EverSource Wealth Advisors, LLC
Position in CMTG — Claros Mortgage Trust, Inc.
CIK 1710537
BIRMINGHAM, AL
Position in CMTG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,616
+$475 QoQ
Shares Held
688
+43.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#90
of 109 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CMTG Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $943,940 across 36 REIT - Mortgage names. CMTG ranks #26 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
7,101 | $158,775 | |
| 2 | AGNC |
AGNC Investment Corp.
|
12,944 | $141,086 | |
| 3 | BRSP |
BrightSpire Capital, Inc.
|
20,866 | $113,718 | |
| 4 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
9,323 | $99,566 | |
| 5 | DX |
Dynex Capital Inc
|
6,348 | $83,219 | |
| 6 | STWD |
Starwood Property Trust, Inc.
|
3,566 | $58,408 | |
| 7 | RITM |
Rithm Capital Corp.
|
4,284 | $40,224 | |
| 8 | ARR |
Armour Residential REIT, Inc.
|
2,253 | $39,314 |
All Filings in CMTG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,616 | 688 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,141 | 480 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $2,612 | 854 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,496 | 752 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $8,273 | 2,903 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,559 | 418 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $411 | 55 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,446 | 305 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||