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On this page, we present all of the funds holding CMBS from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding CMBS, with a link to that fund's top holdings. The next columns
indicate the amount of CMBS stock held by each of the funds holding CMBS, followed by the CMBS position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 80 funds holding CMBS within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Pathstone Holdings LLC. For more details on the positions held by Pathstone Holdings LLC
(or by any of the other funds holding CMBS), click the fund name in the "Holder" column of the funds-holding-CMBS table below.
| Holder | Amount | Position Size
($ in 1000's) | As of |
|---|
 Pathstone Holdings LLC | 690,876 | $32,326 | 12/31/2023 | | CMBS | 690,876 | $32,326 | 12/31/2023 | | Arvest Investments Inc. | 464,813 | $21,893 | 03/31/2024 | | CMBS | 464,813 | $21,893 | 03/31/2024 | | Ameriprise Financial Inc. | 420,732 | $19,691 | 12/31/2023 | | CMBS | 420,732 | $19,691 | 12/31/2023 | | UBS Group AG | 377,294 | $17,654 | 12/31/2023 | | CMBS | 377,294 | $17,654 | 12/31/2023 | | Tortoise Investment Management LLC | 335,901 | $15,717 | 12/31/2023 | | CMBS | 335,901 | $15,717 | 12/31/2023 | | Morgan Stanley | 302,180 | $14,139 | 12/31/2023 | | CMBS | 302,180 | $14,139 | 12/31/2023 | | Bank of America Corp DE | 248,825 | $11,643 | 12/31/2023 | | CMBS | 248,825 | $11,643 | 12/31/2023 | | AE Wealth Management LLC | 247,465 | $11,529 | 12/31/2023 | | CMBS | 247,465 | $11,529 | 12/31/2023 | | Central Bank & Trust Co. | 166,480 | $7,839 | 03/31/2024 | | CMBS | 166,480 | $7,839 | 03/31/2024 | | Krilogy Financial LLC | 159,141 | $7,496 | 03/31/2024 | | CMBS | 159,141 | $7,496 | 03/31/2024 | | Wells Fargo & Company MN | 145,959 | $6,829 | 12/31/2023 | | CMBS | 145,959 | $6,829 | 12/31/2023 | | Guggenheim Capital LLC | 117,173 | $5,483 | 12/31/2023 | | CMBS | 117,173 | $5,483 | 12/31/2023 | | State of New Jersey Common Pension Fund D | 110,517 | $5,171 | 12/31/2023 | | CMBS | 110,517 | $5,171 | 12/31/2023 | | Jane Street Group LLC | 101,939 | $4,770 | 12/31/2023 | | CMBS | 101,939 | $4,770 | 12/31/2023 | | Advisor Group Holdings Inc. | 70,635 | $3,305 | 12/31/2023 | | CMBS | 70,635 | $3,305 | 12/31/2023 | | Sykon Capital LLC | 70,501 | $3,299 | 12/31/2023 | | CMBS | 70,501 | $3,299 | 12/31/2023 | | Franklin Resources Inc. | 46,477 | $2,175 | 12/31/2023 | | CMBS | 46,477 | $2,175 | 12/31/2023 | | LGT Financial Advisors LLC | 42,502 | $1,989 | 12/31/2023 | | CMBS | 42,502 | $1,989 | 12/31/2023 | | LPL Financial LLC | 42,095 | $1,970 | 12/31/2023 | | CMBS | 42,095 | $1,970 | 12/31/2023 | | BlackRock Inc. | 39,862 | $1,865 | 12/31/2023 | | CMBS | 39,862 | $1,865 | 12/31/2023 | | Insight Wealth Partners LLC | 36,837 | $1,724 | 12/31/2023 | | CMBS | 36,837 | $1,724 | 12/31/2023 | | Cetera Advisors LLC | 36,130 | $1,691 | 12/31/2023 | | CMBS | 36,130 | $1,691 | 12/31/2023 | | First Trust Advisors LP | 33,266 | $1,557 | 12/31/2023 | | CMBS | 33,266 | $1,557 | 12/31/2023 | | Citadel Advisors LLC | 31,815 | $1,489 | 12/31/2023 | | CMBS | 31,815 | $1,489 | 12/31/2023 | | Commonwealth Equity Services LLC | 29,637 | $1,396 | 03/31/2024 | | CMBS | 29,637 | $1,396 | 03/31/2024 | | Envestnet Portfolio Solutions Inc. | 28,365 | $1,327 | 12/31/2023 | | CMBS | 28,365 | $1,327 | 12/31/2023 | | Laidlaw Wealth Management LLC | 26,621 | $1,246 | 12/31/2023 | | CMBS | 26,621 | $1,246 | 12/31/2023 | | Raymond James & Associates | 25,226 | $1,188 | 03/31/2024 | | CMBS | 25,226 | $1,188 | 03/31/2024 | | Advisory Alpha LLC | 24,564 | $1,149 | 12/31/2023 | | CMBS | 24,564 | $1,149 | 12/31/2023 | | Fermata Advisors LLC | 19,572 | $922 | 03/31/2024 | | CMBS | 19,572 | $922 | 03/31/2024 | | Hilltop Holdings Inc. | 17,872 | $836 | 12/31/2023 | | CMBS | 17,872 | $836 | 12/31/2023 | | Willis Johnson & Associates Inc. | 17,263 | $813 | 03/31/2024 | | CMBS | 17,263 | $813 | 03/31/2024 | | Comerica Bank | 14,221 | $665 | 12/31/2023 | | CMBS | 14,221 | $665 | 12/31/2023 | | Centennial Wealth Advisory LLC | 12,935 | $609 | 03/31/2024 | | CMBS | 12,935 | $609 | 03/31/2024 | | Ridgewood Investments LLC | 11,950 | $563 | 03/31/2024 | | CMBS | 11,950 | $563 | 03/31/2024 | | Lincoln National Corp | 11,003 | $515 | 12/31/2023 | | CMBS | 11,003 | $515 | 12/31/2023 | | Wealthcare Advisory Partners LLC | 10,568 | $498 | 03/31/2024 | | CMBS | 10,568 | $498 | 03/31/2024 | | Palogic Value Management L.P. | 10,563 | $494 | 12/31/2023 | | CMBS | 10,563 | $494 | 12/31/2023 | | Royal Bank of Canada | 10,497 | $491 | 12/31/2023 | | CMBS | 10,497 | $491 | 12/31/2023 | | Stifel Financial Corp | 10,405 | $487 | 12/31/2023 | | CMBS | 10,405 | $487 | 12/31/2023 | | Toroso Investments LLC | 10,120 | $474 | 12/31/2023 | | CMBS | 10,120 | $474 | 12/31/2023 | | US Bancorp DE | 9,210 | $431 | 12/31/2023 | | CMBS | 9,210 | $431 | 12/31/2023 | | Raymond James Financial Services Advisors Inc. | 8,824 | $416 | 03/31/2024 | | CMBS | 8,824 | $416 | 03/31/2024 | | Envestnet Asset Management Inc. | 8,177 | $383 | 12/31/2023 | | CMBS | 8,177 | $383 | 12/31/2023 | | Kingdom Financial Group LLC. | 8,065 | $377 | 12/31/2023 | | CMBS | 8,065 | $377 | 12/31/2023 | | Schroder Investment Management Group | 7,975 | $373 | 12/31/2023 | | CMBS | 7,975 | $373 | 12/31/2023 | | Horizon Financial Services LLC | 7,027 | $331 | 03/31/2024 | | CMBS | 7,027 | $331 | 03/31/2024 | | Moneywise Inc. | 6,848 | $323 | 03/31/2024 | | CMBS | 6,848 | $323 | 03/31/2024 | | JNB Advisors LLC | 5,235 | $245 | 12/31/2023 | | CMBS | 5,235 | $245 | 12/31/2023 | | Leavell Investment Management Inc. | 5,177 | $244 | 03/31/2024 | | CMBS | 5,177 | $244 | 03/31/2024 | | ST Germain D J Co. Inc. | 4,879 | $230 | 03/31/2024 | | CMBS | 4,879 | $230 | 03/31/2024 | | LexAurum Advisors LLC | 4,453 | $210 | 03/31/2024 | | CMBS | 4,453 | $210 | 03/31/2024 | | Rosenberg Matthew Hamilton | 4,036 | $189 | 03/31/2024 | | CMBS | 4,036 | $189 | 03/31/2024 | | JPMorgan Chase & Co. | 2,676 | $125 | 12/31/2023 | | CMBS | 2,676 | $125 | 12/31/2023 | | Bramshill Investments LLC | 2,308 | $108 | 12/31/2023 | | CMBS | 2,308 | $108 | 12/31/2023 | | Element Wealth LLC | 1,550 | $73 | 12/31/2023 | | CMBS | 1,550 | $73 | 12/31/2023 | | Wagner Wealth Management LLC | 1,306 | $61 | 03/31/2024 | | CMBS | 1,306 | $61 | 03/31/2024 | | Advisors Asset Management Inc. | 1,277 | $60 | 12/31/2023 | | CMBS | 1,277 | $60 | 12/31/2023 | | Private Trust Co. NA | 848 | $40 | 03/31/2024 | | CMBS | 848 | $40 | 03/31/2024 | | Family Asset Management LLC | 802 | $38 | 12/31/2023 | | CMBS | 802 | $38 | 12/31/2023 | | Capital Analysts LLC | 677 | $32 | 12/31/2023 | | CMBS | 677 | $32 | 12/31/2023 | | Qube Research & Technologies Ltd | 522 | $24 | 12/31/2023 | | CMBS | 522 | $24 | 12/31/2023 | | Gradient Investments LLC | 433 | $20 | 03/31/2024 | | CMBS | 433 | $20 | 03/31/2024 | | Strengthening Families & Communities LLC | 425 | $20 | 12/31/2023 | | CMBS | 425 | $20 | 12/31/2023 | | Northwestern Mutual Wealth Management Co. | 382 | $18 | 12/31/2023 | | CMBS | 382 | $18 | 12/31/2023 | | National Bank of Canada FI | 367 | $17 | 12/31/2023 | | CMBS | 367 | $17 | 12/31/2023 | | Harbour Investments Inc. | 347 | $16 | 12/31/2023 | | CMBS | 347 | $16 | 12/31/2023 | | Colonial Trust Co SC | 317 | $15 | 12/31/2023 | | CMBS | 317 | $15 | 12/31/2023 | | Bogart Wealth LLC | 306 | $14 | 03/31/2024 | | CMBS | 306 | $14 | 03/31/2024 | | Financial Gravity Asset Management Inc. | 227 | $10 | 12/31/2023 | | CMBS | 227 | $10 | 12/31/2023 | | Jackson Hole Capital Partners LLC | 136 | $6 | 12/31/2023 | | CMBS | 136 | $6 | 12/31/2023 | | Team Financial Group LLC | 133 | $6 | 12/31/2023 | | CMBS | 133 | $6 | 12/31/2023 | | Coastal Investment Advisors Inc. | 84 | $4 | 03/31/2024 | | CMBS | 84 | $4 | 03/31/2024 | | Oliver Lagore Vanvalin Investment Group | 95 | $4 | 12/31/2023 | | CMBS | 95 | $4 | 12/31/2023 | | Laurel Wealth Advisors LLC | 66 | $3 | 12/31/2023 | | CMBS | 66 | $3 | 12/31/2023 | | Spire Wealth Management | 46 | $2 | 03/31/2024 | | CMBS | 46 | $2 | 03/31/2024 | | Blair William & Co. IL | 41 | $2 | 12/31/2023 | | CMBS | 41 | $2 | 12/31/2023 | | Proequities Inc. | 0 | $0 | 03/31/2024 | | CMBS | 0 | $0 | 03/31/2024 | | Financial Management Professionals Inc. | 0 | $0 | 03/31/2024 | | CMBS | 0 | $0 | 03/31/2024 | | Sachetta LLC | 0 | $0 | 03/31/2024 | | CMBS | 0 | $0 | 03/31/2024 |  Susquehanna International Group LLP | 4,400 | $-206 | 12/31/2023 | | Put | 4,400 | $206 | 12/31/2023 |
See Summary: Institutional Holders of CMBS
See Details: Top 10 Hedge Funds Holding CMBS
Also See: CMBS Holdings Changes
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