Zurich Cantonal Bank
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Zurich Cantonal Bank’s Claros Mortgage Trust CMTG Stock Holding History

Zurich Cantonal Bank’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
Q2 		– Sell
-23,702
Closed -$88.4K – 2575
2025
Q1 		$88.4K Hold
23,702
– – ﹤0.01% 2429
2024
Q4 		$107K Hold
23,702
– – ﹤0.01% 2405
2024
Q3 		$178K Hold
23,702
– – ﹤0.01% 2171
2024
Q2 		$190K Hold
23,702
– – ﹤0.01% 2062
2024
Q1 		$231K Hold
23,702
– – ﹤0.01% 1980
2023
Q4 		$323K Buy
23,702
+734
+3% +$8.73K ﹤0.01% 1800
2023
Q3 		$254K Hold
22,968
– – ﹤0.01% 1820
2023
Q2 		$260K Buy
22,968
+11,249
+96% +$126K ﹤0.01% 1743
2023
Q1 		$137K Hold
11,719
– – ﹤0.01% 2102
2022
Q4 		$172K Buy
+11,719
New +$184K ﹤0.01% 1913

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
WI
Wafra Inc New York $5.95M AUM 6.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Zurich Cantonal Bank's CMTG Position: Q2 2025 in Review

Zurich Cantonal Bank sold out of Claros Mortgage Trust (CMTG) in Q2 2025, closing a stake of 23,702 shares — an estimated $88.4K sold.

Zurich Cantonal Bank first reported a position in CMTG in Q4 2022 and held it in 10 quarters. The position peaked at $323K in Q4 2023. 124 funds tracked by Wall St. Rank hold CMTG as of Q2 2025.

  • Zurich Cantonal Bank reported no remaining Claros Mortgage Trust position as of Q2 2025 after selling out during the quarter.
  • Zurich Cantonal Bank sold 23,702 Claros Mortgage Trust shares in Q2 2025, an estimated $88.4K.
  • Zurich Cantonal Bank first reported a position in Claros Mortgage Trust in Q4 2022 and held it in 10 quarters.
  • Zurich Cantonal Bank's Claros Mortgage Trust position peaked at $323K in Q4 2023.
  • 124 funds tracked by Wall St. Rank held Claros Mortgage Trust as of Q2 2025.

Based on Zurich Cantonal Bank's 13F filing for Q2 2025, filed 7 Aug 2025.