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Zacks Investment Management’s Claros Mortgage Trust CMTG Stock Holding History

Zacks Investment Management’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
2025
Q3 		– Sell
-96,175
Closed -$274K – 764
2025
Q2 		$274K Sell
96,175
-249,992
-72% -$671K ﹤0.01% 568
2025
Q1 		$1.29M Buy
346,167
+42,895
+14% +$147K 0.01% 377
2024
Q4 		$1.37M Sell
303,272
-28,593
-9% -$178K 0.01% 378
2024
Q3 		$2.49M Buy
331,865
+68,749
+26% +$572K 0.02% 306
2024
Q2 		$2.11M Buy
+263,116
New +$2.23M 0.02% 280

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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

Zacks Investment Management's CMTG Position: Q3 2025 in Review

Zacks Investment Management sold out of Claros Mortgage Trust (CMTG) in Q3 2025, closing a stake of 96,175 shares — an estimated $274K sold.

Zacks Investment Management first reported a position in CMTG in Q2 2024 and held it in 5 quarters. The position peaked at $2.49M in Q3 2024. 121 funds tracked by Wall St. Rank hold CMTG as of Q3 2025.

  • Zacks Investment Management reported no remaining Claros Mortgage Trust position as of Q3 2025 after selling out during the quarter.
  • Zacks Investment Management sold 96,175 Claros Mortgage Trust shares in Q3 2025, an estimated $274K.
  • Zacks Investment Management first reported a position in Claros Mortgage Trust in Q2 2024 and held it in 5 quarters.
  • Zacks Investment Management's Claros Mortgage Trust position peaked at $2.49M in Q3 2024.
  • 121 funds tracked by Wall St. Rank held Claros Mortgage Trust as of Q3 2025.

Based on Zacks Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.