Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s American Realty Investors ARL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ARL Stock Details ARL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$927 Sell
60
-3
-5% -$50 ﹤0.01% 5409
2025
Q4 		$1K Hold
63
– – ﹤0.01% 5166
2025
Q3 		$1K Sell
63
-1
-2% -$15 ﹤0.01% 5074
2025
Q2 		$1K Sell
64
-6
-9% -$78 ﹤0.01% 4964
2025
Q1 		$1K Buy
70
+1
+1% +$14 ﹤0.01% 4861
2024
Q4 		$1K Buy
69
+13
+23% +$199 ﹤0.01% 4653
2024
Q3 		$1K Buy
56
+33
+143% +$563 ﹤0.01% 4506
2024
Q2 		$0 Buy
+23
New +$328 ﹤0.01% 4572

Other funds holding ARL

WAAG
Wealth Alliance Advisory Group Wichita, Kansas $632M AUM 18.54% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $246M AUM 23.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its American Realty Investors (ARL) stake by 4.8% in Q1 2026, selling an estimated $50 and leaving 60 shares worth $927. The position accounts for ﹤0.01% of the portfolio, ranked #5409.

Carson Wealth (CWM LLC) first reported a position in ARL in Q2 2024 and has held it in 8 quarters since. The position peaked at $1K in Q4 2025. 42 funds tracked by Wall St. Rank hold ARL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 60 shares of American Realty Investors worth $927 as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 3 American Realty Investors shares in Q1 2026, an estimated $50.
  • American Realty Investors made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5409 holding.
  • Carson Wealth (CWM LLC) first reported a position in American Realty Investors in Q2 2024 and has held it in 8 quarters since.
  • Carson Wealth (CWM LLC)'s American Realty Investors position peaked at $1K in Q4 2025.
  • 42 funds tracked by Wall St. Rank held American Realty Investors as of Q1 2026.

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