Schroder Investment Management Group
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Schroder Investment Management Group’s iShares CMBS ETF CMBS Stock Holding History

Schroder Investment Management Group’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
Q1 		– Sell
-7,374
Closed -$348K – 1209
2024
Q4 		$348K Sell
7,374
-11
-0.1% -$524 ﹤0.01% 1134
2024
Q3 		$360K Hold
7,385
– – ﹤0.01% 1139
2024
Q2 		$347K Sell
7,385
-590
-7% -$27.4K ﹤0.01% 1135
2024
Q1 		$376K Hold
7,975
– – ﹤0.01% 1131
2023
Q4 		$373K Sell
7,975
-176
-2% -$7.97K ﹤0.01% 1113
2023
Q3 		$367K Sell
8,151
-874
-10% -$39.7K ﹤0.01% 1132
2023
Q2 		$414K Hold
9,025
– – ﹤0.01% 1146
2023
Q1 		$417K Buy
+9,025
New +$420K ﹤0.01% 1158
2022
Q2 		– Sell
-29,741
Closed -$1.48M – 1325
2022
Q1 		$1.48M Buy
+29,741
New +$1.53M ﹤0.01% 1062

Other funds holding CMBS

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
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Schroder Investment Management Group's CMBS Position: Q1 2025 in Review

Schroder Investment Management Group sold out of iShares CMBS ETF (CMBS) in Q1 2025, closing a stake of 7,374 shares — an estimated $348K sold.

Schroder Investment Management Group first reported a position in CMBS in Q1 2022 and held it in 9 quarters. The position peaked at $1.48M in Q1 2022. 87 funds tracked by Wall St. Rank hold CMBS as of Q1 2025.

  • Schroder Investment Management Group reported no remaining iShares CMBS ETF position as of Q1 2025 after selling out during the quarter.
  • Schroder Investment Management Group sold 7,374 iShares CMBS ETF shares in Q1 2025, an estimated $348K.
  • Schroder Investment Management Group first reported a position in iShares CMBS ETF in Q1 2022 and held it in 9 quarters.
  • Schroder Investment Management Group's iShares CMBS ETF position peaked at $1.48M in Q1 2022.
  • 87 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q1 2025.

Based on Schroder Investment Management Group's 13F filing for Q1 2025, filed 13 May 2025.