Position in ARI
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$203,808
+$32,201 QoQ
Shares Held
19,300
+8.9% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in ARI Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Mar 31, 2026CWM, LLC holds $7,944,100 across 36 REIT - Mortgage names. ARI ranks #11 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFA |
Mfa Financial, Inc.
|
156,855 | $1,502,670 | |
| 2 | NLY |
Annaly Capital Management Inc
|
68,933 | $1,457,932 | |
| 3 | AGNC |
AGNC Investment Corp.
|
112,630 | $1,129,678 | |
| 4 | ARR |
Armour Residential REIT, Inc.
|
30,460 | $508,072 | |
| 5 | STWD |
Starwood Property Trust, Inc.
|
22,963 | $395,422 | |
| 6 | TRTX |
TPG RE Finance Trust, Inc.
|
50,125 | $391,476 | |
| 7 | BXMT |
Blackstone Mortgage Trust, Inc.
|
15,522 | $297,246 | |
| 8 | RITM |
Rithm Capital Corp.
|
28,077 | $266,169 |
All Filings in ARI
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $203,808 | 19,300 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $171,607 | 17,728 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $181,549 | 17,922 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $62,135 | 6,419 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $36,921 | 3,858 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $23,996 | 2,771 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $7,986 | 869 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $8,869 | 906 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $37,608 | 3,376 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $10,213 | 870 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $10,302 | 1,017 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $13,640 | 1,205 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $18,405 | 1,977 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $18,431 | 1,713 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $14,027 | 1,690 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $25,839 | 2,475 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $17,161 | 1,232 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $11,541 | 877 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $1,499 | 94 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $1,313 | 94 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $1,049 | 94 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $846 | 94 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $922 | 94 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $697 | 94 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||