CITIGROUP INC CWH — COMMONWEALTH REIT COM SH BEN

Ownership history in CITIGROUP INC  ·  78 quarters on record

AI Ownership Summary

CITIGROUP INC reported COMMONWEALTH REIT COM SH BEN (CWH) in 78 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.01% in 2024 Q3. The latest visible filing shows CWH at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CWH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CITIGROUP INC's position in COMMONWEALTH REIT COM SH BEN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

CWH was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CWH stock page CITIGROUP INC fund profile CITIGROUP INC full holdings
How CITIGROUP INC held CWH — position size vs. price
% of Fund (quarterly)    CWH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 801,756 +93,333 +13.2% 0.00% $4.0M 2026-11-04 $5.42
2026 Q2 REDUCED — — — 708,423 -8,751 -1.2% 0.00% $5.4M 2026-08-03 $6.72
2026 Q1 ADDED — — — 717,174 +711,706 +13015.8% 0.00% $4.9M 2026-05-15 (Est.) $6.63
2025 Q4 REDUCED 32.3% -29.8% ✅ 5,468 -2,605 -32.3% 0.00% $53K 2026-02-13 $11.48
2025 Q3 REDUCED 75.4% -37.2% ✅ 8,073 -24,732 -75.4% 0.00% $127K 2025-11-10 $11.50
2025 Q2 REDUCED 34.7% -3.6% ✅ 32,805 -17,430 -34.7% 0.00% $564K 2025-08-11 $15.09
2025 Q1 REDUCED 32.4% +7.1% ❌ 50,235 -24,071 -32.4% 0.00% $812K 2025-05-12 $16.04
2024 Q4 REDUCED 79.4% -22.7% ✅ 74,306 -285,952 -79.4% 0.00% $1.6M 2025-02-12 $22.61
2024 Q3 ADDED — — — 360,258 +66,355 +22.6% 0.01% $8.7M 2024-11-12 $22.30
2024 Q2 ADDED — — — 293,903 +165,920 +129.6% 0.00% $5.2M 2024-08-12 $18.11
68 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CWH

As of 2026 Q3 — sorted by position size

Olympiad Research LP 3Y 0.15% Carnegie Lake Advisors LLC 0.08% BURNEY CO/ 3Y 7Y 0.04% Brickley Wealth Management 3Y 7Y 0.01% CWA Asset Management Group, LLC 3Y 7Y 0.01% KBC Group NV 3Y 7Y 0.0% Leonteq Securities AG 0.0% AXXCESS WEALTH MANAGEMENT, LLC 3Y 0.0% BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. 0.0% Essential Partners LLC 0.0%

FAQ About CITIGROUP INC and CWH

These are the practical questions this page is built to answer before you even open the full history table.

How long has CITIGROUP INC reported owning CWH?

CITIGROUP INC reported CWH across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported CWH position in CITIGROUP INC's portfolio?

The largest reported portfolio weight for CWH was 0.01% in 2024 Q3.

What is the latest reported CWH position on this page?

The most recent filing on this page is 2026 Q3, when CITIGROUP INC reported 801,756 shares, equal to 0.00% of portfolio, with an estimated market value of $4.0M.

What does the chart on this CWH ownership page compare?

The chart compares CITIGROUP INC's quarterly CWH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CITIGROUP INC time their CWH position?

Based on 13F filing dates vs. subsequent CWH price moves, CITIGROUP INC correctly timed 25 out of 62 reported position changes (40%). The annualised alpha on CWH relative to SPY over the holding period was -24.5%.

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