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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Carter Financial Group, INC. | History | Added to | 12,867 | 66 | 0.04% | 0.04% | 1 | +16 | 0.12% | Q1 2026 | Apr 27, 2026 |
| Ascentis Independent Advisors | History | New | 11,145 | 57 | 0.0% | — | 2 | +11,145 | New | Q1 2026 | Apr 28, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 5,144 | 26 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,622 | -100.0% | Q4 2025 | Jan 28, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,024 | -100.0% | Q4 2025 | Feb 09, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -11,506 | -100.0% | Q4 2025 | Feb 09, 2026 |
| ORG Partners LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,000 | -100.0% | Q4 2025 | Jan 14, 2026 |
| RMG Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,391 | -100.0% | Q4 2025 | Jan 29, 2026 |
| Ancora Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,495 | -100.0% | Q4 2025 | Feb 17, 2026 |