Private Wealth Management Group, LLC
Position in CMTG — Claros Mortgage Trust, Inc.
CIK 2011342
PRINCETON, NJ
Position in CMTG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,207
-$259 QoQ
Shares Held
514
-16.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#93
of 109 holders
Holding Since
Dec 2023
9 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, 2026Private Wealth Management Group, LLC holds $18,405 across 10 REIT - Mortgage names. CMTG ranks #5 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
570 | $6,213 | |
| 2 | ADAM |
Adamas Trust, Inc.
|
298 | $2,795 | |
| 3 | RC |
Ready Capital Corp
|
1,387 | $2,427 | |
| 4 | BXMT |
Blackstone Mortgage Trust, Inc.
|
136 | $2,305 | |
| 5 | CMTG |
Claros Mortgage Trust, Inc.
This page
|
514 | $1,207 | |
| 6 | ACR |
ACRES Commercial Realty Corp.
|
64 | $1,138 | |
| 7 | ARR |
Armour Residential REIT, Inc.
|
40 | $698 | |
| 8 | NLY |
Annaly Capital Management Inc
|
28 | $626 |
All Filings in CMTG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,207 | 514 | Shares | Sole | 2026-07-27 | |
| 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. | ||||||