$48.95
+0.06 (+0.12%)
Market Cap
$509.4M
Shares Outstanding
10,265,796
Institutional Holders
87
Total Inst. Value
$275.8M
% of Float Held
—
QoQ Holder Change
+28
Institutional data as of Q1 2025
New Positions
21
Closed Positions
15
Increased
31
Decreased
20
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | $49.6M | 534,735 |
| 2 | State of New Jersey Common Pension Fund D | $25.1M | 521,932 |
| 3 | ARVEST INVESTMENTS, INC. | $21.4M | 444,995 |
| 4 | UBS Group AG | $21.2M | 440,939 |
| 5 | AE Wealth Management LLC | $18.0M | 374,007 |
| 6 | Tortoise Investment Management, LLC | $15.8M | 329,848 |
| 7 | BANK OF AMERICA CORP /DE/ | $14.7M | 306,459 |
| 8 | MORGAN STANLEY | $14.3M | 298,339 |
| 9 | HANCOCK WHITNEY CORPNew | $10.5M | 219,110 |
| 10 | WELLS FARGO & COMPANY/MN | $9.8M | 205,193 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | +524K | $49.6M |
| ARVEST INVESTMENTS, INC. | +8K | $21.4M |
| UBS Group AG | +3K | $21.2M |
| AE Wealth Management LLC | +23K | $18.0M |
| BANK OF AMERICA CORP /DE/ | +56K | $14.7M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Pathstone Holdings, LLC | -218K | $5K |
| MORGAN STANLEY | -48K | $14.3M |
| Advisory Alpha, LLC | -27K | $744K |
| Tortoise Investment Management, LLC | -15K | $15.8M |
| Envestnet Portfolio Solutions, Inc. | -14K | $1K |
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Frequently Asked Questions
How many institutional investors hold CMBS?
As of Q1 2025, 87 institutional investors report holding CMBS (iShares CMBS ETF) in their 13F filings.
Which hedge fund owns the most CMBS?
The largest institutional holder of CMBS is JONES FINANCIAL COMPANIES LLLP with $49.6M in shares.
Are institutions buying or selling CMBS?
This quarter, 21 institutions opened new positions in CMBS and 15 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.