10 institutions reported holding $374,399 of CIM REAL ESTATE FINANCE TRUST (CMRF) in SEC 13F filings for 2026-03-31. Largest institutional holders: Carter Financial Group, INC. ($66,139), NORTH STAR ASSET MANAGEMENT INC ($61,802), HANTZ FINANCIAL SERVICES, INC. ($60,000), Golden State Equity Partners ($57,289), Keystone Financial Group ($55,156). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Carter Financial Group, INC. | $66,139 | 12,867 | Added |
| 2 | NORTH STAR ASSET MANAGEMENT INC | $61,802 | 12,024 | Hold |
| 3 | HANTZ FINANCIAL SERVICES, INC. | $60,000 | 11,673 | Added |
| 4 | Golden State Equity Partners | $57,289 | 11,145 | New |
| 5 | Keystone Financial Group | $55,156 | 10,731 | New |
| 6 | Main Street Group, LTD | $34,600 | 6,732 | New |
| 7 | Bay Harbor Wealth Management, LLC | $26,587 | 5,144 | Hold |
| 8 | Ancora Advisors LLC | $12,826 | 2,495 | Hold |
| 9 | RMG Wealth Management LLC | $0 | 0 | Exited |
| 10 | KINGSWOOD WEALTH ADVISORS, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31