Carson Wealth (CWM LLC)
BRT

Carson Wealth (CWM LLC)’s BRT Apartments BRT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BRT Stock Details BRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19.7K Buy
1,480
+399
+37% +$5.79K ﹤0.01% 4427
2025
Q4 		$16K Buy
1,081
+446
+70% +$6.59K ﹤0.01% 4288
2025
Q3 		$10K Sell
635
-8
-1% -$125 ﹤0.01% 4460
2025
Q2 		$10K Buy
643
+40
+7% +$629 ﹤0.01% 4272
2025
Q1 		$10K Buy
603
+165
+38% +$2.91K ﹤0.01% 4092
2024
Q4 		$8K Sell
438
-38
-8% -$690 ﹤0.01% 3973
2024
Q3 		$8K Buy
476
+99
+26% +$1.8K ﹤0.01% 3876
2024
Q2 		$7K Buy
377
+74
+24% +$1.29K ﹤0.01% 3699
2024
Q1 		$5K Sell
303
-20
-6% -$336 ﹤0.01% 3634
2023
Q4 		$6K Buy
323
+48
+17% +$849 ﹤0.01% 3402
2023
Q3 		$5K Buy
275
+26
+10% +$491 ﹤0.01% 3427
2023
Q2 		$5K Buy
+249
New +$4.62K ﹤0.01% 3417
2022
Q3 		– Sell
-13
Closed – – 3918
2022
Q2 		$0 Sell
13
-23
-64% -$507 ﹤0.01% 3793
2022
Q1 		$1K Sell
36
-61
-63% -$1.37K ﹤0.01% 3302
2021
Q4 		$2K Buy
+97
New +$1.94K ﹤0.01% 3093

Other funds holding BRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SBCM
Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its BRT Apartments (BRT) stake by 37% in Q1 2026, buying an estimated $5.79K and bringing the position to 1,480 shares worth $19.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4427.

Carson Wealth (CWM LLC) first reported a position in BRT in Q4 2021 and has held it in 15 quarters since. 105 funds tracked by Wall St. Rank hold BRT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,480 shares of BRT Apartments worth $19.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 399 BRT Apartments shares in Q1 2026, an estimated $5.79K.
  • BRT Apartments made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4427 holding.
  • Carson Wealth (CWM LLC) first reported a position in BRT Apartments in Q4 2021 and has held it in 15 quarters since.
  • 105 funds tracked by Wall St. Rank held BRT Apartments as of Q1 2026.

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