As of the latest SEC filings, CROMWELL PROPERTY GROUP (CMW) is held by 21 institutional funds. The largest fund shareholder is Moerus Worldwide Value Fund (MOWNX), holding an estimated $9,173,601.52 in market value, representing 3.25% of its portfolio.
Funds holding CROMWELL PROPERTY GROUP (CMW)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- CMW
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
MOWNX
Moerus Worldwide Value Fund
|
MF | Independent / Boutique | 3.25% | $9,173,601.52 | 28,963,843 | Feb 28, 2026 | Apr 22, 2026 |
|
DFITX
DFA International Real Estate Securities Portfolio
|
MF | Dimensional Fund Advisors | 0.11% | $3,458,797.73 | 11,963,350 | Apr 30, 2026 | Jun 24, 2026 |
|
SCHC
Schwab International Small-Cap Equity ETF
|
ETF | Charles Schwab | 0.02% | $1,094,321.99 | 3,450,712 | Feb 28, 2026 | Apr 24, 2026 |
|
DLS
WisdomTree International SmallCap Dividend Fund
|
ETF | WisdomTree | 0.10% | $970,739.38 | 3,588,214 | Mar 31, 2026 | Jun 1, 2026 |
|
HAUZ
Xtrackers International Real Estate ETF
|
ETF | Independent / Boutique | 0.05% | $550,693.81 | 1,736,496 | Feb 27, 2026 | Apr 29, 2026 |
|
DDLS
WisdomTree Dynamic International SmallCap Equity Fund
|
ETF | WisdomTree | 0.10% | $453,546.32 | 1,676,476 | Mar 31, 2026 | Jun 1, 2026 |
|
SBHSX
SBH INTERNATIONAL SMALL CAP FUND
|
MF | Independent / Boutique | 0.40% | $320,739.53 | 1,169,340 | Mar 31, 2026 | May 29, 2026 |
|
DTH
WisdomTree International High Dividend Fund
|
ETF | WisdomTree | 0.04% | $277,025.95 | 1,023,991 | Mar 31, 2026 | Jun 1, 2026 |
|
GWX
State Street(R) SPDR(R) S&P(R) International Small Cap ETF
|
ETF | State Street (SPDR) | 0.03% | $226,044.61 | 835,545 | Mar 31, 2026 | May 28, 2026 |
|
VGSR
Vert Global Sustainable Real Estate ETF
|
ETF | Independent / Boutique | 0.05% | $221,796.75 | 819,845 | Mar 31, 2026 | May 29, 2026 |
|
AVRE
Avantis Real Estate ETF
|
ETF | American Century | 0.02% | $189,284.31 | 597,657 | Feb 28, 2026 | Apr 29, 2026 |
|
DDWM
WisdomTree Dynamic International Equity Fund
|
ETF | WisdomTree | 0.01% | $127,802.88 | 472,407 | Mar 31, 2026 | Jun 1, 2026 |
|
ERTH
Invesco MSCI Sustainable Future ETF
|
ETF | Invesco | 0.07% | $100,417.77 | 347,809 | Apr 30, 2026 | Jun 26, 2026 |
|
SSGVX
State Street Global All Cap Equity ex-U.S. Index Portfolio
|
MF | State Street (SPDR) | 0.00% | $85,664.44 | 314,615 | Mar 31, 2026 | May 28, 2026 |
|
DWM
WisdomTree International Equity Fund
|
ETF | WisdomTree | 0.01% | $82,074.80 | 303,379 | Mar 31, 2026 | Jun 1, 2026 |
|
BIRDX
iShares Developed Real Estate Index Fund
|
MF | BlackRock / iShares | 0.03% | $78,277.33 | 270,747 | Apr 30, 2026 | Jun 25, 2026 |
|
WMMRX
Wilmington Real Asset Fund
|
MF | Independent / Boutique | 0.02% | $76,019.22 | 262,936 | Apr 30, 2026 | Jun 26, 2026 |
|
PDN
Invesco RAFI Developed Markets ex-U.S. Small-Mid ETF
|
ETF | Invesco | 0.01% | $57,296.99 | 198,455 | Apr 30, 2026 | Jun 29, 2026 |
|
-
AB Global Dynamic Allocation Portfolio
|
ETF | Independent / Boutique | 0.00% | $18,735.86 | 68,356 | Mar 31, 2026 | May 28, 2026 |
|
RITA
ETFB Green SRI REITs ETF
|
ETF | Independent / Boutique | 0.20% | $17,424.15 | 60,589 | Apr 30, 2026 | Jun 26, 2026 |
|
CIEQX
SBH INTERNATIONAL EQUITY FUND
|
MF | Independent / Boutique | 0.12% | $16,058.09 | 58,544 | Mar 31, 2026 | May 29, 2026 |
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