13F Insight
DOSSIER · 13F Holders · Q2 2026
CMRF

CIM REAL ESTATE FINANCE TRUST

11 institutions still hold CIM REAL ESTATE FINANCE TRUST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 12558Q103·11 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$706K
visible holders
Holders
11
filers reporting
Concentration
19.07%
Wealthspire Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

11 institutions reported CMRF in Q2 2026. Wealthspire Advisors, LLC leads at 19.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Wealthspire Advisors, LLC
CIK 0001646247
$135K26K0.00%Q2 202602
Main Street Group, LTD
CIK 0001965796
$100K19K0.02%Q2 202603
Moloney Securities Asset Management, LLC
CIK 0001697934
$76K15K0.01%Q3 202504
KINGSWOOD WEALTH ADVISORS, LLC
CIK 0001987855
$70K14K0.00%Q2 202605
NORTH STAR ASSET MANAGEMENT INC
CIK 0001056559
$62K12K0.00%Q2 202606
HANTZ FINANCIAL SERVICES, INC.
CIK 0001071061
$60K12K0.00%Q1 202607
Golden State Equity Partners
CIK 0001845003
$57K11K0.00%Q1 202608
Keystone Financial Group
CIK 0001729299
$55K11K0.00%Q2 202609
ORG Partners LLC
CIK 0001979372
$52K10K0.01%Q4 202510
Bay Harbor Wealth Management, LLC
CIK 0001767989
$26K5K0.01%Q2 202611
Ancora Advisors LLC
CIK 0001446114
$13K2K0.00%Q2 2026