Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Empire State Realty Trust ESRT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ESRT Stock Details ESRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$71.7K Buy
13,780
+7,231
+110% +$43.4K ﹤0.01% 3531
2025
Q4 		$43K Sell
6,549
-68
-1% -$485 ﹤0.01% 3707
2025
Q3 		$51K Sell
6,617
-1,504
-19% -$11.5K ﹤0.01% 3515
2025
Q2 		$66K Buy
8,121
+7,671
+1,705% +$58.7K ﹤0.01% 3056
2025
Q1 		$4K Buy
450
+108
+32% +$972 ﹤0.01% 4526
2024
Q4 		$4K Sell
342
-10,967
-97% -$119K ﹤0.01% 4297
2024
Q3 		$125K Buy
11,309
+171
+2% +$1.78K ﹤0.01% 2052
2024
Q2 		$104K Buy
11,138
+46
+0.4% +$429 ﹤0.01% 1953
2024
Q1 		$112K Buy
11,092
+3
+0% +$30 ﹤0.01% 1806
2023
Q4 		$107K Hold
11,089
– – ﹤0.01% 1715
2023
Q3 		$89K Hold
11,089
– – ﹤0.01% 1708
2023
Q2 		$83K Hold
11,089
– – ﹤0.01% 1664
2023
Q1 		$72K Sell
11,089
-29
-0.3% -$212 ﹤0.01% 1666
2022
Q4 		$75K Sell
11,118
-97
-0.9% -$683 ﹤0.01% 1511
2022
Q3 		$74K Hold
11,215
– – ﹤0.01% 1475
2022
Q2 		$79K Sell
11,215
-121
-1% -$983 ﹤0.01% 1412
2022
Q1 		$111K Sell
11,336
-34,164
-75% -$322K ﹤0.01% 1286
2021
Q4 		$405K Buy
+45,500
New +$449K ﹤0.01% 785
2021
Q2 		$546K Hold
45,500
– – ﹤0.01% 659
2021
Q1 		$546K Hold
45,500
– – ﹤0.01% 659
2020
Q4 		$546K Hold
45,500
– – ﹤0.01% 659
2020
Q3 		$546K Hold
45,500
– – ﹤0.01% 659
2020
Q2 		$546K Hold
45,500
– – ﹤0.01% 659
2020
Q1 		$546K Hold
45,500
– – ﹤0.01% 659
2019
Q4 		$546K Hold
45,500
– – ﹤0.01% 659
2019
Q3 		$546K Hold
45,500
– – ﹤0.01% 659
2019
Q2 		$546K Hold
45,500
– – ﹤0.01% 659
2019
Q1 		$546K Buy
+45,500
New +$699K ﹤0.01% 659
2018
Q1 		– Sell
-635
Closed -$13K – 1442
2017
Q4 		$13K Buy
635
+154
+32% +$3.15K ﹤0.01% 811
2017
Q3 		$10K Buy
+481
New +$9.85K ﹤0.01% 884

Other funds holding ESRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Empire State Realty Trust (ESRT) stake by 110% in Q1 2026, buying an estimated $43.4K and bringing the position to 13,780 shares worth $71.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3531.

Carson Wealth (CWM LLC) first reported a position in ESRT in Q3 2017 and has held it in 30 quarters since. The position peaked at $546K in Q2 2021. 222 funds tracked by Wall St. Rank hold ESRT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 13,780 shares of Empire State Realty Trust worth $71.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 7,231 Empire State Realty Trust shares in Q1 2026, an estimated $43.4K.
  • Empire State Realty Trust made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3531 holding.
  • Carson Wealth (CWM LLC) first reported a position in Empire State Realty Trust in Q3 2017 and has held it in 30 quarters since.
  • Carson Wealth (CWM LLC)'s Empire State Realty Trust position peaked at $546K in Q2 2021.
  • 222 funds tracked by Wall St. Rank held Empire State Realty Trust as of Q1 2026.

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