Carson Wealth (CWM LLC)
CSR

Carson Wealth (CWM LLC)’s Centerspace CSR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CSR Stock Details CSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$270K Sell
4,704
-638
-12% -$40.1K ﹤0.01% 2466
2025
Q4 		$356K Buy
5,342
+796
+18% +$50K ﹤0.01% 2145
2025
Q3 		$268K Buy
4,546
+2,278
+100% +$132K ﹤0.01% 2221
2025
Q2 		$137K Buy
2,268
+2,200
+3,235% +$135K ﹤0.01% 2456
2025
Q1 		$4K Sell
68
-1
-1% -$63 ﹤0.01% 4522
2024
Q4 		$5K Sell
69
-13
-16% -$914 ﹤0.01% 4180
2024
Q3 		$6K Buy
82
+33
+67% +$2.37K ﹤0.01% 3995
2024
Q2 		$3K Buy
49
+27
+123% +$1.78K ﹤0.01% 4053
2024
Q1 		$1K Sell
22
-25
-53% -$1.39K ﹤0.01% 4104
2023
Q4 		$3K Sell
47
-25
-35% -$1.36K ﹤0.01% 3677
2023
Q3 		$4K Hold
72
– – ﹤0.01% 3541
2023
Q2 		$4K Buy
72
+46
+177% +$2.7K ﹤0.01% 3508
2023
Q1 		$1K Buy
26
+23
+767% +$1.42K ﹤0.01% 3798
2022
Q4 		$0 Sell
3
-35
-92% -$2.26K ﹤0.01% 4002
2022
Q3 		$3K Buy
+38
New +$3.02K ﹤0.01% 3278

Other funds holding CSR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Centerspace (CSR) stake by 12% in Q1 2026, selling an estimated $40.1K and leaving 4,704 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #2466.

Carson Wealth (CWM LLC) first reported a position in CSR in Q3 2022 and has held it in 15 quarters since. The position peaked at $356K in Q4 2025. 226 funds tracked by Wall St. Rank hold CSR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,704 shares of Centerspace worth $270K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 638 Centerspace shares in Q1 2026, an estimated $40.1K.
  • Centerspace made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2466 holding.
  • Carson Wealth (CWM LLC) first reported a position in Centerspace in Q3 2022 and has held it in 15 quarters since.
  • Carson Wealth (CWM LLC)'s Centerspace position peaked at $356K in Q4 2025.
  • 226 funds tracked by Wall St. Rank held Centerspace as of Q1 2026.

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