Carson Wealth (CWM LLC)
CIO

Carson Wealth (CWM LLC)’s City Office REIT CIO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CIO Stock Details CIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,053
Closed -$14K – 5699
2025
Q4 		$14K Buy
2,053
+110
+6% +$761 ﹤0.01% 4360
2025
Q3 		$14K Sell
1,943
-2,509
-56% -$16.6K ﹤0.01% 4298
2025
Q2 		$24K Buy
4,452
+960
+27% +$4.81K ﹤0.01% 3790
2025
Q1 		$18K Buy
3,492
+130
+4% +$667 ﹤0.01% 3741
2024
Q4 		$19K Buy
3,362
+2,150
+177% +$11.8K ﹤0.01% 3463
2024
Q3 		$7K Sell
1,212
-125
-9% -$707 ﹤0.01% 3925
2024
Q2 		$7K Buy
1,337
+92
+7% +$442 ﹤0.01% 3704
2024
Q1 		$6K Hold
1,245
– – ﹤0.01% 3561
2023
Q4 		$8K Sell
1,245
-9,758
-89% -$45.5K ﹤0.01% 3274
2023
Q3 		$47K Sell
11,003
-1,462
-12% -$7.51K ﹤0.01% 2099
2023
Q2 		$69K Buy
12,465
+12,265
+6,133% +$66.9K ﹤0.01% 1779
2023
Q1 		$1K Hold
200
– – ﹤0.01% 3787
2022
Q4 		$2K Hold
200
– – ﹤0.01% 3518
2022
Q3 		$2K Buy
+200
New +$2.47K ﹤0.01% 3428

Other funds holding CIO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

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

Carson Wealth (CWM LLC) sold out of City Office REIT (CIO) in Q1 2026, closing a stake of 2,053 shares — an estimated $14K sold.

Carson Wealth (CWM LLC) first reported a position in CIO in Q3 2022 and held it in 14 quarters. The position peaked at $69K in Q2 2023. 2 funds tracked by Wall St. Rank hold CIO as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining City Office REIT position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 2,053 City Office REIT shares in Q1 2026, an estimated $14K.
  • Carson Wealth (CWM LLC) first reported a position in City Office REIT in Q3 2022 and held it in 14 quarters.
  • Carson Wealth (CWM LLC)'s City Office REIT position peaked at $69K in Q2 2023.
  • 2 funds tracked by Wall St. Rank held City Office REIT as of Q1 2026.

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