Carson Wealth (CWM LLC)
CLPR

Carson Wealth (CWM LLC)’s Clipper Realty CLPR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CLPR Stock Details CLPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.64K Buy
1,537
+203
+15% +$686 ﹤0.01% 5052
2025
Q4 		$5K Sell
1,334
-191
-13% -$714 ﹤0.01% 4801
2025
Q3 		$6K Sell
1,525
-114
-7% -$453 ﹤0.01% 4662
2025
Q2 		$6K Buy
1,639
+25
+2% +$96 ﹤0.01% 4525
2025
Q1 		$6K Buy
1,614
+96
+6% +$403 ﹤0.01% 4344
2024
Q4 		$7K Buy
1,518
+375
+33% +$2.11K ﹤0.01% 4033
2024
Q3 		$7K Buy
1,143
+879
+333% +$3.93K ﹤0.01% 3926
2024
Q2 		$1K Buy
264
+220
+500% +$879 ﹤0.01% 4340
2024
Q1 		$0 Hold
44
– – ﹤0.01% 4360
2023
Q4 		$0 Sell
44
-574
-93% -$2.88K ﹤0.01% 4174
2023
Q3 		$3K Buy
618
+177
+40% +$1.06K ﹤0.01% 3641
2023
Q2 		$3K Buy
441
+116
+36% +$632 ﹤0.01% 3611
2023
Q1 		$2K Buy
+325
New +$2.15K ﹤0.01% 3626

Other funds holding CLPR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AFS
Amtrust Financial Services New York $300M AUM 12.98% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Clipper Realty (CLPR) stake by 15% in Q1 2026, buying an estimated $686 and bringing the position to 1,537 shares worth $4.64K. The position accounts for ﹤0.01% of the portfolio, ranked #5052.

Carson Wealth (CWM LLC) first reported a position in CLPR in Q1 2023 and has held it in 13 quarters since. The position peaked at $7K in Q4 2024. 76 funds tracked by Wall St. Rank hold CLPR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,537 shares of Clipper Realty worth $4.64K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 203 Clipper Realty shares in Q1 2026, an estimated $686.
  • Clipper Realty made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5052 holding.
  • Carson Wealth (CWM LLC) first reported a position in Clipper Realty in Q1 2023 and has held it in 13 quarters since.
  • Carson Wealth (CWM LLC)'s Clipper Realty position peaked at $7K in Q4 2024.
  • 76 funds tracked by Wall St. Rank held Clipper Realty as of Q1 2026.

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