Position in CBL
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$518,612
+$71,578 QoQ
Shares Held
13,495
+11.7% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 2.7565765098184514.ToString("F0")%
Shared 0.ToString("F0")%
None 97.24342349018154.ToString("F0")%
Common Shares in CBL Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026CWM, LLC holds $33,109,612 across 26 REIT - Retail names. CBL ranks #8 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NNN |
Nnn REIT, Inc.
|
194,402 | $8,170,716 | |
| 2 | O |
Realty Income Corp
|
132,521 | $8,107,634 | |
| 3 | FRT |
Federal Realty Investment Trust
|
68,387 | $7,263,383 | |
| 4 | SPG |
Simon Property Group Inc.
|
22,262 | $4,152,530 | |
| 5 | PECO |
Phillips Edison & Company, Inc.
|
26,631 | $996,532 | |
| 6 | REG |
Regency Centers Corp
|
8,860 | $670,347 | |
| 7 | GTY |
Getty Realty Corp /Md/
|
17,160 | $545,688 | |
| 8 | CBL |
Cbl & Associates Properties Inc
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|
13,495 | $518,612 |
All Filings in CBL
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $518,612 | 13,495 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $447,034 | 12,082 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $326,747 | 10,685 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $47,453 | 1,869 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $11,828 | 445 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $45,556 | 1,549 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $4,435 | 176 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $3,226 | 138 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $6,254 | 273 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $4,957 | 203 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $8,727 | 416 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $4,474 | 203 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $205 | 8 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $184 | 8 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $204 | 8 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $187 | 8 | Shares | Sole | 2022-07-28 | |
| No filing history on record for this holder in this stock. | ||||||