Position in EQR
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$544,830
-$319,511 QoQ
Shares Held
9,211
-32.8% QoQ
Ownership
0.002%
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 5.753989794810552.ToString("F0")%
Shared 0.ToString("F0")%
None 94.24601020518945.ToString("F0")%
Common Shares in EQR Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026CWM, LLC holds $29,972,280 across 20 REIT - Residential names. EQR ranks #8 (1.8% 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 | AVB |
Avalonbay Communities Inc
|
4,836 | $789,960 | |
| 6 | IRT |
Independence Realty Trust, Inc.
|
40,945 | $609,671 | |
| 7 | SUI |
Sun Communities Inc
|
4,532 | $570,850 | |
| 8 | EQR |
Equity Residential
This page
|
9,211 | $544,830 |
All Filings in EQR
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $544,830 | 9,211 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $864,341 | 13,711 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,207,926 | 18,661 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $384,085 | 5,691 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $257,759 | 3,601 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $224,680 | 3,131 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $204,988 | 2,753 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $186,940 | 2,696 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $167,872 | 2,660 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $155,713 | 2,546 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $209,359 | 3,566 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $205,430 | 3,114 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $176,400 | 2,940 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $105,197 | 1,783 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $169,192 | 2,517 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $86,302 | 1,195 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $154,122 | 1,714 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $56,834 | 628 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $2,618 | 34 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $2,435 | 34 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $2,015 | 34 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $1,745 | 34 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $1,999 | 34 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $2,098 | 34 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||