Morgan Stanley
CMBS icon

Morgan Stanley’s iShares CMBS ETF CMBS Stock Holding History

Morgan Stanley’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
2026
Q1 		$12M Sell
246,959
-60,018
-20% -$2.95M ﹤0.01% 3411
2025
Q4 		$15.1M Buy
306,977
+23,956
+8% +$1.18M ﹤0.01% 3194
2025
Q3 		$13.9M Buy
283,021
+4,051
+1% +$197K ﹤0.01% 3248
2025
Q2 		$13.6M Sell
278,970
-19,369
-6% -$932K ﹤0.01% 3157
2025
Q1 		$14.3M Sell
298,339
-48,499
-14% -$2.31M ﹤0.01% 3014
2024
Q4 		$16.4M Buy
346,838
+12,918
+4% +$615K ﹤0.01% 2953
2024
Q3 		$16.3M Sell
333,920
-6,380
-2% -$306K ﹤0.01% 2994
2024
Q2 		$16M Sell
340,300
-2,098
-0.6% -$97.6K ﹤0.01% 2908
2024
Q1 		$16.1M Sell
342,398
-261,962
-43% -$12.2M ﹤0.01% 2925
2023
Q4 		$28.3M Sell
604,360
-286,697
-32% -$13M ﹤0.01% 3031
2023
Q3 		$40.1M Sell
891,057
-26,082
-3% -$1.19M ﹤0.01% 1789
2023
Q2 		$42.1M Sell
917,139
-589,751
-39% -$27.3M ﹤0.01% 1734
2023
Q1 		$69.6M Buy
1,506,890
+125,078
+9% +$5.83M 0.01% 1286
2022
Q4 		$63.4M Buy
1,381,812
+49,595
+4% +$2.27M 0.01% 1314
2022
Q3 		$61.1M Buy
1,332,217
+97,240
+8% +$4.64M 0.01% 1176
2022
Q2 		$59.4M Buy
1,234,977
+59,299
+5% +$2.87M 0.01% 1254
2022
Q1 		$58.6M Sell
1,175,678
-81,112
-6% -$4.17M 0.01% 1191
2021
Q4 		$66.6M Sell
1,256,790
-462,848
-27% -$24.8M 0.01% 1161
2021
Q3 		$93M Buy
1,719,638
+126,125
+8% +$6.88M 0.01% 885
2021
Q2 		$86.7M Buy
1,593,513
+113,318
+8% +$6.15M 0.01% 940
2021
Q1 		$79.7M Buy
1,480,195
+553,134
+60% +$30.2M 0.01% 887
2020
Q4 		$51.3M Buy
927,061
+3,387
+0.4% +$187K 0.01% 1086
2020
Q3 		$51.3M Buy
923,674
+91,220
+11% +$5.03M 0.01% 883
2020
Q2 		$45.7M Buy
832,454
+97,353
+13% +$5.25M 0.01% 878
2020
Q1 		$39.5M Buy
735,101
+5,568
+0.8% +$298K 0.01% 852
2019
Q4 		$38.5M Buy
729,533
+60,092
+9% +$3.19M 0.01% 1115
2019
Q3 		$35.8M Buy
669,441
+51,366
+8% +$2.74M 0.01% 1067
2019
Q2 		$32.7M Buy
618,075
+61,168
+11% +$3.18M 0.01% 1121
2019
Q1 		$28.8M Buy
556,907
+27,168
+5% +$1.38M 0.01% 1181
2018
Q4 		$26.6M Sell
529,739
-790
-0.1% -$39.1K 0.01% 1216
2018
Q3 		$26.4M Sell
530,529
-13,691
-3% -$684K 0.01% 1435
2018
Q2 		$27.3M Sell
544,220
-899
-0.2% -$44.8K 0.01% 1352
2018
Q1 		$27.5M Buy
545,119
+47,223
+9% +$2.39M 0.01% 1377
2017
Q4 		$25.5M Buy
497,896
+51,283
+11% +$2.64M 0.01% 1454
2017
Q3 		$23M Buy
446,613
+23,120
+5% +$1.2M 0.01% 1460
2017
Q2 		$21.8M Sell
423,493
-43,087
-9% -$2.22M 0.01% 1451
2017
Q1 		$23.9M Sell
466,580
-16,416
-3% -$840K 0.01% 1410
2016
Q4 		$24.7M Sell
482,996
-4,714
-1% -$244K 0.01% 1354
2016
Q3 		$25.9M Buy
487,710
+72,612
+17% +$3.86M 0.01% 1270
2016
Q2 		$22.1M Buy
415,098
+78,049
+23% +$4.09M 0.01% 1344
2016
Q1 		$17.5M Buy
337,049
+97,021
+40% +$4.99M 0.01% 1402
2015
Q4 		$12.2M Sell
240,028
-11,725
-5% -$600K ﹤0.01% 1799
2015
Q3 		$13M Buy
251,753
+1,654
+0.7% +$85.1K ﹤0.01% 1721
2015
Q2 		$12.8M Buy
250,099
+37,819
+18% +$1.96M ﹤0.01% 1860
2015
Q1 		$11.1M Buy
212,280
+95,001
+81% +$4.94M ﹤0.01% 1961
2014
Q4 		$6M Buy
117,279
+82,981
+242% +$4.28M ﹤0.01% 2552
2014
Q3 		$1.76M Buy
34,298
+3,989
+13% +$206K ﹤0.01% 3553
2014
Q2 		$1.57M Buy
30,309
+10,049
+50% +$517K ﹤0.01% 3686
2014
Q1 		$1.04M Sell
20,260
-3,850
-16% -$197K ﹤0.01% 3963
2013
Q4 		$1.23M Buy
24,110
+1,156
+5% +$59.4K ﹤0.01% 3758
2013
Q3 		$1.18M Buy
22,954
+723
+3% +$36.8K ﹤0.01% 3653
2013
Q2 		$1.14M Buy
+22,231
New +$1.15M ﹤0.01% 3619

Other funds holding CMBS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return
PRI
Prepared Retirement Institute Lansdale, Pennsylvania $202M AUM 12.94% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $705M AUM 34.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley's CMBS Position: Q1 2026 in Review

Morgan Stanley reduced its iShares CMBS ETF (CMBS) stake by 20% in Q1 2026, selling an estimated $2.95M and leaving 246,959 shares worth $12M. The position accounts for ﹤0.01% of the portfolio, ranked #3411.

Morgan Stanley first reported a position in CMBS in Q2 2013 and has held it in 52 quarters since. The position peaked at $93M in Q3 2021. 92 funds tracked by Wall St. Rank hold CMBS as of Q1 2026.

  • Morgan Stanley held 246,959 shares of iShares CMBS ETF worth $12M as of Q1 2026.
  • Morgan Stanley sold 60,018 iShares CMBS ETF shares in Q1 2026, an estimated $2.95M.
  • iShares CMBS ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #3411 holding.
  • Morgan Stanley first reported a position in iShares CMBS ETF in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's iShares CMBS ETF position peaked at $93M in Q3 2021.
  • 92 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.