Cim Real Estate Finance TrusCMRF
13F holders, Q4 2025 (December 31)8holders
2new positions
1sold out
$5.22avg. 13F price*
At the end of Q4 2025, 8 institutions reported holding Cim Real Estate Finance Trus (CMRF) in their 13F filings, unchanged from Q3 2025. 2 opened new positions and 1 sold out. The largest holders were Kingswood Wealth Advisors, LLC ($71K), Carter Financial Group, INC. ($67K) and North Star Asset Management Inc. ($63K).
- Company
- Cim Real Estate Finance Trus
- CUSIP
- 12558Q103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $90K |
| Exits | 1 | $35K |
All 13F filers, Q3 2025 → Q4 2025: 17,415 shares bought and 6,732 shares sold, net +10,683 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Kingswood Wealth Advisors, LLC | 0.00% | Add +0.1% | 13,622 | $71K |
| Carter Financial Group, INC. | 0.04% | New | 12,851 | $67K |
| North Star Asset Management Inc. | 0.00% | No change | 12,024 | $63K |
| Hantz Financial Services, Inc. | 0.00% | Add +1.4% | 11,506 | $60K |
| ORG Partners LLC | 0.01% | No change | 10,000 | $52K |
| Bay Harbor Wealth Management, LLC | 0.01% | No change | 5,144 | $27K |
| RMG Wealth Management LLC | 0.00% | New | 4,391 | $23K |
| 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.