As of the latest SEC filings, COLEM MORTGAGE TRUST (COLEM) is held by 2 institutional funds. The largest fund shareholder is Janus Henderson Short Duration Flexible Bond Fund (JSHAX), holding an estimated $4,713,265.45 in market value, representing 0.66% of its portfolio.
Funds holding COLEM MORTGAGE TRUST (COLEM)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- COLEM
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
JSHAX
Janus Henderson Short Duration Flexible Bond Fund
|
MF | Independent / Boutique | 0.66% | $4,713,265.45 | 4,914,000 | Mar 31, 2026 | May 29, 2026 |
|
JNBCX
JPMorgan Income Builder Fund
|
MF | JPMorgan | 0.03% | $2,418,976.50 | 2,500,000 | Apr 30, 2026 | Jun 26, 2026 |
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