As of the latest SEC filings, CRB COMMERCIAL MORTGAGE TRUST (CRBCM) is held by 8 institutional funds. The largest fund shareholder is Medalist Partners MBS Total Return Fund (SEMMX), holding an estimated $5,158,051.51 in market value, representing 1.46% of its portfolio.
Funds holding CRB COMMERCIAL MORTGAGE TRUST (CRBCM)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- CRBCM
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
SEMMX
Medalist Partners MBS Total Return Fund
|
MF | Independent / Boutique | 1.46% | $5,158,051.51 | 5,326,000 | Feb 28, 2026 | Apr 29, 2026 |
|
HWDYX
The Hartford World Bond Fund
|
MF | Independent / Boutique | 0.06% | $2,459,465.60 | 2,481,671 | Apr 30, 2026 | Jun 25, 2026 |
|
BKT
BlackRock Income Trust, Inc.
|
CEF | BlackRock / iShares | 0.53% | $1,926,582.29 | 1,943,623 | Mar 31, 2026 | May 28, 2026 |
|
TSEC
Touchstone ETF Trust-Touchstone Securitized Income ETF
|
ETF | Independent / Boutique | 0.96% | $1,315,563.77 | 30,892,366 | Mar 31, 2026 | May 29, 2026 |
|
TQPAX
Touchstone Strategic Trust-Touchstone Strategic Income Fund
|
MF | Independent / Boutique | 0.28% | $840,476.03 | 19,736,248 | Mar 31, 2026 | May 29, 2026 |
|
SIO
Touchstone ETF Trust-Touchstone Strategic Income ETF
|
ETF | Independent / Boutique | 0.25% | $599,095.80 | 14,068,103 | Mar 31, 2026 | May 29, 2026 |
|
JIGDX
Opportunistic Fixed Income Fund
|
MF | John Hancock | 0.05% | $78,904.36 | 77,899 | Feb 28, 2026 | Apr 28, 2026 |
|
JAEKX
Opportunistic Fixed Income Trust
|
MF | John Hancock | 0.05% | $72,246.84 | 72,886 | Mar 31, 2026 | May 29, 2026 |
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