Carson Wealth (CWM LLC)
AHR icon

Carson Wealth (CWM LLC)’s American Healthcare REIT AHR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AHR Stock Details AHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.41M Sell
72,330
-274
-0.4% -$13.6K 0.01% 968
2025
Q4 		$3.42M Sell
72,604
-4,096
-5% -$190K 0.01% 932
2025
Q3 		$3.22M Sell
76,700
-103,662
-57% -$4.17M 0.01% 892
2025
Q2 		$6.63M Sell
180,362
-1,163
-0.6% -$38.6K 0.02% 512
2025
Q1 		$5.5M Sell
181,525
-31,668
-15% -$913K 0.02% 503
2024
Q4 		$6.06M Buy
213,193
+42,593
+25% +$1.15M 0.03% 435
2024
Q3 		$4.45M Buy
170,600
+166,600
+4,165% +$3.25M 0.02% 467
2024
Q2 		$58K Buy
+4,000
New +$56.5K ﹤0.01% 2379

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
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VCM
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return