Position in O
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$8,107,634
+$302,306 QoQ
Shares Held
132,521
-4.3% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 1.4865568475939661.ToString("F0")%
Shared 0.ToString("F0")%
None 98.51344315240603.ToString("F0")%
Common Shares in O 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. O ranks #2 (24.5% 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
This page
|
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 O
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,107,634 | 132,521 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $7,805,328 | 138,466 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $9,158,621 | 150,660 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $8,690,756 | 150,855 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $7,987,106 | 137,685 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $4,064,607 | 76,102 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $4,752,885 | 74,943 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $4,018,123 | 76,072 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $4,005,293 | 74,035 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $4,022,271 | 70,050 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $3,247,248 | 65,023 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $3,896,454 | 65,169 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $4,150,626 | 65,550 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $4,085,272 | 64,406 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $3,905,569 | 67,106 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $4,648,096 | 68,094 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $4,627,507 | 66,775 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $4,782,927 | 66,810 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $1,162,064 | 17,969 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $1,105,650 | 17,969 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $1,082,492 | 17,969 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $1,057,768 | 17,969 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $1,036,002 | 17,969 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $868,154 | 17,969 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||