Vault-13

CIM REAL ESTATE FINANCE TRUST INC CMRF

COM · Common Stock · CUSIP 12558Q103

8 institutional holders +0 vs Q1 2026
101,477101.5k shares reported held*
0.0% of all shares outstanding*
$521.9kreported value*
2 new 2 added 1 reduced 2 sold out net bought ≈ $147.3k (+28.7k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Shares outstanding: 436.3m as of 2026-08-11, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $5.14.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0510Q3 22: 4Q4 22: 4Q1 23: 6Q2 23: 7Q3 23: 7Q4 23: 10Q1 24: 4Q2 24: 5Q3 24: 6Q4 24: 9Q1 25: 10Q2 25: 9Q3 25: 8Q4 25: 8Q1 26: 8Q2 26: 88Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 20224
Q4 20224
Q1 20236
Q2 20237
Q3 20237
Q4 202310
Q1 20244
Q2 20245
Q3 20246
Q4 20249
Q1 202510
Q2 20259
Q3 20258
Q4 20258
Q1 20268
Q2 20268

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
505Q3 24: 2 bought or addedQ3 24: 1 cut or sold outQ4 24: 5 bought or addedQ4 24: 2 cut or sold outQ4 24Q1 25: 3 bought or addedQ1 25: 3 cut or sold outQ2 25: 1 bought or addedQ2 25: 2 cut or sold outQ2 25Q3 25: 2 bought or addedQ3 25: 1 cut or sold outQ4 25: 4 bought or addedQ4 25: 1 cut or sold outQ4 25Q1 26: 5 bought or addedQ1 26: 2 cut or sold outQ2 26: 4 bought or addedQ2 26: 3 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202421
Q4 202452
Q1 202533
Q2 202512
Q3 202521
Q4 202541
Q1 202652
Q2 202643

Biggest buyers

Wealthspire Advisors, LLC New +26,197+26.2k
KINGSWOOD WEALTH ADVISORS, LLC New +13,640+13.6k
Main Street Group, LTD Added +12,688+12.7k
HANTZ FINANCIAL SERVICES, INC. Added +172+172

Biggest sellers

Carter Financial Group, INC. Sold out -12,867-12.9k
Ascentis Independent Advisors Sold out -11,145-11.1k
Bay Harbor Wealth Management, LLC Reduced -19-19

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
CIM Group Holdings, LLC 13D · may seek influence new · filed 2026-07-01
Stated purposeOn June 24, 2026, the Issuer acquired the real assets management business and portfolio of investments of Legacy CIM as part of a series of transactions undertaken to establish the Issuer as a diversified owner, operator, lender, developer and real assets management platform. These transactions (collectively, the "Transactions") consisted of: * The formation by the Issuer of a new operating partnership, CIM Finance Holdings, LP ("New OP"), in which CIM Finance Holdings GP, LLC, a wholly-owned subsidiary of the Issuer ("New OP General Partner"), is the sole general partner. * The contribution by the Issuer of all of the Issuer's equity interests in CIM Real Estate Finance Operating Partnership, LP ("Existing OP") to New OP in exchange for limited partnership units in New OP ("New… Full filing
100.0% new 907.4m 2026-07-01

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
202Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 1 buyingQ2 25: 2 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26Q2 26: 0 buyingQ2 26: 0 sellingQ3 26: 1 buyingQ3 26: 1 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20250—0——
Q2 20251$1.8m2$160.1k—
Q3 20250—0——
Q4 20250—0——
Q1 20260—0——
Q2 20260—0——
Q3 20261$2.7m1$110.1k—
DateInsiderTradeSharesPrice ValueTheir holding
2026-09-04 RESSLER RICHARD S CEO & President, director · By CIM Real Estate Finance Holdings, LLC Bought 526,808 $5.14 $2.7m526.8k shares +154%
2026-09-04 Schreiber Jason K Director Sold 21,417 $5.14 $110.1k21.4k shares -53%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Wealthspire Advisors, LLC 0.00% of their portfolio NEW YORK, NY 26,19726.2k $134.7k $134.7k 0.00% New
2 Main Street Group, LTD 0.02% of their portfolio GLEN ALLEN, VA 19,42019.4k $99.8k $99.8k 0.02% Added +12.7k +12,688
3 KINGSWOOD WEALTH ADVISORS, LLC 0.00% of their portfolio SAN DIEGO, CA 13,64013.6k $70.1k $70.1k 0.00% New
4 NORTH STAR ASSET MANAGEMENT INC 0.00% of their portfolio NEENAH, WI 12,02412.0k $61.8k $61.8k 0.00% Unchanged
5 HANTZ FINANCIAL SERVICES, INC. 0.00% of their portfolio SOUTHFIELD, MI 11,84511.8k $61.0k $61.0k 0.00% Added +172 +172
6 Keystone Financial Group 0.00% of their portfolio LEXINGTON, KY 10,73110.7k $55.2k $55.2k 0.00% Unchanged
7 Bay Harbor Wealth Management, LLC 0.01% of their portfolio Hunt Valley, MD 5,1255.1k $26.5k $26.5k 0.01% Reduced -19 -19
8 Ancora Advisors LLC 0.00% of their portfolio Cleveland, OH 2,4952.5k $12.8k $12.8k 0.00% Unchanged