CIM REAL ESTATE FINANCE TRUST, INC. - CMRF
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Wealthspire Advisors, LLC | History | No change | 26,197 | 134 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Main Street Group, LTD | History | No change | 19,420 | 99 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 14,245 | 73 | 0.0% | 0.0% | 3 | +2,400 | 20.26% | Q3 2026 | Nov 09, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | No change | 12,024 | 61 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 5,125 | 26 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Ascentis Independent Advisors | History | New | 4,219 | 21 | 0.0% | — | 6 | +4,219 | New | Q3 2026 | Nov 03, 2026 |
| Ancora Advisors LLC | History | No change | 2,495 | 12 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,640 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Keystone Financial Group | History | Closed out | 0 | 0 | — | 0.0% | — | -10,731 | -100.0% | Q3 2026 | Nov 12, 2026 |