Position in WY
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,048,144
+$311,622 QoQ
Shares Held
42,904
+38.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in WY Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Mar 31, 2026CWM, LLC holds $37,341,722 across 16 REIT - Specialty names. WY ranks #7 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
11,693 | $11,461,946 | |
| 2 | AMT |
American Tower Corp /Ma/
|
33,623 | $5,802,657 | |
| 3 | IRM |
Iron Mountain Inc
|
53,578 | $5,472,456 | |
| 4 | GLPI |
Gaming & Leisure Properties, Inc.
|
110,968 | $4,923,650 | |
| 5 | LAMR |
Lamar Advertising Co/New
|
26,662 | $3,377,008 | |
| 6 | DLR |
Digital Realty Trust, Inc.
|
10,473 | $1,887,339 | |
| 7 | WY |
Weyerhaeuser Co
This page
|
42,904 | $1,048,144 | |
| 8 | EPR |
Epr Properties
|
15,358 | $767,285 |
All Filings in WY
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,048,144 | 42,904 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $736,522 | 31,090 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,050,005 | 42,356 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $704,779 | 27,434 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $461,247 | 15,753 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $497,072 | 17,658 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $581,884 | 17,185 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $477,434 | 16,817 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $581,167 | 16,184 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $514,735 | 14,804 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $438,805 | 14,312 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $441,527 | 13,176 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $268,639 | 8,916 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $294,190 | 9,490 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $204,204 | 7,150 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $127,578 | 3,852 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $207,199 | 5,467 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $163,525 | 3,971 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $98,269 | 2,855 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $101,638 | 2,855 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $95,728 | 2,855 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $81,424 | 2,855 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $64,123 | 2,855 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $48,392 | 2,855 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||