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Claros Mortgage Trust Ownership | Who Owns Claros Mortgage Trust?

OverviewForecastRevenueFinancialsChartTranscripts

Claros Mortgage Trust Ownership Summary

Claros Mortgage Trust is owned by 68.71% institutional investors, 17.51% insiders, and 13.78% retail investors. Hyundai investments is the largest institutional shareholder, holding 19.74% of CMTG shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.59% of its assets in Claros Mortgage Trust shares.

CMTG Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockClaros Mortgage Trust68.71%17.51%13.78%
SectorReal Estate Stocks 66.63%8.14%25.23%
IndustryMortgage REIT Stocks45.59%4.28%50.13%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Hyundai investments27.40M19.74%$219.76M
Koch industries15.13M10.90%$121.32M
Vanguard group11.48M8.27%$92.05M
Blackrock9.53M6.86%$76.41M
Neuberger berman group8.75M6.30%$70.17M
Teacher retirement system of texas7.50M5.40%$60.15M
Wafra3.25M2.34%$26.07M
Geode capital management2.36M1.70%$18.92M
State street2.16M1.56%$17.85M
Charles schwab investment management1.21M0.87%$9.73M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Hyundai investments27.40M100.00%$219.76M
Koch industries15.13M14.22%$121.32M
Wafra3.25M10.96%$26.07M
Axs investments207.37K0.46%$1.66M
Teacher retirement system of texas7.50M0.34%$60.15M
Neuberger berman group8.75M0.06%$70.17M
Levin capital strategies50.00K0.04%$401.00K
Gallagher fiduciary advisors16.47K0.03%$132.06K
Zacks investment management263.12K0.02%$2.11M
Mirae asset global etfs894.00K0.02%$7.17M

Top Buyers

HolderShares% AssetsChange
Mirae asset global etfs894.00K0.02%894.00K
Zacks investment management263.12K0.02%263.12K
Charles schwab investment management1.21M0.00%200.55K
Ubs asset management americas265.80K0.00%164.98K
Northern trust965.53K0.00%114.11K

Top Sellers

HolderShares% AssetsChange
Waterfall asset management---554.65K
Van eck associates---324.36K
Citadel advisors300.00--170.70K
Blackrock9.53M0.00%-138.44K
Balyasny asset management576.33K0.01%-136.19K

New Positions

HolderShares% AssetsChangeValue
Mirae asset global etfs894.00K0.02%894.00K$7.17M
Zacks investment management263.12K0.02%263.12K$2.11M
Exoduspoint capital management, lp94.29K0.01%94.29K$756.00K
Corebridge financial46.44K0.00%46.44K$372.46K
Algert global27.91K0.01%27.91K$224.00K

Sold Out

HolderChange
Newedge advisors-18.00
Versant capital management-55.00
Abich financial wealth management-154.00
Farther finance advisors-176.00
Fortitude family office-620.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Sep 30, 2023856.25%99,368,2790.34%711.40%457.14%2110.53%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv3.59M2.59%10.74K
Vanguard Small Cap Index3.02M2.17%32.48K
iShares Russell 2000 ETF2.41M1.74%-9.28K
Vanguard Small Cap Value Index Inv2.00M1.44%-8.29K
Vanguard Institutional Extnd Mkt Idx Tr1.72M1.24%-69.64K
iShares Mortgage Real Estate Capped ETF1.19M0.86%-
Fidelity Small Cap Index896.43K0.65%8.54K
iShares Russell 2000 Value ETF837.61K0.60%-23.44K
Schwab Fundamental U.S. Small CompanyETF662.19K0.48%318.00
Fidelity Extended Market Index636.06K0.46%-4.19K

Recent Insider Transactions

DateNameRoleActivityValue
May 29, 2024Mack Richard CEO & CHAIRMANBuy$276.00K
May 28, 2024Siegel Jeffrey D SEE REMARKSBuy$36.15K
May 28, 2024WALTER W EDWARD-Buy$50.47K
May 24, 2024McGillis Mike PRESIDENT AND CFOBuy$110.17K
May 28, 2024Mack Richard CEO & CHAIRMANBuy$832.88K

Insider Transactions Trends

DateBuySell
2024 Q4--
2024 Q3--
2024 Q28-
2024 Q1--
2023 Q4--

CMTG Ownership FAQ

Who Owns Claros Mortgage Trust?

Claros Mortgage Trust shareholders are primarily institutional investors at 68.71%, followed by 17.51% insiders and 13.78% retail investors. The average institutional ownership in Claros Mortgage Trust's industry, Mortgage REIT Stocks, is 45.59%, which Claros Mortgage Trust exceeds.

Who owns the most shares of Claros Mortgage Trust?

Claros Mortgage Trust’s largest shareholders are Hyundai investments (27.4M shares, 19.74%), Koch industries (15.13M shares, 10.90%), and Vanguard group (11.48M shares, 8.27%). Together, they hold 38.91% 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 27.4M Claros Mortgage Trust shares, valued at 219.76M$.

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 2.59% of its total shares outstanding invested in 3.59M Claros Mortgage Trust shares.

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