Position in CDP
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$937,125
-$35,152 QoQ
Shares Held
30,625
-12.4% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 1.7273469387755103.ToString("F0")%
Shared 0.ToString("F0")%
None 98.27265306122449.ToString("F0")%
Common Shares in CDP Over Time
Shares Held
Position Value (USD)
Position in REIT - Office
Real Estate · as of Mar 31, 2026CWM, LLC holds $8,985,715 across 18 REIT - Office names. CDP ranks #3 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARE |
Alexandria Real Estate Equities, Inc.
|
73,145 | $3,395,390 | |
| 2 | PKST |
Peakstone Realty Trust
|
54,436 | $1,137,168 | |
| 3 | CDP |
Copt Defense Properties
This page
|
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 |
All Filings in CDP
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $937,125 | 30,625 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $972,277 | 34,974 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,038,604 | 35,740 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $828,530 | 30,041 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $771,686 | 28,298 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,045,460 | 33,779 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,064,522 | 35,098 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $866,613 | 34,623 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $925,227 | 38,280 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $1,040,116 | 40,582 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,062,269 | 44,577 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,124,206 | 47,335 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,166,247 | 49,188 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $1,254,354 | 48,356 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,089,742 | 46,911 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $8,433 | 322 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $5,451 | 191 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $3,188 | 114 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $2,743 | 98 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $2,580 | 98 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $2,555 | 98 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $2,324 | 98 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $2,483 | 98 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $2,168 | 98 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||