Position in RMR
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$87,544
-$1,826 QoQ
Shares Held
5,659
-5.7% QoQ
Ownership
0.018%
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 2%
Shared 0%
None 98%
Common Shares in RMR Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Mar 31, 2026CWM, LLC holds $9,967,959 across 27 Real Estate Services names. RMR ranks #11 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JLL |
Jones Lang Lasalle Inc
|
11,703 | $3,561,456 | |
| 2 | CSGP |
Costar Group, Inc.
|
49,740 | $2,006,511 | |
| 3 | CBRE |
Cbre Group, Inc.
|
14,207 | $1,924,480 | |
| 4 | COMP |
Compass, Inc.
|
88,677 | $648,228 | |
| 5 | IHS |
IHS Holding Ltd
|
74,615 | $614,081 | |
| 6 | CWK |
Cushman & Wakefield Ltd.
|
20,245 | $248,203 | |
| 7 | MMI |
Marcus & Millichap, Inc.
|
9,116 | $242,394 | |
| 8 | NMRK |
Newmark Group, Inc.
|
14,250 | $213,607 |
All Filings in RMR
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $87,544 | 5,659 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $89,370 | 5,998 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $108,474 | 6,896 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $106,634 | 6,522 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $34,365 | 2,064 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $40,846 | 1,979 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $63,703 | 2,510 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $62,556 | 2,768 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $65,568 | 2,732 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $75,571 | 2,677 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $65,566 | 2,674 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $60,983 | 2,632 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $50,590 | 1,928 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $3,135 | 111 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $710 | 30 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $850 | 30 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $2,705 | 87 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,976 | 57 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $2,202 | 57 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $2,326 | 57 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $2,201 | 57 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $1,565 | 57 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $1,679 | 57 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $1,537 | 57 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||