Position in STRW
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$3,082
-$140 QoQ
Shares Held
259
+5.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in STRW Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026CWM, LLC holds $34,826,550 across 17 REIT - Healthcare Facilities names. STRW ranks #16 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
55,856 | $11,043,289 | |
| 2 | VTR |
Ventas, Inc.
|
119,930 | $9,807,875 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
72,330 | $3,411,082 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
62,883 | $2,755,533 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
127,657 | $2,168,892 | |
| 6 | MPT |
Medical Properties Trust Inc
|
332,963 | $1,541,618 | |
| 7 | NHI |
National Health Investors Inc
|
11,496 | $929,566 | |
| 8 | DOC |
Healthpeak Properties, Inc.
|
44,410 | $729,656 |
All Filings in STRW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,082 | 259 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,222 | 246 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3 | 218 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $959 | 91 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $26,237 | 2,203 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $63 | 6 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $253 | 20 | Shares | Sole | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||