Institutional shares held 6.17 Million
0 calls
0 puts
Total value of holdings $301M
$0 calls
$0 puts
# of Institutions 103


Latest Institutional Activity in CMBS

Top Purchases

Q2 2025
Prepared Retirement Institute LLC Shares Held: 156K ($7.62M)
Q2 2025
Schmidt P J Investment Management Inc Shares Held: 91.2K ($4.45M)
Q2 2025
Lpl Financial LLC Shares Held: 259K ($12.6M)
Q2 2025
Systelligence, LLC Shares Held: 166K ($8.09M)
Q2 2025
Wells Fargo & Company Shares Held: 248K ($12.1M)

Top Sells

Q2 2025
Tortoise Investment Management, LLC Shares Held: 13.3K ($650K)
Q2 2025
Ubs Group Ag Shares Held: 378K ($18.4M)
Q2 2025
Advisor Group Holdings, Inc. Shares Held: 87.8K ($4.28M)
Q2 2025
Pathstone Holdings, LLC Shares Held: 73.4K ($3.58M)
Q2 2025
Morgan Stanley Shares Held: 279K ($13.6M)

About CMBS

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