Private Wealth Management Group, LLC
Position in CMTG — Claros Mortgage Trust, Inc.
CIK 2011342
PRINCETON, NJ
Position in CMTG
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$1,466
+$484 QoQ
Shares Held
616
+108.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#97
of 117 holders
Holding Since
Dec 2023
8 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CMTG Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026Private Wealth Management Group, LLC holds $10,323 across 9 REIT - Mortgage names. CMTG ranks #3 (14.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BXMT |
Blackstone Mortgage Trust, Inc.
|
136 | $2,604 | |
| 2 | ADAM |
Adamas Trust, Inc.
|
298 | $2,193 | |
| 3 | CMTG |
Claros Mortgage Trust, Inc.
This page
|
616 | $1,466 | |
| 4 | ACR |
ACRES Commercial Realty Corp.
|
64 | $1,236 | |
| 5 | ARR |
Armour Residential REIT, Inc.
|
40 | $667 | |
| 6 | RITM |
Rithm Capital Corp.
|
66 | $625 | |
| 7 | NLY |
Annaly Capital Management Inc
|
28 | $592 | |
| 8 | RC |
Ready Capital Corp
|
350 | $567 |
All Filings in CMTG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,466 | 616 | Shares | Sole | 2026-04-23 | |
| 2025-09-30 | $982 | 296 | Shares | Sole | 2025-10-17 | |
| 2025-03-31 | $6,307 | 1,691 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $4,181 | 925 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,909 | 255 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $5,397 | 673 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $644 | 66 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $572 | 42 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||