Lapidot Holdings Management's 13F filing for Q2 2025, filed 6 Aug 2025.