Position in NNN
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$8,170,716
-$76,762 QoQ
Shares Held
194,402
-6.6% QoQ
Ownership
0.102%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 1.7998786020719952.ToString("F0")%
Shared 0.ToString("F0")%
None 98.20012139792802.ToString("F0")%
Common Shares in NNN 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. NNN ranks #1 (24.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NNN |
Nnn REIT, Inc.
This page
|
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/
|
17,160 | $545,688 | |
| 8 | CBL |
Cbl & Associates Properties Inc
|
13,495 | $518,612 |
All Filings in NNN
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,170,716 | 194,402 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $8,247,478 | 208,112 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $5,391,958 | 126,661 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,440,614 | 33,363 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $438,911 | 10,291 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $277,575 | 6,795 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $329,101 | 6,787 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $302,161 | 7,093 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $270,544 | 6,330 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $283,123 | 6,569 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $155,213 | 4,392 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $98,673 | 2,306 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $51,876 | 1,175 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $49,969 | 1,092 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $52,216 | 1,310 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $4,558 | 106 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $3,774 | 84 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $672 | 14 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||