Cherry Hill Mortgage Investment Ownership | Who Owns Cherry Hill Mortgage Investment?


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Cherry Hill Mortgage Investment Ownership Summary


Cherry Hill Mortgage Investment is owned by 13.31% institutional investors, 0.99% insiders, and 85.71% retail investors. Vanguard group is the largest institutional shareholder, holding 4.32% of CHMI shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 2.86% of its assets in Cherry Hill Mortgage Investment shares.

CHMI Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockCherry Hill Mortgage Investment13.31%0.99%85.71%
SectorReal Estate Stocks 42.65%9.09%48.26%
IndustryMortgage REIT Stocks26.66%5.00%68.34%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group1.56M4.32%$3.98M
Summit financial1.01M2.80%$2.68M
Renaissance622.38K1.72%$1.59M
Blackrock404.80K1.35%$1.47M
Blackrock funding, inc. /de437.38K1.21%$1.12M
Geode capital management397.28K1.10%$1.01M
Two sigma advisers, lp294.34K0.89%$703.48K
Two sigma investments, lp260.76K0.79%$623.21K
Ci private wealth234.68K0.71%$560.88K
Pvg asset management201.26K0.56%$513.21K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Pvg asset management201.26K1.09%$513.21K
Sheets smith investment management55.18K0.09%$131.88K
Summit financial1.01M0.04%$2.68M
Gables capital management21.86K0.02%$55.74K
Skyoak wealth11.00K0.01%$28.05K
Naviter wealth11.00K0.00%$29.15K
Renaissance622.38K0.00%$1.59M
Accredited wealth management150.000.00%$2.49M
Smallwood wealth investment management1.20K0.00%$3.06K
Gladstone institutional advisory16.14K0.00%$38.56K

Top Buyers

HolderShares% AssetsChange
Summit financial1.01M0.04%520.29K
Pvg asset management201.26K1.09%146.08K
Envestnet asset management152.69K0.00%135.27K
Two sigma investments, lp260.76K0.00%125.50K
Sheets smith investment management55.18K0.09%55.18K

Top Sellers

HolderShares% AssetsChange
Forum financial management, lp---298.60K
Penserra capital management---265.79K
Renaissance622.38K0.00%-193.45K
Wolverine asset management---153.22K
Hudson bay capital management lp---137.04K

New Positions

HolderShares% AssetsChangeValue
Sheets smith investment management55.18K0.09%55.18K$131.88K
Atria investments14.91K0.00%14.91K$38.02K
Naviter wealth11.00K0.00%11.00K$29.15K
Rockefeller capital management1.36K-1.36K$3.25K
Mcf advisors1.00K0.00%1.00K$2.65K

Sold Out

HolderChange
Northwestern mutual wealth management-30.00
Us bancorp \de\-68.00
Eversource wealth advisors-333.00
Central trust-400.00
Nbc securities-500.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 202531-45.61%4,809,418-21.83%133.88%16-46.67%6-50.00%
Sep 30, 20255312.77%6,079,52424.12%188.41%287.69%1220.00%
Jun 30, 2025472.17%5,757,46529.06%178.75%27-3.57%1122.22%
Mar 31, 2025469.52%4,461,229-9.45%145.30%2875.00%9-35.71%
Dec 31, 202425-46.81%4,134,473-34.67%133.12%8-68.00%8-11.11%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard US Total Market Shares ETF905.18K2.86%-
Vanguard Total Stock Mkt Idx Inv995.86K2.71%48.91K
Vanguard Institutional Extnd Mkt Idx Tr354.05K0.96%-
Hoya Capital High Dividend Yield ETF271.87K0.86%-
Fidelity Extended Market Index208.67K0.57%12.26K
Invesco FTSE RAFI US 1500 Small-Mid ETF103.82K0.33%-
iShares Micro-Cap ETF97.98K0.27%40.32K
BlackRock Extended Equity Market K67.58K0.22%-29.00
Blackrock Extended Mkt Fund CF77.54K0.21%77.54K
Fidelity Total Market Index71.74K0.20%-

Recent Insider Transactions


DateNameRoleActivityValue
Dec 10, 2025Cook Sharon L-Sell$18.49K
Mar 25, 2025Cook Sharon L-Sell$47.32K
Nov 22, 2024Lown Jeffrey B PresidentBuy$25.78K
Nov 10, 2023Lown Jeffrey B PresidentBuy$29.95K
Jun 20, 2023Lown Jeffrey B PresidentBuy$28.76K

Insider Transactions Trends


DateBuySell
2026 Q1--
2025 Q4-1
2025 Q3--
2025 Q2--
2025 Q1-1

CHMI Ownership FAQ


Who Owns Cherry Hill Mortgage Investment?

Cherry Hill Mortgage Investment shareholders are primarily institutional investors at 13.31%, followed by 0.99% insiders and 85.70% retail investors. The average institutional ownership in Cherry Hill Mortgage Investment's industry, Mortgage REIT Stocks, is 26.66%, which Cherry Hill Mortgage Investment falls below.

Who owns the most shares of Cherry Hill Mortgage Investment?

Cherry Hill Mortgage Investment’s largest shareholders are Vanguard group (1.56M shares, 4.32%), Summit financial (1.01M shares, 2.80%), and Renaissance (622.38K shares, 1.72%). Together, they hold 8.84% of Cherry Hill Mortgage Investment’s total shares outstanding.

Does Blackrock own Cherry Hill Mortgage Investment?

Yes, BlackRock owns 1.35% of Cherry Hill Mortgage Investment, totaling 404.8K shares as of Jun 2024. This represents 0% of BlackRock's total assets, with a market value of 1.47M$. In the last quarter, BlackRock increased its holdings by 6.64K shares, a 1.67% change.

Who is Cherry Hill Mortgage Investment’s biggest shareholder by percentage of total assets invested?

Pvg asset management is Cherry Hill Mortgage Investment’s biggest shareholder by percentage of total assets invested, with 1.09% of its assets in 201.26K Cherry Hill Mortgage Investment shares, valued at 513.21K$.

Who is the top mutual fund holder of Cherry Hill Mortgage Investment shares?

Vanguard US Total Market Shares ETF is the top mutual fund holder of Cherry Hill Mortgage Investment shares, with 2.86% of its total shares outstanding invested in 905.18K Cherry Hill Mortgage Investment shares.

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