CWM, LLC

Position in ARE — Alexandria Real Estate Equities, Inc.

CIK 1535847 OMAHA, NE

Position in ARE

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$3,395,390

+$2,909,367 QoQ

Shares Held

73,145

+636.5% QoQ

Ownership

0.042%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 3.4301729441520266.ToString("F0")% Shared 0.ToString("F0")% None 96.56982705584797.ToString("F0")%

Real Estate · as of Mar 31, 2026

CWM, LLC holds $8,985,715 across 18 REIT - Office names. ARE ranks #1 (37.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ARE	Alexandria Real Estate Equities, Inc. This page	73,145	$3,395,390
2	PKST	Peakstone Realty Trust	54,436	$1,137,168
3	CDP	Copt Defense Properties	30,625	$937,125
4	VNO	Vornado Realty Trust	36,015	$936,029
5	DEA	Easterly Government Properties, Inc.	18,994	$407,041
6	DEI	Douglas Emmett Inc	38,754	$365,062
7	BDN	Brandywine Realty Trust	125,554	$340,251
8	BXP	BXP, Inc.	6,105	$316,849

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,395,390	73,145	+636.5%	Shares	Sole	2026-05-14
2025-12-31	$486,023	9,931	-87.7%	Shares	Sole	2026-01-26
2025-09-30	$6,708,786	80,499	+24.6%	Shares	Sole	2025-10-15
2025-06-30	$4,691,607	64,596	+87.2%	Shares	Sole	2025-07-25
2025-03-31	$3,192,612	34,511	+233.8%	Shares	Sole	2025-05-01
2024-12-31	$1,008,569	10,339	+97.9%	Shares	Sole	2025-02-04
2024-09-30	$620,468	5,225	+15.5%	Shares	Sole	2024-10-08
2024-06-30	$528,938	4,522	+5.7%	Shares	Sole	2024-07-10
2024-03-31	$551,734	4,280	+13.2%	Shares	Sole	2024-04-05
2023-12-31	$479,444	3,782	+138.3%	Shares	Sole	2024-02-01
2023-09-30	$158,858	1,587	+4.4%	Shares	Sole	2023-10-11
2023-06-30	$172,504	1,520	-24.2%	Shares	Sole	2023-08-03
2023-03-31	$251,933	2,006	-7.2%	Shares	Sole	2023-05-01
2022-12-31	$314,938	2,162	-23.7%	Shares	Sole	2023-02-01
2022-09-30	$397,018	2,832	+67.2%	Shares	Sole	2022-10-27
2022-06-30	$245,680	1,694	+135.6%	Shares	Sole	2022-07-28
2022-03-31	$144,698	719	-24.2%	Shares	Sole	2022-04-21
2021-12-31	$211,589	949	+38.7%	Shares	Sole	2022-01-31
2021-06-30	$124,446	684	0.0%	Shares	Sole	2021-09-15
2021-03-31	$112,381	684	0.0%	Shares	Sole	2021-09-15
2020-12-31	$121,902	684	0.0%	Shares	Sole	2021-09-15
2020-09-30	$109,440	684	0.0%	Shares	Sole	2021-09-15
2020-06-30	$110,979	684	0.0%	Shares	Sole	2021-09-15
2020-03-31	$93,749	684	—	Shares	Sole	2021-09-15
No filing history on record for this holder in this stock.