13F Insight
DOSSIER · 13F-HR · Q1 2026

Hyundai Investments Co., Ltd.

$89M in tracked AUM across 72 positions as of Q1 2026.

HI
CIK 0001892772 · last filed Mar 31, 2026
Total AUM
$89M
as of Q1 2026
Holdings
72
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 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.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
CMTG
CLAROS MTG TR INC
$49M20.5M54.9%02
XLK
SELECT SECTOR SPDR TR
$4M28K4.1%03
GLD
SPDR GOLD TR
$3M8K3.9%04
LBAY
TIDAL TRUST I
$2M56K1.8%05
MTUM
ISHARES TR
$2M7K1.8%06
IJT
ISHARES TR
$1M7K1.1%07
VNQ
VANGUARD INDEX FDS
$1M12K1.1%08
IVW
ISHARES TR
$997K9K1.1%09
IJK
ISHARES TR
$995K10K1.1%10
PSP
INVESCO EXCHANGE TRADED FD T
$972K18K1.1%

Filing history

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 positionsLocked2023Q2Jun 30
$311M▼ 2.7%
1 positionsLocked
Showing 12 of 18