Carson Wealth (CWM LLC)
ACR

Carson Wealth (CWM LLC)’s ACRES Commercial Realty ACR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ACR Stock Details ACR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.76K Sell
91
-2
-2% -$38 ﹤0.01% 5309
2025
Q4 		$2K Buy
93
+13
+16% +$277 ﹤0.01% 5046
2025
Q3 		$2K Buy
+80
New +$1.58K ﹤0.01% 4965

Other funds holding ACR

EPCM
Eagle Point Credit Management Greenwich, Connecticut $66.2M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NC
Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MBAM
Mink Brook Asset Management West Palm Beach, Florida $179M AUM 37.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ACR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its ACRES Commercial Realty (ACR) stake by 2.2% in Q1 2026, selling an estimated $38 and leaving 91 shares worth $1.76K. The position accounts for ﹤0.01% of the portfolio, ranked #5309.

Carson Wealth (CWM LLC) first reported a position in ACR in Q3 2025 and has held it in 3 quarters since. The position peaked at $2K in Q4 2025. 65 funds tracked by Wall St. Rank hold ACR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 91 shares of ACRES Commercial Realty worth $1.76K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 2 ACRES Commercial Realty shares in Q1 2026, an estimated $38.
  • ACRES Commercial Realty made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5309 holding.
  • Carson Wealth (CWM LLC) first reported a position in ACRES Commercial Realty in Q3 2025 and has held it in 3 quarters since.
  • Carson Wealth (CWM LLC)'s ACRES Commercial Realty position peaked at $2K in Q4 2025.
  • 65 funds tracked by Wall St. Rank held ACRES Commercial Realty as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.