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CIM Real Estate Finance Trus (CMRF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Main Street Group, LTD
UNCHANGED
Shares19,420 from 19,420
Change0 (0%)
Value$99.8K ($0)
Filed 2026-10-28
Bay Harbor Wealth Management, LLC
UNCHANGED
Shares5,125 from 5,125
Change0 (0%)
Value$26.4K (-$43)
Filed 2026-11-03
Ascentis Independent Advisors
NEW
Shares4,219
Change+4,219
Value$21.7K
Filed 2026-11-03
Kingswood Wealth Advisors, LLC
CLOSED
Shares0 from 13,640
Change-13,640 (-100%)
Value$0 (-$70.1K)
Filed 2026-10-23
Wealthspire Advisors, LLC
N/A
Shares— from 26,197
Change-26,197 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 12,024
Change-12,024 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 11,845
Change-11,845 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 10,731
Change-10,731 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 2,495
Change-2,495 (-100%)
Value—
Status
Main Street Group, LTD
UNCHANGED19,42019,42000%$99.8K$99.8K$02026-10-28
Bay Harbor Wealth Management, LLC
UNCHANGED5,1255,12500%$26.5K$26.4K-$432026-11-03
Ascentis Independent Advisors
NEW4,219—+4,219——$21.7K—2026-11-03
Kingswood Wealth Advisors, LLC
CLOSED013,640-13,640-100%$70.1K$0-$70.1K2026-10-23
Wealthspire Advisors, LLC
N/A—26,197-26,197-100%$134.7K———
North Star Asset Management Inc
N/A—12,024-12,024-100%$61.8K———
Hantz Financial Services, Inc.
N/A—11,845-11,845-100%$61———
Keystone Financial Group
N/A—10,731-10,731-100%$55.2K———
Ancora Advisors LLCA
N/A—2,495-2,495-100%$12.8K———
Showing 9 of 9 institutions