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Claros Mtg Tr shares owned by Cornerstone Planning Group

Quarter-by-quarter ownership of Claros Mtg Tr (CMTG) shares owned by Cornerstone Planning Group from 13F filings

Historical chart of Cornerstone Planning Group investment in Claros Mtg Tr

Tip: Access up to 7 years of quarterly data

All positions including Claros Mtg Tr held by Cornerstone Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Claros Mtg Tr by Cornerstone Planning Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $848 303 2.80
2025-09-30 $993 303 3.28
2025-06-30 $876 303 2.89
2025-03-31 $723 303 2.39

More positions owned by Cornerstone Planning Group

Invesco Nasdaq 100 Etf Exchange Traded Fund (QQQM)
Fidelity Enhanced International Etf Exchange Traded Fund (FENI)
Schwab Fundamental U.s. Large Company Etf Exchange Traded Fund (FNDX)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Ishares U.s. Smallcap Equity Factor Etf Exchange Traded Fund (SMLF)
Ishares Morningstar Mid-cap Growth Etf Exchange Traded Fund (IMCG)
Ishares Convertible Bond Etf Exchange Traded Fund (ICVT)
Invesco Qqq Trust Series I Exchange Traded Fund (QQQ)
Ishares High Yield Systematic Bond Etf Exchange Traded Fund (HYDB)
First Trust Long/short Equity Etf Exchange Traded Fund (FTLS)
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)
Spdr S&p North American Natural Resources Etf Exchange Traded Fund (NANR)
Ishares Residential And Multisector Real Estate Etf Exchange Traded Fund (REZ)
Schwab Fundamental Emerging Markets Equity Etf Exchange Traded Fund (FNDE)
Victoryshares Short-term Bond Etf Exchange Traded Fund (USTB)

View all positions for Cornerstone Planning Group

Top funds holding Claros Mtg Tr

Hyundai Investments
Koch
Neuberger Berman Group
BlackRock
Vanguard Group
Charles Schwab Investment Management
Geode Capital Management
Wafra Investment Advisory Group
State Street Corporation
Hotchkis and Wiley Capital Management
Gratia Capital
Millennium Management
Caption Management
D. E. Shaw & Co
Acadian Asset Management

View all funds holding Claros Mtg Tr