Position in CSR
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$270,244
-$86,174 QoQ
Shares Held
4,704
-11.9% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in CSR Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026CWM, LLC holds $29,570,953 across 20 REIT - Residential names. CSR ranks #12 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
147,122 | $17,966,538 | |
| 2 | INVH |
Invitation Homes Inc.
|
114,743 | $2,851,363 | |
| 3 | AMH |
American Homes 4 Rent
|
92,217 | $2,574,698 | |
| 4 | MRP |
Millrose Properties, Inc.
|
46,988 | $1,315,664 | |
| 5 | 13,507 | $789,960 | |||
| 6 | IRT |
Independence Realty Trust, Inc.
|
40,945 | $609,671 | |
| 7 | SUI |
Sun Communities Inc
|
4,532 | $570,850 | |
| 8 | VMRK |
Vivmark Residential
|
9,211 | $544,830 |
All Filings in CSR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $270,244 | 4,704 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $356,418 | 5,342 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $267,759 | 4,546 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $136,510 | 2,268 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $4 | 68 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $4,564 | 69 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $5,778 | 82 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $3 | 49 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1 | 22 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $2,735 | 47 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $4,338 | 72 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $4 | 72 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1 | 26 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $176 | 3 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $2,558 | 38 | Shares | Sole | 2022-10-27 | |
| No filing history on record for this holder in this stock. | ||||||