WCM
CMBS icon

Windsor Capital Management’s iShares CMBS ETF CMBS Stock Holding History

Windsor Capital Management’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
Q3 		$223K Buy
+4,710
New +$227K 0.06% 125

Other funds holding CMBS

CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
RL
Retireful LLC Haslett, Michigan $116M AUM 162.56% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Windsor Capital Management's CMBS Position: Q3 2026 in Review

Windsor Capital Management opened a new position in iShares CMBS ETF (CMBS) in Q3 2026: 4,710 shares worth $223K. The stake represents 0.06% of the portfolio and ranks #125 among its holdings.

8 funds tracked by Wall St. Rank hold CMBS as of Q3 2026.

  • Windsor Capital Management held 4,710 shares of iShares CMBS ETF worth $223K as of Q3 2026.
  • iShares CMBS ETF was a new Windsor Capital Management position in Q3 2026.
  • iShares CMBS ETF made up 0.06% of Windsor Capital Management's portfolio in Q3 2026, its #125 holding.
  • 8 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q3 2026.

Based on Windsor Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.