Institutional Ownership Claros Mortgage Trust, Inc. (CMTG)
This table provides information about the institutional ownership of Claros Mortgage Trust, Inc. (CMTG). We have compiled data on the 133 institutions that hold shares in the stock, with a total of 92.3 Million shares, which have been reported (via 13F filing form) to have a value of $313 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
3,505
shares
|
$11,881
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Amalgamated Bank
New York, NY |
Aug 04, 2025 Q2 2025 |
3,148
shares
|
$10,671
0.0% of portfolio
|
Q1 2024
Reduced 60.69%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
2,903
shares
|
$9,841
0.0% of portfolio
|
Q2 2025
Added 594.5%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
2,438
shares
|
$8,264
0.0% of portfolio
|
Q2 2025
Added 63.73%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1,911
shares
|
$6,478
0.0% of portfolio
|
Q1 2025
Added 1274.82%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,000
shares
|
$3,390
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
882
shares
|
$2,989
0.0% of portfolio
|
Q1 2025
Added 1447.37%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
600
shares
|
$2,034
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
570
shares
|
$1,932
0.0% of portfolio
|
Q2 2025
Added 442.86%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
466
shares
|
$1,579
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
459
shares
|
$1,556
0.0% of portfolio
|
Q2 2025
Reduced 41.3%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
400
shares
|
$1,356
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
400
shares
|
$1,356
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
400
shares
|
$1,356
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
327
shares
|
$1,108
0.0% of portfolio
|
Q2 2025
Added 284.71%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
303
shares
|
$1,027
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
277
shares
|
$939
0.0% of portfolio
|
Q2 2025
Reduced 27.68%
|
|
|
Pittenger & Anderson Inc
|
Jul 30, 2025 Q2 2025 |
202
shares
|
$684
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
178
shares
|
$603
0.0% of portfolio
|
Q1 2025
Reduced 80.0%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
171
shares
|
$579
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
124
shares
|
$420
0.0% of portfolio
|
Q2 2025
Reduced 90.51%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
121
shares
|
$410
0.0% of portfolio
|
Q2 2025
Reduced 67.03%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
120
shares
|
$406
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
74
shares
|
$250
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
59
shares
|
$200
0.0% of portfolio
|
Q1 2025
New holding
|