As of the latest SEC filings, SWCH COMMERCIAL MORTGAGE TRUST (SWCH) is held by 169 institutional funds. The largest fund shareholder is American Balanced Fund (CLBAX), holding an estimated $61,144,863.63 in market value, representing 0.02% of its portfolio.
Funds holding SWCH COMMERCIAL MORTGAGE TRUST (SWCH)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- SWCH
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
CLBAX
American Balanced Fund
|
MF | Independent / Boutique | 0.02% | $61,144,863.63 | 61,822,000 | Mar 31, 2026 | May 28, 2026 |
|
LDLTX
Lord Abbett Short Duration Income Fund
|
MF | Independent / Boutique | 0.12% | $52,792,971.91 | 53,180,000 | Feb 28, 2026 | Apr 28, 2026 |
|
CCWAX
Capital World Bond Fund
|
MF | Independent / Boutique | 0.41% | $40,629,061.71 | 41,079,000 | Mar 31, 2026 | May 28, 2026 |
|
LBNDX
LORD ABBETT BOND DEBENTURE FUND INC
|
MF | Independent / Boutique | 0.17% | $37,891,138.38 | 38,430,000 | Mar 31, 2026 | May 29, 2026 |
|
-
The Bond Fund of America
|
ETF | Capital Group / American Funds | 0.24% | $26,587,561.45 | 26,882,000 | Mar 31, 2026 | May 28, 2026 |
|
JMUAX
Janus Henderson Multi-Sector Income Fund
|
MF | Independent / Boutique | 0.35% | $24,632,060.73 | 24,830,000 | Mar 31, 2026 | May 29, 2026 |
|
CFAAX
Bond Fund of America
|
MF | Independent / Boutique | 0.02% | $21,478,144.65 | 21,716,000 | Mar 31, 2026 | May 28, 2026 |
|
JMUAX
Janus Henderson Multi-Sector Income Fund
|
MF | Independent / Boutique | 0.31% | $21,415,271.85 | 21,830,000 | Mar 31, 2026 | May 29, 2026 |
|
CAAFX
Short-Term Bond Fund of America
|
MF | Independent / Boutique | 0.16% | $20,180,052.82 | 20,328,000 | Feb 28, 2026 | Apr 27, 2026 |
|
CBFAX
American Funds Global Balanced Fund
|
MF | Capital Group / American Funds | 0.06% | $18,442,083.35 | 18,578,000 | Apr 30, 2026 | Jun 26, 2026 |
|
ADFIX
Diversified Bond Fund
|
MF | American Century | 0.46% | $18,317,157.85 | 18,520,000 | Mar 31, 2026 | May 29, 2026 |
|
ANAGX
AB GLOBAL BOND FUND, INC.
|
MF | Independent / Boutique | 0.23% | $15,422,916.20 | 15,630,331 | Mar 31, 2026 | May 26, 2026 |
|
AMECX
Income Fund of America
|
MF | Independent / Boutique | 0.01% | $15,313,143.38 | 15,426,000 | Apr 30, 2026 | Jun 26, 2026 |
|
WCPBX
Core Plus Income Fund
|
MF | Independent / Boutique | 0.35% | $14,817,513.00 | 15,000,000 | Mar 31, 2026 | May 28, 2026 |
|
CBOAX
Intermediate Bond Fund of America
|
MF | Independent / Boutique | 0.05% | $14,245,560.70 | 14,350,000 | Feb 28, 2026 | Apr 27, 2026 |
|
LGRUX
Lord Abbett Investment Grade Floating Rate Fund
|
MF | Independent / Boutique | 0.33% | $13,401,236.70 | 13,500,000 | Apr 30, 2026 | Jun 29, 2026 |
|
FRIFX
Fidelity Real Estate Income Fund
|
MF | Fidelity | 0.32% | $13,019,904.29 | 13,145,000 | Apr 30, 2026 | Jun 26, 2026 |
|
-
FUNDRISE INCOME REAL ESTATE FUND, LLC
|
CEF | Independent / Boutique | 1.92% | $12,315,662.50 | 12,500,000 | Mar 31, 2026 | May 29, 2026 |
|
VCX
FUNDRISE INNOVATION FUND, LLC
|
CEF | Independent / Boutique | 1.81% | $12,315,662.50 | 12,500,000 | Mar 31, 2026 | Jun 1, 2026 |
|
FSMMX
FS Multi-Strategy Alternatives Fund
|
MF | Independent / Boutique | 0.69% | $10,303,152.12 | 10,490,000 | Mar 31, 2026 | Jun 1, 2026 |
|
-
Forum Real Estate Income Fund
|
CEF | Independent / Boutique | 2.33% | $10,295,893.85 | 10,450,000 | Mar 31, 2026 | May 22, 2026 |
|
CLBAX
American Balanced Fund
|
MF | Independent / Boutique | 0.00% | $9,684,724.54 | 9,804,000 | Mar 31, 2026 | May 28, 2026 |
|
CFAAX
Bond Fund of America
|
MF | Independent / Boutique | 0.01% | $9,684,724.54 | 9,804,000 | Mar 31, 2026 | May 28, 2026 |
|
-
Asset Allocation Fund
|
ETF | Capital Group / American Funds | 0.04% | $9,219,896.13 | 9,322,000 | Mar 31, 2026 | May 28, 2026 |
|
LTRHX
Lord Abbett Total Return Fund
|
MF | Independent / Boutique | 0.24% | $8,974,209.59 | 9,040,000 | Feb 28, 2026 | Apr 28, 2026 |
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