13F Insight
DOSSIER · 13F-HR · Q2 2026

Hyundai Investments Co., Ltd.

$92M in tracked AUM across 72 positions as of Q2 2026.

HI
CIK 0001892772 · last filed Jun 30, 2026
Total AUM
$92M
as of Q2 2026
Holdings
72
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Portfolio Overview

Hyundai Investments Co., Ltd. presents a highly concentrated and specialized investment portfolio, as evidenced by the SEC 13F filing for the period ending September 30, 2025. The total portfolio value stands at $68.35 million, representing a notable growth of 15.6% from the previous quarter's $59.12 million. The portfolio structure is extreme in its focus, containing only a single holding. This indicates a non-diversified strategy typical of specialized investment vehicl...

Key Holdings

The portfolio consists entirely of Claros Mtg Tr Inc (Claros Mortgage Trust), which comprises 100% of the total assets at a value of $68.35 million. The position consists of 20.59 million shares. Claros Mortgage Trust is typically known as a commercial real estate (CRE) finance company, often structured as a REIT or a mortgage REIT, focusing on senior and mezzanine commercial mortgages. By holding such a substantial block of shares (20.59M), Hyundai Investments Co., Ltd. has established a significant ownership stake in the entity. This suggests that the firm views the trust as a core vehicle for its capital allocation strategy, likely prioritizing yield or specific exposure to the commercial real estate debt market over broad equity market participation.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
CMTG
CLAROS MTG TR INC
$48M20.4M51.9%02
GLD
SPDR GOLD TR
$923K3K1.0%03
VNQ
VANGUARD INDEX FDS
$788K8K0.9%04
CMBS
ISHARES TR
$765K16K0.8%05
MBB
ISHARES TR
$763K8K0.8%06
VNQI
VANGUARD INTL EQUITY INDEX F
$742K16K0.8%07
XLK
SELECT SECTOR SPDR TR
$723K4K0.8%08
MTUM
ISHARES TR
$710K2K0.8%09
CWB
SPDR SERIES TRUST
$686K6K0.7%10
MLN
VANECK ETF TRUST
$682K38K0.7%

Filing history

2026Q2Jun 30
$92M▲ 4.0%
72 positionsView →2026Q1Mar 31
$89M▼ 13.6%
72 positionsView →2025Q4Dec 31
$103M▲ 50.2%
72 positionsView →2025Q3Sep 30
$68M▲ 15.6%
1 positionsView →2025Q2Jun 30
$59M▼ 23.8%
1 positionsLocked2025Q1Mar 31
$78M▼ 23.2%
1 positionsLocked2024Q4Dec 31
$101M▼ 50.8%
1 positionsLocked2024Q3Sep 30
$205M▼ 6.6%
1 positionsLocked2024Q2Jun 30
$220M▼ 17.8%
1 positionsLocked2024Q1Mar 31
$267M▼ 28.4%
1 positionsLocked2023Q4Dec 31
$373M▲ 23.0%
1 positionsLocked2023Q3Sep 30
$304M▼ 2.3%
1 positionsLocked
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