Cim Real Estate Finance TrusCMRF

13F holders, Q4 2024 (December 31)
9holders +3
4new positions
1sold out
$6.09avg. 13F price*

At the end of Q4 2024, 9 institutions reported holding Cim Real Estate Finance Trus (CMRF) in their 13F filings, up 3 from Q3 2024. 4 opened new positions and 1 sold out. The largest holders were Financial Gravity Companies, Inc. ($125K), Tucker Asset Management LLC ($108K) and North Star Asset Management Inc. ($73K).

Company
Cim Real Estate Finance Trus
CUSIP
12558Q103
Latest filing quarter
Q2 2026

History

Number of 13F holders

0246810 Q1 2024: 4Q1 2024Q2 2024: 5Q2 2024Q3 2024: 6Q3 2024Q4 2024: 9Q4 2024Q1 2025: 10Q1 2025Q2 2025: 9Q2 2025Q3 2025: 8Q3 2025Q4 2025: 8Q4 2025Q1 2026: 8Q1 2026Q2 2026: 8Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions4$284K
Exits1$16K

All 13F filers, Q3 2024 → Q4 2024: 48,168 shares bought and 2,731 shares sold, net +45,437 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 9 holders

Financial Gravity Companies, Inc. 0.03% New 20,483 $125K
Tucker Asset Management LLC 0.02% Add +0.6% 17,729 $108K
North Star Asset Management Inc. 0.00% No change 12,024 $73K
Hantz Financial Services, Inc. 0.00% New 10,873 $66K
ORG Partners LLC 0.01% New 10,000 $61K
Main Street Group, LTD 0.02% Add +28.7% 6,732 $41K
Bay Harbor Wealth Management, LLC 0.01% New 5,200 $32K
Strategic Investment Solutions, Inc. 0.01% Reduce -2.0% 5,209 $32K
Ancora Advisors LLC 0.00% No change 2,495 $15K

"% of holder's portfolio" is CMRF's weight in each manager's 13F, not the share of Cim Real Estate Finance Trus the manager owns.