Carson Wealth (CWM LLC)’s Alexandria Real Estate Equities ARE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.4M | Buy |
73,145
+63,214
| +637% | +$3.33M | 0.01% | 972 |
|
|
2025
Q4 | $486K | Sell |
9,931
-70,568
| -88% | -$4.15M | ﹤0.01% | 1939 |
|
|
2025
Q3 | $6.71M | Buy |
80,499
+15,903
| +25% | +$1.27M | 0.02% | 606 |
|
|
2025
Q2 | $4.69M | Buy |
64,596
+30,085
| +87% | +$2.23M | 0.02% | 606 |
|
|
2025
Q1 | $3.19M | Buy |
34,511
+24,172
| +234% | +$2.37M | 0.01% | 657 |
|
|
2024
Q4 | $1.01M | Buy |
10,339
+5,114
| +98% | +$561K | ﹤0.01% | 1078 |
|
|
2024
Q3 | $620K | Buy |
5,225
+703
| +16% | +$83.8K | ﹤0.01% | 1238 |
|
|
2024
Q2 | $529K | Buy |
4,522
+242
| +6% | +$28.8K | ﹤0.01% | 1172 |
|
|
2024
Q1 | $552K | Buy |
4,280
+498
| +13% | +$61.4K | ﹤0.01% | 1094 |
|
|
2023
Q4 | $479K | Buy |
3,782
+2,195
| +138% | +$236K | ﹤0.01% | 1078 |
|
|
2023
Q3 | $159K | Buy |
1,587
+67
| +4% | +$7.78K | ﹤0.01% | 1401 |
|
|
2023
Q2 | $173K | Sell |
1,520
-486
| -24% | -$57.9K | ﹤0.01% | 1311 |
|
|
2023
Q1 | $252K | Sell |
2,006
-156
| -7% | -$22.9K | ﹤0.01% | 1110 |
|
|
2022
Q4 | $315K | Sell |
2,162
-670
| -24% | -$96.9K | ﹤0.01% | 938 |
|
|
2022
Q3 | $397K | Buy |
2,832
+1,138
| +67% | +$175K | ﹤0.01% | 816 |
|
|
2022
Q2 | $246K | Buy |
1,694
+975
| +136% | +$165K | ﹤0.01% | 964 |
|
|
2022
Q1 | $145K | Sell |
719
-230
| -24% | -$44.9K | ﹤0.01% | 1176 |
|
|
2021
Q4 | $212K | Buy |
+949
| New | +$196K | ﹤0.01% | 1002 |
|
|
2021
Q2 | $124K | Hold |
684
| – | – | ﹤0.01% | 1056 |
|
|
2021
Q1 | $124K | Hold |
684
| – | – | ﹤0.01% | 1056 |
|
|
2020
Q4 | $124K | Hold |
684
| – | – | ﹤0.01% | 1056 |
|
|
2020
Q3 | $124K | Hold |
684
| – | – | ﹤0.01% | 1056 |
|
|
2020
Q2 | $124K | Hold |
684
| – | – | ﹤0.01% | 1056 |
|
|
2020
Q1 | $124K | Hold |
684
| – | – | ﹤0.01% | 1056 |
|
|
2019
Q4 | $124K | Hold |
684
| – | – | ﹤0.01% | 1056 |
|
|
2019
Q3 | $124K | Hold |
684
| – | – | ﹤0.01% | 1056 |
|
|
2019
Q2 | $124K | Hold |
684
| – | – | ﹤0.01% | 1056 |
|
|
2019
Q1 | $124K | Buy |
684
+567
| +485% | +$74.7K | ﹤0.01% | 1056 |
|
|
2018
Q4 | $13K | Hold |
117
| – | – | ﹤0.01% | 1243 |
|
|
2018
Q3 | $15K | Hold |
117
| – | – | ﹤0.01% | 1031 |
|
|
2018
Q2 | $15K | Hold |
117
| – | – | ﹤0.01% | 893 |
|
|
2018
Q1 | $15K | Sell |
117
-7
| -6% | -$869 | ﹤0.01% | 762 |
|
|
2017
Q4 | $16K | Sell |
124
-41
| -25% | -$5.16K | ﹤0.01% | 746 |
|
|
2017
Q3 | $20K | Buy |
+165
| New | +$19.8K | ﹤0.01% | 703 |
|
Other funds holding ARE
AAMU
Carson Wealth (CWM LLC)'s ARE Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Alexandria Real Estate Equities (ARE) stake by 637% in Q1 2026, buying an estimated $3.33M and bringing the position to 73,145 shares worth $3.4M. The position accounts for 0.01% of the portfolio, ranked #972.
Carson Wealth (CWM LLC) first reported a position in ARE in Q3 2017 and has held it in 34 quarters since. The position peaked at $6.71M in Q3 2025. 569 funds tracked by Wall St. Rank hold ARE as of Q1 2026.
- Carson Wealth (CWM LLC) held 73,145 shares of Alexandria Real Estate Equities worth $3.4M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 63,214 Alexandria Real Estate Equities shares in Q1 2026, an estimated $3.33M.
- Alexandria Real Estate Equities made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #972 holding.
- Carson Wealth (CWM LLC) first reported a position in Alexandria Real Estate Equities in Q3 2017 and has held it in 34 quarters since.
- Carson Wealth (CWM LLC)'s Alexandria Real Estate Equities position peaked at $6.71M in Q3 2025.
- 569 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.