Claros Mortgage Trust Ownership | Who Owns Claros Mortgage Trust?


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Claros Mortgage Trust Ownership Summary


Claros Mortgage Trust is owned by 74.54% institutional investors, 17.51% insiders, and 7.95% retail investors. Hyundai investments is the largest institutional shareholder, holding 16.01% of CMTG shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.67% of its assets in Claros Mortgage Trust shares.

CMTG Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockClaros Mortgage Trust74.54%17.51%7.95%
SectorReal Estate Stocks 55.70%8.24%36.06%
IndustryMortgage REIT Stocks42.37%4.34%53.29%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Hyundai investments22.35M16.01%$101.01M
Koch industries15.13M10.90%$121.32M
Koch15.13M10.84%$68.37M
Vanguard group11.30M8.10%$51.09M
Goldman sachs group10.95M7.85%$49.49M
Blackrock funding, inc. /de9.81M7.03%$44.35M
Blackrock9.53M6.86%$76.41M
Neuberger berman group8.75M6.27%$39.55M
Teacher retirement system of texas7.50M5.37%$33.90M
Wafra2.61M1.87%$11.78M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Hyundai investments22.35M100.00%$101.01M
Koch industries15.13M14.22%$121.32M
Koch15.13M10.90%$68.37M
Wafra2.61M6.34%$11.78M
Axs investments240.70K0.30%$1.09M
Teacher retirement system of texas7.50M0.12%$33.90M
Neuberger berman group8.75M0.03%$39.55M
Gsa capital partners llp79.73K0.03%$360.00K
Gallagher fiduciary advisors22.43K0.02%$101.39K
Zacks investment management303.27K0.01%$1.37M

Top Buyers

HolderShares% AssetsChange
Koch15.13M10.90%15.13M
Charles schwab investment management1.68M0.00%277.05K
Bank of new york mellon568.75K0.00%217.99K
Jpmorgan chase649.67K0.00%170.24K
Ubs group247.21K0.00%164.93K

Top Sellers

HolderShares% AssetsChange
Hyundai investments22.35M100.00%-5.06M
Goldman sachs group10.95M0.01%-3.75M
Waterfall asset management---554.65K
Van eck associates---324.36K
Citadel advisors300.00--170.70K

New Positions

HolderShares% AssetsChangeValue
Koch15.13M10.90%15.13M$68.37M
Quantinno capital management lp25.41K0.00%25.41K$114.85K
Xtx topco22.12K0.01%22.12K$99.97K
Los angeles capital management17.29K0.00%17.29K$78.15K
Brevan howard capital management lp16.55K0.00%16.55K$74.82K

Sold Out

HolderChange
Newedge advisors-18.00
Smartleaf asset management-21.00
Gamma investing-24.00
Eversource wealth advisors-55.00
Versant capital management-55.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 202411713.59%104,034,6338.50%741.58%7544.23%26-3.70%
Sep 30, 20241031.98%95,888,013-1.10%681.41%52-18.75%2742.11%
Jun 30, 202410012.36%96,949,1742.07%691.49%6365.79%19-38.71%
Mar 31, 202489-5.32%94,983,106-13.37%681.10%38-7.32%31-13.89%
Dec 31, 20239410.59%109,637,53010.33%781.53%41-8.89%3671.43%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv3.72M2.67%-
Vanguard US Total Market Shares ETF3.72M2.67%14.84K
Vanguard Small Cap Index3.02M2.17%2.46K
iShares Russell 2000 ETF2.29M1.64%-19.86K
Vanguard Small Cap Value Index Inv2.00M1.43%-2.56K
Fuh Hwa FTSE Mortgage REITs ETF1.95M1.40%400.08K
Vanguard Institutional Extnd Mkt Idx Tr1.72M1.24%4.38K
iShares Mortgage Real Estate Capped ETF1.30M0.93%-
Schwab Fundamental U.S. Small CompanyETF1.21M0.87%965.00
Fidelity Small Cap Index883.56K0.63%-16.55K

Recent Insider Transactions


DateNameRoleActivityValue
Mar 12, 2025Mack Richard CEO AND CHAIRMANBuy$84.50K
Mar 13, 2025Mack Richard CEO AND CHAIRMANBuy$36.56K
Mar 12, 2025Richman Steven Leonard-Buy$17.00K
Mar 12, 2025McGillis Mike PRESIDENT AND CFOBuy$79.51K
Mar 10, 2025Mack Richard CEO AND CHAIRMANBuy$367.22K

Insider Transactions Trends


DateBuySell
2025 Q2--
2025 Q15-
2024 Q4--
2024 Q3--
2024 Q28-

CMTG Ownership FAQ


Who Owns Claros Mortgage Trust?

Claros Mortgage Trust shareholders are primarily institutional investors at 74.54%, followed by 17.51% insiders and 7.95% retail investors. The average institutional ownership in Claros Mortgage Trust's industry, Mortgage REIT Stocks, is 42.37%, which Claros Mortgage Trust exceeds.

Who owns the most shares of Claros Mortgage Trust?

Claros Mortgage Trust’s largest shareholders are Hyundai investments (22.35M shares, 16.01%), Koch industries (15.13M shares, 10.90%), and Koch (15.13M shares, 10.84%). Together, they hold 37.75% of Claros Mortgage Trust’s total shares outstanding.

Does Blackrock own Claros Mortgage Trust?

Yes, BlackRock owns 6.86% of Claros Mortgage Trust, totaling 9.53M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 76.41M$. In the last quarter, BlackRock decreased its holdings by -138K shares, a -1.43% change.

Who is Claros Mortgage Trust’s biggest shareholder by percentage of total assets invested?

Hyundai investments is Claros Mortgage Trust’s biggest shareholder by percentage of total assets invested, with 100.00% of its assets in 22.35M Claros Mortgage Trust shares, valued at 101.01M$.

Who is the top mutual fund holder of Claros Mortgage Trust shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Claros Mortgage Trust shares, with 2.67% of its total shares outstanding invested in 3.72M Claros Mortgage Trust shares.

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