Position in IRT
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$609,671
-$78,429 QoQ
Shares Held
40,945
+4.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 7.011845158138967.ToString("F0")%
Shared 0.ToString("F0")%
None 92.98815484186103.ToString("F0")%
Common Shares in IRT 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. IRT ranks #6 (2.0% 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.
This page
|
40,945 | $609,671 | |
| 7 | SUI |
Sun Communities Inc
|
4,532 | $570,850 | |
| 8 | EQR |
Equity Residential
|
9,211 | $544,830 |
All Filings in IRT
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $609,671 | 40,945 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $688,100 | 39,365 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $633,522 | 38,653 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $803,196 | 45,404 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $961,039 | 45,268 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $833,002 | 41,986 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $840,889 | 41,019 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $770,457 | 41,113 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $531,160 | 32,930 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $518,333 | 33,878 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $445,202 | 31,642 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $585,718 | 32,147 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $536,780 | 33,486 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $556,245 | 32,992 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $625,283 | 37,375 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $734,318 | 35,423 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $977,460 | 36,969 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $879,640 | 34,055 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||