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 | New | 26,197 | 134 | 0.0% | — | 1 | +26,197 | New | Q2 2026 | Aug 11, 2026 |
| Main Street Group, LTD | History | Added to | 19,420 | 99 | 0.02% | 0.01% | 2 | +12,688 | 188.47% | Q2 2026 | Jul 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 13,640 | 70 | 0.0% | — | 3 | +13,640 | New | Q2 2026 | Jul 27, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 11,845 | 61 | 0.0% | 0.0% | 5 | +172 | 1.47% | Q2 2026 | Aug 13, 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 |
| Keystone Financial Group | History | No change | 10,731 | 55 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 5,125 | 26 | 0.01% | 0.01% | 7 | -19 | -0.37% | Q2 2026 | Jul 28, 2026 |
| Ancora Advisors LLC | History | No change | 2,495 | 12 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Carter Financial Group, INC. | History | Closed out | 0 | 0 | — | 0.04% | — | -12,867 | -100.0% | Q2 2026 | Jul 30, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -11,145 | -100.0% | Q2 2026 | Aug 04, 2026 |