Claros Mortgage Trust Ownership | Who Owns Claros Mortgage Trust?


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Claros Mortgage Trust Ownership Summary


Claros Mortgage Trust is owned by 18.92% institutional investors, 18.53% insiders, and 62.56% retail investors. Hyundai investments is the largest institutional shareholder, holding 14.56% of CMTG shares. Vanguard US Total Market Shares ETF 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 Trust18.92%18.53%62.56%
SectorReal Estate Stocks 48.86%9.88%41.26%
IndustryMortgage REIT Stocks43.45%5.01%51.54%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Hyundai investments20.47M14.56%$48.71M
Koch industries15.13M10.90%$121.32M
Koch15.13M10.76%$36.00M
Blackrock9.53M6.86%$76.41M
Neuberger berman group8.76M6.23%$20.85M
Blackrock funding, inc. /de7.93M5.64%$18.88M
Vanguard group6.87M4.89%$21.03M
Charles schwab investment management3.08M2.19%$7.34M
Geode capital management2.74M1.95%$6.52M
Wafra2.50M1.78%$5.95M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Wafra2.50M100.00%$5.95M
Hyundai investments20.47M54.89%$48.71M
Koch industries15.13M14.22%$121.32M
Koch15.13M3.91%$36.00M
Gratia capital1.70M1.78%$4.05M
Lm asset (im)1.40M1.73%$3.33M
Neuberger berman group8.76M0.02%$20.85M
Hotchkis & wiley capital management1.83M0.01%$4.37M
Greenland capital management lp30.00K0.01%$71.40K
Balyasny asset management1.95M0.01%$5.55M

Top Buyers

HolderShares% AssetsChange
Citigroup1.08M0.00%1.08M
Lm asset (im)1.40M1.73%866.00K
Vanguard fiduciary trust854.90K0.00%854.90K
Macquarie group452.53K0.01%452.53K
Balyasny asset management1.95M0.01%362.13K

Top Sellers

HolderShares% AssetsChange
Teacher retirement system of texas---7.51M
Millennium management151.45K0.00%-1.18M
Kingstone capital partners texas---884.80K
Waterfall asset management---554.65K
Charles schwab investment management3.08M0.00%-539.91K

New Positions

HolderShares% AssetsChangeValue
Vanguard fiduciary trust854.90K0.00%854.90K$2.03M
Macquarie group452.53K0.01%452.53K$1.08M
Empowered funds89.09K0.00%89.09K$212.04K
Vanguard global advisers54.25K0.00%54.25K$129.11K
Jacobs levy equity management37.29K0.00%37.29K$88.74K

Sold Out

HolderChange
Hughes financial services-1.00
Newedge advisors-18.00
Smartleaf asset management-21.00
True wealth design-36.00
Raleigh capital management-59.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 202647-60.50%26,593,668-68.65%180.52%17-66.67%16-58.97%
Dec 31, 202577-35.83%55,048,942-35.59%391.05%35-41.67%20-45.95%
Sep 30, 2025117-6.40%85,470,484-1.42%611.59%57-22.97%378.82%
Jun 30, 2025124-10.79%86,698,478-9.18%611.32%74-8.64%33-10.81%
Mar 31, 202513815.97%95,442,673-8.26%681.23%827.89%3638.46%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard US Total Market Shares ETF3.72M2.67%14.84K
Vanguard Total Stock Mkt Idx Inv3.73M2.66%-
iShares Russell 2000 ETF2.21M1.57%18.61K
Fuh Hwa FTSE Mortgage REITs ETF1.95M1.40%400.08K
Schwab Fundamental U.S. Small CompanyETF1.69M1.21%-
Vanguard Institutional Extnd Mkt Idx Tr1.52M1.09%13.41K
Vanguard Small Cap Index1.48M1.06%5.51K
iShares Mortgage Real Estate Capped ETF1.09M0.78%-17.54K
Vanguard Small Cap Value Index Inv964.38K0.69%-1.50K
Fidelity Small Cap Index888.24K0.63%-3.60K

Recent Insider Transactions


DateNameRoleActivityValue
Feb 27, 2026Mack Richard CEO AND CHAIRMANBuy$120.36K
Mar 02, 2026McGillis Mike PRESIDENT AND CFOBuy$46.79K
Feb 24, 2026WALTER W EDWARD-Buy$56.90K
Mar 13, 2025Mack Richard CEO AND CHAIRMANBuy$36.56K
Mar 12, 2025Mack Richard CEO AND CHAIRMANBuy$84.50K

Insider Transactions Trends


DateBuySell
2026 Q2--
2026 Q13-
2025 Q4--
2025 Q3--
2025 Q2--

CMTG Ownership FAQ


Who Owns Claros Mortgage Trust?

Claros Mortgage Trust shareholders are primarily institutional investors at 18.92%, followed by 18.53% insiders and 62.55% retail investors. The average institutional ownership in Claros Mortgage Trust's industry, Mortgage REIT Stocks, is 43.45%, which Claros Mortgage Trust falls below.

Who owns the most shares of Claros Mortgage Trust?

Claros Mortgage Trust’s largest shareholders are Hyundai investments (20.47M shares, 14.56%), Koch industries (15.13M shares, 10.90%), and Koch (15.13M shares, 10.76%). Together, they hold 36.22% 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?

Wafra is Claros Mortgage Trust’s biggest shareholder by percentage of total assets invested, with 100.00% of its assets in 2.5M Claros Mortgage Trust shares, valued at 5.95M$.

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

Vanguard US Total Market Shares ETF 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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