Position in DLR
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,887,339
+$314,867 QoQ
Shares Held
10,473
+3.0% QoQ
Ownership
0.003%
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 5%
Shared 0%
None 95%
Common Shares in DLR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Mar 31, 2026CWM, LLC holds $37,341,722 across 16 REIT - Specialty names. DLR ranks #6 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
11,693 | $11,461,946 | |
| 2 | AMT |
American Tower Corp /Ma/
|
33,623 | $5,802,657 | |
| 3 | IRM |
Iron Mountain Inc
|
53,578 | $5,472,456 | |
| 4 | GLPI |
Gaming & Leisure Properties, Inc.
|
110,968 | $4,923,650 | |
| 5 | LAMR |
Lamar Advertising Co/New
|
26,662 | $3,377,008 | |
| 6 | DLR |
Digital Realty Trust, Inc.
This page
|
10,473 | $1,887,339 | |
| 7 | WY |
Weyerhaeuser Co
|
42,904 | $1,048,144 | |
| 8 | EPR |
Epr Properties
|
15,358 | $767,285 |
All Filings in DLR
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,887,339 | 10,473 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,572,472 | 10,164 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,979,476 | 11,450 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,880,323 | 10,786 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,611,439 | 11,246 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,028,123 | 11,437 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,782,557 | 11,015 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $27,925,959 | 183,663 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $27,899,971 | 193,696 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $28,084,558 | 208,683 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $28,432,801 | 234,943 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $29,734,645 | 261,128 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $27,075,458 | 275,409 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $26,449,020 | 263,778 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $22,687,028 | 228,746 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $27,792,318 | 214,067 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $28,310,653 | 199,652 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $474,895 | 2,685 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $113,446 | 754 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $106,193 | 754 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $105,190 | 754 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $110,657 | 754 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $107,150 | 754 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $104,738 | 754 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||