Who owns CMBS?
iShares CMBS ETF · iShares
92 institutions reported holding CMBS, worth $340.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of CMBS
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| UBS Group AG | Zurich, Switzerland | $71.5M | 1,469,948 | −187,101 shares |
| AE Wealth Management LLC | Topeka, KS | $28.0M | 575,306 | +51,727 shares |
| Arvest Investments, Inc. | Lowell, AR | $24.1M | 494,745 | +29,623 shares |
| Prudential PLC | London, United Kingdom | $20.8M | 427,295 | +247,767 shares |
| LPL Financial LLC | Fort Mill, SC | $20.7M | 426,140 | −94,872 shares |
| SYON Capital LLC | San Francisco, CA | $20.0M | 411,146 | −116,510 shares |
| Hancock Whitney Corp. | Gulfport, MS | $13.6M | 280,554 | −7,169 shares |
| Morgan Stanley | New York, NY | $13.2M | 271,168 | +24,209 shares |
| Prepared Retirement Institute LLC | Lansdale, PA | $12.7M | 261,927 | +5,213 shares |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | New York, NY | $11.0M | 226,208 | −81,305 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns CMBS?
92 institutional managers reported holding CMBS in Form 13F filings for June 30, 2026, worth $340.6M in total. The largest reported position was held by UBS Group AG, at $71.5M.
Did institutions buy or sell CMBS last quarter?
Reported 13F value fell 5.6% from March 31, 2026, which includes price moves as well as buying and selling. 10 firms reported a new position and 9 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is CMBS ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.