Cim Real Estate Finance TrusCMRF
13F holders, Q1 2025 (March 31)10holders +1
2new positions
1sold out
$5.24avg. 13F price*
At the end of Q1 2025, 10 institutions reported holding Cim Real Estate Finance Trus (CMRF) in their 13F filings, up 1 from Q4 2024. 2 opened new positions and 1 sold out. The largest holders were Financial Gravity Asset Management, Inc. ($107K), Kingswood Wealth Advisors, LLC ($105K) and Moloney Securities Asset Management, LLC ($76K).
- Company
- Cim Real Estate Finance Trus
- CUSIP
- 12558Q103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $181K |
| Exits | 1 | $108K |
All 13F filers, Q4 2024 → Q1 2025: 34,870 shares bought and 17,896 shares sold, net +16,974 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| Financial Gravity Asset Management, Inc. | 0.02% | — | 20,551 | $107K |
| Kingswood Wealth Advisors, LLC | 0.01% | New | 20,193 | $105K |
| Moloney Securities Asset Management, LLC | 0.01% | New | 14,529 | $76K |
| North Star Asset Management Inc. | 0.00% | No change | 12,024 | $63K |
| Hantz Financial Services, Inc. | 0.00% | Add +1.4% | 11,021 | $59K |
| ORG Partners LLC | 0.01% | No change | 10,000 | $52K |
| Main Street Group, LTD | 0.02% | No change | 6,732 | $35K |
| Bay Harbor Wealth Management, LLC | 0.01% | Reduce -1.1% | 5,144 | $27K |
| Strategic Investment Solutions, Inc. | 0.01% | Reduce -2.1% | 5,098 | $27K |
| Ancora Advisors LLC | 0.00% | No change | 2,495 | $13K |
"% 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.