Position in SPG
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$4,152,530
-$10,593 QoQ
Shares Held
22,262
-1.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 2.025873686101878.ToString("F0")%
Shared 0.ToString("F0")%
None 97.97412631389813.ToString("F0")%
Common Shares in SPG 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. SPG ranks #4 (12.5% 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
|
132,521 | $8,107,634 | |
| 3 | FRT |
Federal Realty Investment Trust
|
68,387 | $7,263,383 | |
| 4 | SPG |
Simon Property Group Inc.
This page
|
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 SPG
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,152,530 | 22,262 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,163,123 | 22,490 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,965,842 | 21,132 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $2,051,779 | 12,763 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,736,034 | 10,453 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,671,298 | 9,705 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,585,745 | 9,382 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,378,344 | 9,080 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,167,258 | 7,459 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $986,212 | 6,914 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $692,688 | 6,412 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $554,765 | 4,804 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $448,999 | 4,010 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $472,857 | 4,025 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $386,553 | 4,307 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $251,632 | 2,651 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $281,143 | 2,137 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $238,856 | 1,495 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $301,017 | 2,307 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $262,467 | 2,307 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $196,740 | 2,307 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $149,216 | 2,307 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $157,752 | 2,307 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $126,562 | 2,307 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||