Cim Real Estate Finance TrusCMRF
13F holders, Q2 2025 (June 30)9holders −1
0new positions
2sold out
$5.23avg. 13F price*
At the end of Q2 2025, 9 institutions reported holding Cim Real Estate Finance Trus (CMRF) in their 13F filings, down 1 from Q1 2025. 0 opened new positions and 2 sold out. The largest holders were Financial Gravity Companies, Inc. ($108K), Moloney Securities Asset Management, LLC ($76K) and Carter Financial Group, INC. ($67K).
- Company
- Cim Real Estate Finance Trus
- CUSIP
- 12558Q103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $132K |
All 13F filers, Q1 2025 → Q2 2025: 159 shares bought and 25,291 shares sold, net −25,132 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Financial Gravity Companies, Inc. | 0.02% | — | 20,624 | $108K |
| Moloney Securities Asset Management, LLC | 0.01% | No change | 14,529 | $76K |
| Carter Financial Group, INC. | 0.04% | — | 12,762 | $67K |
| North Star Asset Management Inc. | 0.00% | No change | 12,024 | $63K |
| Hantz Financial Services, Inc. | 0.00% | Add +1.4% | 11,180 | $59K |
| ORG Partners LLC | 0.01% | No change | 10,000 | $52K |
| Main Street Group, LTD | 0.01% | No change | 6,732 | $35K |
| Bay Harbor Wealth Management, LLC | 0.01% | No change | 5,144 | $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.