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Cim Real Estate Finance Trust shares owned by Kingswood Wealth Advisors

Quarter-by-quarter ownership of Cim Real Estate Finance Trust (CMRF) shares owned by Kingswood Wealth Advisors from 13F filings

Historical chart of Kingswood Wealth Advisors investment in Cim Real Estate Finance Trust

Tip: Access up to 7 years of quarterly data

All positions including Cim Real Estate Finance Trust held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cim Real Estate Finance Trust by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $111k 18k 6.31
2023-09-30 $67k 10k 6.57
2023-06-30 $116k 18k 6.57

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Top funds holding Cim Real Estate Finance Trust

Tradition Wealth Management
Main Street Group
Patten & Patten
North Star Asset Management
Bartlett & Co.
Bartlett & Co. Wealth Management
Tucker Asset Management
Ancora Advisors

View all funds holding Cim Real Estate Finance Trust