CMRF Institutional Ownership
CIM Real Estate Finance Trust, Inc.
1W: -7.1%
1M: +0.0%
3M: -2.3%
YTD: -13.2%
1Y: -21.1%
3Y: +2510060.2%
5Y: +617.2%
$2.10
+0.19 (+9.72%)
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Institutional Ownership — CMRF
8
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
$0M
Total Invested
2
New Positions
2
Increased
3
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (9 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Wealthspire Advisors, LLC NEW | 26,197 | $55K | — | +0.0% | 1Q | SEC ↗ |
| 2 | Main Street Group, LTD | 19,420 | $41K | +12,688 | +188.5% | 2Q | SEC ↗ |
| 3 | KINGSWOOD WEALTH ADVISORS, LLC NEW | 13,640 | $29K | — | +0.0% | 1Q | SEC ↗ |
| 4 | HANTZ FINANCIAL SERVICES, INC. | 11,845 | $25K | +172 | +1.5% | 7Q | SEC ↗ |
| 5 | Keystone Financial Group | 10,731 | $23K | — | +0.0% | 2Q | SEC ↗ |
| 6 | Bay Harbor Wealth Management, LLC | 5,125 | $11K | -19 | -0.4% | 7Q | SEC ↗ |
| 7 | Ascentis Independent Advisors | 0 | $0K | -11,145 | -100.0% | 1Q | SEC ↗ |
| 8 | Carter Financial Group, INC. | 0 | $0K | -12,867 | -100.0% | 2Q | SEC ↗ |
| 9 | RMG Wealth Management LLC | 0 | $0K | -4,391 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| Wealthspire Advisors, LLC | 26,197 | $55K |
| KINGSWOOD WEALTH ADVISORS, LLC | 13,640 | $29K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Carter Financial Group, INC. | 12,867 | $27K |
| Ascentis Independent Advisors | 11,145 | $23K |
| RMG Wealth Management LLC | 4,391 | $9K |
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Main Street Group, LTD | +12,688 | +188.5% | 19,420 |
| HANTZ FINANCIAL SERVICES, INC. | +172 | +1.5% | 11,845 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Bay Harbor Wealth Management, LLC | -19 | -0.4% | 5,125 |