Position in FR
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,897,648
+$372,500 QoQ
Shares Held
50,089
+13.6% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in FR Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Mar 31, 2026CWM, LLC holds $26,893,808 across 17 REIT - Industrial names. FR ranks #3 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
73,203 | $9,675,972 | |
| 2 | PSA |
Public Storage
|
16,511 | $4,472,499 | |
| 3 | FR |
First Industrial Realty Trust Inc
This page
|
50,089 | $2,897,648 | |
| 4 | CUBE |
CubeSmart
|
56,707 | $2,078,311 | |
| 5 | EXR |
Extra Space Storage Inc.
|
14,403 | $1,888,665 | |
| 6 | LINE |
Lineage, Inc.
|
55,363 | $1,813,691 | |
| 7 | REXR |
Rexford Industrial Realty, Inc.
|
32,158 | $1,052,531 | |
| 8 | SMA |
SmartStop Self Storage REIT, Inc.
|
28,222 | $854,562 |
All Filings in FR
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,897,648 | 50,089 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,525,148 | 44,092 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,195,246 | 42,651 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $2,583,137 | 53,670 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $285,988 | 5,300 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $131,892 | 2,631 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $100,316 | 1,792 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $82,999 | 1,747 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $91,367 | 1,739 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $84,956 | 1,613 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $58,202 | 1,223 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $59,641 | 1,133 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $56,179 | 1,056 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $48,404 | 1,003 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $18,148 | 405 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $11,964 | 252 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $11,081 | 179 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $10,194 | 154 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $7,468 | 143 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $6,547 | 143 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $6,024 | 143 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $5,691 | 143 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $5,496 | 143 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $4,751 | 143 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||