Global Retirement Partners, LLC
PensionPosition in CMTG — Claros Mortgage Trust, Inc.
CIK 1749744
San Rafael, CA
Position in CMTG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,733
+$2,587 QoQ
Shares Held
1,163
+2322.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#88
of 109 holders
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CMTG Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Global Retirement Partners, LLC holds $2,895,136 across 26 REIT - Mortgage names. CMTG ranks #22 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STWD |
Starwood Property Trust, Inc.
|
52,371 | $857,836 | |
| 2 | NLY |
Annaly Capital Management Inc
|
19,741 | $441,408 | |
| 3 | AGNC |
AGNC Investment Corp.
|
39,897 | $434,877 | |
| 4 | RITM |
Rithm Capital Corp.
|
32,252 | $302,846 | |
| 5 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
20,005 | $213,653 | |
| 6 | DX |
Dynex Capital Inc
|
8,290 | $108,681 | |
| 7 | CIM |
Chimera Investment Corp
|
5,932 | $79,132 | |
| 8 | EFC |
Ellington Financial Inc.
|
5,274 | $71,779 |
All Filings in CMTG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,733 | 1,163 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $146 | 48 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $159 | 48 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $136 | 48 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $216 | 48 | Shares | Sole | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||