Position in GTY
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$545,688
+$172,471 QoQ
Shares Held
17,160
+25.8% QoQ
Ownership
0.028%
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 4.137529137529137.ToString("F0")%
Shared 0.ToString("F0")%
None 95.86247086247086.ToString("F0")%
Common Shares in GTY Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026CWM, LLC holds $33,109,612 across 26 REIT - Retail names. GTY ranks #7 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NNN |
Nnn REIT, Inc.
|
194,402 | $8,170,716 | |
| 2 | O |
Realty Income Corp
|
132,521 | $8,107,634 | |
| 3 | FRT |
Federal Realty Investment Trust
|
68,387 | $7,263,383 | |
| 4 | SPG |
Simon Property Group Inc.
|
22,262 | $4,152,530 | |
| 5 | PECO |
Phillips Edison & Company, Inc.
|
26,631 | $996,532 | |
| 6 | REG |
Regency Centers Corp
|
8,860 | $670,347 | |
| 7 | GTY |
Getty Realty Corp /Md/
This page
|
17,160 | $545,688 | |
| 8 | CBL |
Cbl & Associates Properties Inc
|
13,495 | $518,612 |
All Filings in GTY
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $545,688 | 17,160 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $373,217 | 13,636 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $290,461 | 10,826 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $151,605 | 5,485 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $123,098 | 3,948 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $122,990 | 4,082 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,019,892 | 32,062 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $884,845 | 33,190 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $975,930 | 35,683 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $1,079,006 | 36,927 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,112,416 | 40,116 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,448,578 | 42,832 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,638,284 | 45,470 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $1,577,748 | 46,610 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,247,615 | 46,397 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,266,594 | 47,796 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,398,859 | 48,877 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,787,380 | 55,699 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $69,402 | 2,228 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $63,096 | 2,228 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $61,359 | 2,228 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $57,950 | 2,228 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $66,127 | 2,228 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $52,892 | 2,228 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||