Claros Mortgage Trust Ownership | Who Owns Claros Mortgage Trust?


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Claros Mortgage Trust Ownership Summary


Claros Mortgage Trust is owned by 39.16% institutional investors, 18.24% insiders, and 42.59% retail investors. Hyundai investments is the largest institutional shareholder, holding 14.69% 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 Trust39.16%18.24%42.59%
SectorReal Estate Stocks 42.56%9.05%48.39%
IndustryMortgage REIT Stocks26.66%5.00%68.34%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Hyundai investments20.59M14.69%$68.35M
Koch industries15.13M10.90%$121.32M
Koch15.13M10.76%$46.29M
Blackrock9.53M6.86%$76.41M
Neuberger berman group8.76M6.25%$29.09M
Blackrock funding, inc. /de8.19M5.83%$25.06M
Vanguard group6.87M4.89%$21.03M
Charles schwab investment management3.24M2.31%$10.75M
Geode capital management2.62M1.87%$8.03M
Wafra2.50M1.78%$8.30M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Hyundai investments20.59M100.00%$68.35M
Koch industries15.13M14.22%$121.32M
Koch15.13M6.41%$46.29M
Wafra2.50M4.39%$8.30M
Gratia capital1.70M4.05%$5.64M
Algert global383.69K0.02%$1.27M
Neuberger berman group8.76M0.02%$29.09M
Hotchkis & wiley capital management1.81M0.02%$5.99M
Xtx topco58.13K0.01%$192.99K
Balyasny asset management1.95M0.01%$5.55M

Top Buyers

HolderShares% AssetsChange
Hotchkis & wiley capital management1.81M0.02%632.11K
Charles schwab investment management3.24M0.00%430.93K
Gratia capital1.70M4.05%364.28K
Balyasny asset management1.95M0.01%362.13K
Algert global383.69K0.02%344.57K

Top Sellers

HolderShares% AssetsChange
Teacher retirement system of texas---7.51M
Kingstone capital partners texas---884.80K
Waterfall asset management---554.65K
Axs investments---416.69K
Citigroup2.09K--374.11K

New Positions

HolderShares% AssetsChangeValue
State of wyoming20.84K0.01%20.84K$63.78K
Bank of montreal /can/18.03K-18.03K$55.18K
Cetera investment advisers17.51K0.00%17.51K$58.14K
Cibc asset management15.80K0.00%15.80K$48.36K
Mariner12.30K-12.30K$37.66K

Sold Out

HolderChange
Newedge advisors-18.00
Smartleaf asset management-21.00
Raleigh capital management-59.00
Svb wealth-74.00
Larson financial group-117.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Dec 31, 202411713.59%104,034,6338.50%741.58%7544.23%26-3.70%

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 ETF2.24M1.60%251.57K
Schwab Fundamental U.S. Small CompanyETF2.18M1.56%-1.53K
Fuh Hwa FTSE Mortgage REITs ETF1.95M1.40%400.08K
Vanguard Small Cap Index1.48M1.06%5.51K
Vanguard Institutional Extnd Mkt Idx Tr1.45M1.03%-5.75K
iShares Mortgage Real Estate Capped ETF1.15M0.82%-136.56K
Vanguard Small Cap Value Index Inv964.38K0.69%-1.50K
Fidelity Small Cap Index950.35K0.68%-1.13K

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 Q13-
2025 Q4--
2025 Q3--
2025 Q2--
2025 Q15-

CMTG Ownership FAQ


Who Owns Claros Mortgage Trust?

Claros Mortgage Trust shareholders are primarily institutional investors at 39.16%, followed by 18.24% insiders and 42.60% retail investors. The average institutional ownership in Claros Mortgage Trust's industry, Mortgage REIT Stocks, is 26.66%, which Claros Mortgage Trust exceeds.

Who owns the most shares of Claros Mortgage Trust?

Claros Mortgage Trust’s largest shareholders are Hyundai investments (20.59M shares, 14.69%), Koch industries (15.13M shares, 10.90%), and Koch (15.13M shares, 10.76%). Together, they hold 36.36% 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 20.59M Claros Mortgage Trust shares, valued at 68.35M$.

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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