Claros Mortgage Trust Ownership | Who Owns Claros Mortgage Trust?


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Claros Mortgage Trust Ownership Summary


Claros Mortgage Trust is owned by 68.43% institutional investors, 18.57% insiders, and 13.01% retail investors. Hyundai investments is the largest institutional shareholder, holding 14.81% 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 Trust68.43%18.57%13.01%
SectorReal Estate Stocks 65.81%8.99%25.20%
IndustryMortgage REIT Stocks46.35%5.04%48.61%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Hyundai investments20.74M14.81%$59.12M
Koch industries15.13M10.90%$121.32M
Koch15.13M10.84%$68.37M
Vanguard group11.30M8.10%$51.09M
Goldman sachs group10.95M7.85%$49.49M
Blackrock9.53M6.86%$76.41M
Neuberger berman group8.75M6.27%$39.55M
Blackrock funding, inc. /de8.05M5.75%$22.94M
Wafra2.50M1.78%$7.13M
Geode capital management2.33M1.67%$10.54M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Hyundai investments20.74M100.00%$59.12M
Koch industries15.13M14.22%$121.32M
Koch15.13M10.90%$68.37M
Wafra2.50M4.26%$7.13M
Axs investments416.69K0.49%$1.19M
Skopos labs97.05K0.04%$276.59K
Neuberger berman group8.75M0.03%$39.55M
Entrypoint capital21.18K0.03%$60.35K
Zacks investment management303.27K0.01%$1.37M
Hotchkis & wiley capital management1.17M0.01%$3.34M

Top Buyers

HolderShares% AssetsChange
Koch15.13M10.90%15.13M
Acadian asset management463.19K0.00%429.28K
Hotchkis & wiley capital management1.17M0.01%420.37K
Balyasny asset management1.95M0.01%362.13K
Tudor investment corp et al408.30K0.00%359.19K

Top Sellers

HolderShares% AssetsChange
Teacher retirement system of texas---7.51M
Goldman sachs group10.95M0.01%-3.75M
Blackrock funding, inc. /de8.05M0.00%-1.76M
Waterfall asset management---554.65K
Algert global39.12K0.00%-383.98K

New Positions

HolderShares% AssetsChangeValue
Koch15.13M10.90%15.13M$68.37M
Verition fund management57.33K0.00%57.33K$163.38K
Entrypoint capital21.18K0.03%21.18K$60.35K
Bbr partners20.00K0.00%20.00K$57.00K
Amundi19.37K-19.37K$58.69K

Sold Out

HolderChange
Newedge advisors-18.00
Smartleaf asset management-21.00
Gamma investing-24.00
Svb wealth-74.00
Larson financial group-117.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
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%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard US Total Market Shares ETF3.72M2.67%14.84K
Vanguard Total Stock Mkt Idx Inv3.72M2.66%-
iShares Russell 2000 ETF2.25M1.61%-42.84K
Fuh Hwa FTSE Mortgage REITs ETF1.95M1.40%400.08K
Vanguard Institutional Extnd Mkt Idx Tr1.81M1.30%9.36K
Schwab Fundamental U.S. Small CompanyETF1.56M1.12%-
Vanguard Small Cap Index1.48M1.06%5.51K
iShares Mortgage Real Estate Capped ETF1.19M0.85%6.73K
Vanguard Small Cap Value Index Inv964.38K0.69%-1.50K
Fidelity Small Cap Index895.62K0.64%-14.28K

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 Q3--
2025 Q2--
2025 Q15-
2024 Q4--
2024 Q3--

CMTG Ownership FAQ


Who Owns Claros Mortgage Trust?

Claros Mortgage Trust shareholders are primarily institutional investors at 68.43%, followed by 18.57% insiders and 13.00% retail investors. The average institutional ownership in Claros Mortgage Trust's industry, Mortgage REIT Stocks, is 46.35%, which Claros Mortgage Trust exceeds.

Who owns the most shares of Claros Mortgage Trust?

Claros Mortgage Trust’s largest shareholders are Hyundai investments (20.74M shares, 14.81%), Koch industries (15.13M shares, 10.90%), and Koch (15.13M shares, 10.84%). Together, they hold 36.54% 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 20.74M Claros Mortgage Trust shares, valued at 59.12M$.

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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