CMRF — Cim Real Estate Finance Trust Inc Institutional Holders · Q2 2026
Who owns Cim Real Estate Finance Trust Inc (CMRF)? 11 institutions reported holding $521,852 in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Wealthspire Advisors, LLC ($134,652), Main Street Group, LTD ($99,819), Kingswood Wealth Advisors, LLC ($70,110).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Wealthspire Advisors, LLC | $134,652 | 26,197 | New |
| 2 | Main Street Group, LTD | $99,819 | 19,420 | Added |
| 3 | KINGSWOOD WEALTH ADVISORS, LLC | $70,110 | 13,640 | New |
| 4 | NORTH STAR ASSET MANAGEMENT INC | $61,802 | 12,024 | Hold |
| 5 | HANTZ FINANCIAL SERVICES, INC. | $61,000 | 11,845 | Added |
| 6 | Keystone Financial Group | $55,156 | 10,731 | Hold |
| 7 | Bay Harbor Wealth Management, LLC | $26,487 | 5,125 | Trimmed |
| 8 | Ancora Advisors LLC | $12,826 | 2,495 | Hold |
| 9 | Financial Gravity Companies, Inc. | $0 | 0 | Exited |
| 10 | Golden State Equity Partners | $0 | 0 | Exited |
| 11 | Carter Financial Group, INC. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30