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Tremont Mortgage Trust

TRMTDelisted Sep 30, 2021
Industry
Real Estate Investment Trusts
SEC CIK
0001708405

Tremont Mortgage Trust was delisted on Sep 30, 2021; its insiders filed their last Form 4 on Oct 4, 2021; 16 institutions reported holding it in 13F filings for Q3 2021, worth $2.68M in total; no superinvestor held it.

13F holders, Q3 2021

Institutional positions in Tremont Mortgage Trust as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

TRMT is no longer listed, so this page shows Q3 2021. 13F filings for later quarters list far fewer holders.

Institutional holders
16
0 vs. Q2 2021
Shares held
513.2K
−250.0K (−32.8%) vs. Q2 2021
Total value
$2.68M
−$1.95M (−42.1%) vs. Q2 2021
New holders
4
4 more added
Sold out
4
5 more reduced

Compare with Q2 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting TRMT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2021: 16 institutions
Q1 2021: 16 institutionsQ2 2021: 16 institutionsQ3 2021: 16 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ3 2021: $2.68M
Q1 2021: $2.47MQ2 2021: $4.63MQ3 2021: $2.68MQ4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding TRMT and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 20230$0
Q2 20230$0
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 202116$2.68M
Q2 202116$4.63M
Q1 202116$2.47M

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Tremont Mortgage Trust; share changes are against Q2 2021.

Institutions holding TRMT in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Independent Advisor Alliance201,282$1.05M0.06%+11,605+6.1%Added
Renaissance Technologies LLC100,500$525.0K0.00%−58,384−36.7%Reduced
Millennium Management LLC92,692$484.0K0.00%+92,692New
Scotia Capital Inc.29,707$155.0K0.00%−1,393−4.5%Reduced
Raymond James & Associates20,800$109.0K0.00%+1,500+7.8%Added
BlackRock Inc.18,338$95.0K0.00%−8,556−31.8%Reduced
Bulldog Investors, LLP13,500$70.0K0.02%+13,500New
Northern Trust Corp13,237$69.0K0.00%00.0%Unchanged
Mariner Investment Group LLC10,000$52.0K0.14%+10,000New
Royal Bank of Canada5,000$26.0K0.00%−1,000−16.7%Reduced
Nisa Investment Advisors, LLC2,795$15.0K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.2,500$13.0K0.00%+2,500New
UBS Group AG1,500$8.00K0.00%−1,634−52.1%Reduced
Morgan Stanley1,009$5.00K0.00%+9+0.9%Added
Bank of America Corp334$2.00K0.00%+271+430.2%Added
Wells Fargo & Company42$00.00%00.0%Unchanged
Vanguard Group Inc0$00.00%−259,372−100.0%Sold out
Geode Capital Management, LLC0$00.00%−47,405−100.0%Sold out
Acadian Asset Management LLC0$00.00%−4,307−100.0%Sold out
Advisory Services Network, LLC0$00.00%−48−100.0%Sold out