Atria Investments, Inc

Position in CMTG — Claros Mortgage Trust, Inc.

CIK 1535865 Charlotte, NC

Position in CMTG

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$82,897

-$25,934 QoQ

Shares Held

34,831

-2.1% QoQ

Ownership

0.025%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Real Estate · as of Mar 31, 2026

Atria Investments, Inc holds $1,468,512 across 5 REIT - Mortgage names. CMTG ranks #5 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CIM	Chimera Investment Corp	41,211	$517,198
2	NLY	Annaly Capital Management Inc	19,186	$405,783
3	BRSP	BrightSpire Capital, Inc.	45,977	$257,471
4	AGNC	AGNC Investment Corp.	20,455	$205,163
5	CMTG	Claros Mortgage Trust, Inc. This page	34,831	$82,897

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$82,897	34,831	-2.1%	Shares	Sole	2026-05-05
2025-12-31	$108,831	35,566	+12.2%	Shares	Sole	2026-02-05
2025-09-30	$105,200	31,687	-0.8%	Shares	Sole	2025-11-06
2025-06-30	$91,014	31,935	+3.3%	Shares	Sole	2025-08-04
2025-03-31	$115,327	30,919	+14.0%	Shares	Sole	2025-05-06
2024-12-31	$122,618	27,128	+5.4%	Shares	Sole	2025-02-06
2024-09-30	$192,815	25,743	+29.2%	Shares	Sole	2024-11-01
2024-06-30	$159,758	19,920	—	Shares	Sole	2024-08-13
No filing history on record for this holder in this stock.