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Claros Mtg Tr shares owned by Wealth Preservation Advisors

Quarter-by-quarter ownership of Claros Mtg Tr (CMTG) shares owned by Wealth Preservation Advisors from 13F filings

Historical chart of Wealth Preservation Advisors investment in Claros Mtg Tr

Tip: Access up to 7 years of quarterly data

All positions including Claros Mtg Tr held by Wealth Preservation Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Claros Mtg Tr by Wealth Preservation Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $109 46 2.37

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Top funds holding Claros Mtg Tr

Hyundai Investments
Koch
Neuberger Berman Group
BlackRock
Vanguard Group
Vanguard Capital Management
Charles Schwab Investment Management
Geode Capital Management
Wafra Investment Advisory Group
State Street Corporation
Hotchkis and Wiley Capital Management
Gratia Capital
LM Asset
Caption Management
Citigroup

View all funds holding Claros Mtg Tr