Position in NXRT
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$121,950
+$19,340 QoQ
Shares Held
4,878
+43.1% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in NXRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026CWM, LLC holds $29,570,953 across 20 REIT - Residential names. NXRT ranks #15 (0.4% 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
|
13,507 | $789,960 | |
| 6 | IRT |
Independence Realty Trust, Inc.
|
40,945 | $609,671 | |
| 7 | SUI |
Sun Communities Inc
|
4,532 | $570,850 | |
| 8 | VMRK |
Vivmark Residential
|
9,211 | $544,830 |
All Filings in NXRT
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $121,950 | 4,878 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $102,610 | 3,409 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $117,538 | 3,648 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $39,684 | 1,191 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $40,320 | 1,020 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $49,265 | 1,180 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $31,907 | 725 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $23,864 | 604 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $18,798 | 584 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $18,144 | 527 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $15,446 | 480 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $2 | 52 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $3,973 | 91 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $4,787 | 110 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $8,733 | 189 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $3,313 | 53 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $6,321 | 70 | Shares | Sole | 2022-04-21 | |
| No filing history on record for this holder in this stock. | ||||||