HighTower Advisors
CMBS icon

HighTower Advisors’s iShares CMBS ETF CMBS Stock Holding History

HighTower Advisors’s Portfolio CMBS Stock Details CMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-112,740
Closed -$5.49M – 3870
2025
Q2 		$5.49M Buy
112,740
+1,800
+2% +$86.6K 0.01% 1052
2025
Q1 		$5.33M Buy
110,940
+38,000
+52% +$1.81M 0.01% 1019
2024
Q4 		$3.44M Buy
72,940
+9,782
+15% +$466K ﹤0.01% 1219
2024
Q3 		$3.09M Buy
+63,158
New +$3.03M ﹤0.01% 1266
2022
Q2 		– Sell
-7,367
Closed -$360K – 3281
2022
Q1 		$360K Sell
7,367
-58
-0.8% -$2.98K ﹤0.01% 2391
2021
Q4 		$395K Sell
7,425
-5,449
-42% -$291K ﹤0.01% 2309
2021
Q3 		$698K Sell
12,874
-4,274
-25% -$233K ﹤0.01% 1862
2021
Q2 		$936K Buy
17,148
+3,383
+25% +$184K ﹤0.01% 1675
2021
Q1 		$745K Sell
13,765
-3,347
-20% -$183K ﹤0.01% 1743
2020
Q4 		$941K Buy
+17,112
New +$943K ﹤0.01% 1295
2020
Q3 		– Sell
-9,997
Closed -$545K – 2564
2020
Q2 		$545K Buy
+9,997
New +$539K ﹤0.01% 1414
2019
Q4 		– Sell
-16,573
Closed -$885K – 2407
2019
Q3 		$885K Buy
+16,573
New +$883K ﹤0.01% 1238

Other funds holding CMBS

SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return

HighTower Advisors's CMBS Position: Q3 2025 in Review

HighTower Advisors sold out of iShares CMBS ETF (CMBS) in Q3 2025, closing a stake of 112,740 shares — an estimated $5.49M sold.

HighTower Advisors first reported a position in CMBS in Q3 2019 and held it in 12 quarters. The position peaked at $5.49M in Q2 2025. 96 funds tracked by Wall St. Rank hold CMBS as of Q3 2025.

  • HighTower Advisors reported no remaining iShares CMBS ETF position as of Q3 2025 after selling out during the quarter.
  • HighTower Advisors sold 112,740 iShares CMBS ETF shares in Q3 2025, an estimated $5.49M.
  • HighTower Advisors first reported a position in iShares CMBS ETF in Q3 2019 and held it in 12 quarters.
  • HighTower Advisors's iShares CMBS ETF position peaked at $5.49M in Q2 2025.
  • 96 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q3 2025.

Based on HighTower Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.