Carson Wealth (CWM LLC)
CTO

Carson Wealth (CWM LLC)’s CTO Realty Growth CTO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CTO Stock Details CTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$202K Buy
10,942
+309
+3% +$5.76K ﹤0.01% 2735
2025
Q4 		$196K Buy
10,633
+4,529
+74% +$77.5K ﹤0.01% 2589
2025
Q3 		$99K Buy
6,104
+411
+7% +$6.94K ﹤0.01% 2993
2025
Q2 		$98K Sell
5,693
-1,725
-23% -$31.2K ﹤0.01% 2744
2025
Q1 		$143K Sell
7,418
-691
-9% -$13.4K ﹤0.01% 2135
2024
Q4 		$160K Buy
8,109
+612
+8% +$12K ﹤0.01% 1974
2024
Q3 		$143K Buy
7,497
+2,970
+66% +$56.5K ﹤0.01% 1955
2024
Q2 		$79K Buy
4,527
+673
+17% +$11.6K ﹤0.01% 2140
2024
Q1 		$65K Buy
3,854
+388
+11% +$6.53K ﹤0.01% 2131
2023
Q4 		$60K Sell
3,466
-154
-4% -$2.56K ﹤0.01% 2059
2023
Q3 		$59K Buy
3,620
+3,165
+696% +$54.4K ﹤0.01% 1962
2023
Q2 		$8K Buy
455
+29
+7% +$479 ﹤0.01% 3188
2023
Q1 		$7K Hold
426
– – ﹤0.01% 3128
2022
Q4 		$8K Sell
426
-11
-3% -$211 ﹤0.01% 2914
2022
Q3 		$8K Buy
437
+11
+3% +$230 ﹤0.01% 2804
2022
Q2 		$9K Hold
426
– – ﹤0.01% 2624
2022
Q1 		$9K Hold
426
– – ﹤0.01% 2527
2021
Q4 		$9K Buy
+426
New +$7.89K ﹤0.01% 2396

Other funds holding CTO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.56B AUM 21.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $385M AUM 19.11% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its CTO Realty Growth (CTO) stake by 2.9% in Q1 2026, buying an estimated $5.76K and bringing the position to 10,942 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #2735.

Carson Wealth (CWM LLC) first reported a position in CTO in Q4 2021 and has held it in 18 quarters since. 198 funds tracked by Wall St. Rank hold CTO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 10,942 shares of CTO Realty Growth worth $202K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 309 CTO Realty Growth shares in Q1 2026, an estimated $5.76K.
  • CTO Realty Growth made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2735 holding.
  • Carson Wealth (CWM LLC) first reported a position in CTO Realty Growth in Q4 2021 and has held it in 18 quarters since.
  • 198 funds tracked by Wall St. Rank held CTO Realty Growth as of Q1 2026.

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