Carson Wealth (CWM LLC)
FCPT icon

Carson Wealth (CWM LLC)’s Four Corners Property Trust FCPT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FCPT Stock Details FCPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$344K Buy
14,562
+1,759
+14% +$43.6K ﹤0.01% 2292
2025
Q4 		$295K Buy
12,803
+3,080
+32% +$73.4K ﹤0.01% 2271
2025
Q3 		$237K Buy
9,723
+4,195
+76% +$108K ﹤0.01% 2316
2025
Q2 		$149K Buy
5,528
+2,553
+86% +$70.3K ﹤0.01% 2413
2025
Q1 		$85K Buy
2,975
+389
+15% +$10.9K ﹤0.01% 2558
2024
Q4 		$70K Buy
2,586
+667
+35% +$19K ﹤0.01% 2531
2024
Q3 		$56K Buy
1,919
+262
+16% +$7.24K ﹤0.01% 2603
2024
Q2 		$41K Buy
1,657
+102
+7% +$2.46K ﹤0.01% 2604
2024
Q1 		$38K Buy
1,555
+183
+13% +$4.41K ﹤0.01% 2473
2023
Q4 		$35K Buy
1,372
+888
+183% +$20.4K ﹤0.01% 2390
2023
Q3 		$11K Sell
484
-733
-60% -$18.4K ﹤0.01% 3077
2023
Q2 		$31K Buy
1,217
+63
+5% +$1.63K ﹤0.01% 2338
2023
Q1 		$31K Buy
1,154
+21
+2% +$579 ﹤0.01% 2203
2022
Q4 		$29K Buy
1,133
+520
+85% +$13.4K ﹤0.01% 2104
2022
Q3 		$15K Sell
613
-14
-2% -$384 ﹤0.01% 2418
2022
Q2 		$17K Hold
627
– – ﹤0.01% 2216
2022
Q1 		$17K Buy
627
+331
+112% +$8.9K ﹤0.01% 2170
2021
Q4 		$9K Buy
+296
New +$8.41K ﹤0.01% 2404
2021
Q2 		$2K Hold
74
– – ﹤0.01% 2645
2021
Q1 		$2K Hold
74
– – ﹤0.01% 2645
2020
Q4 		$2K Hold
74
– – ﹤0.01% 2644
2020
Q3 		$2K Hold
74
– – ﹤0.01% 2643
2020
Q2 		$2K Hold
74
– – ﹤0.01% 2642
2020
Q1 		$2K Hold
74
– – ﹤0.01% 2642
2019
Q4 		$2K Hold
74
– – ﹤0.01% 2642
2019
Q3 		$2K Hold
74
– – ﹤0.01% 2642
2019
Q2 		$2K Hold
74
– – ﹤0.01% 2642
2019
Q1 		$2K Sell
74
-13
-15% -$360 ﹤0.01% 2641
2018
Q4 		$2K Buy
+87
New +$2.3K ﹤0.01% 1748
2016
Q2 		– Sell
-4,050
Closed -$73K – 813
2016
Q1 		$73K Sell
4,050
-20,995
-84% -$352K 0.01% 307
2015
Q4 		$442K Buy
+25,045
New +$391K 0.04% 183

Other funds holding FCPT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
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
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Four Corners Property Trust (FCPT) stake by 14% in Q1 2026, buying an estimated $43.6K and bringing the position to 14,562 shares worth $344K. The position accounts for ﹤0.01% of the portfolio, ranked #2292.

Carson Wealth (CWM LLC) first reported a position in FCPT in Q4 2015 and has held it in 31 quarters since. The position peaked at $442K in Q4 2015. 343 funds tracked by Wall St. Rank hold FCPT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 14,562 shares of Four Corners Property Trust worth $344K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,759 Four Corners Property Trust shares in Q1 2026, an estimated $43.6K.
  • Four Corners Property Trust made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2292 holding.
  • Carson Wealth (CWM LLC) first reported a position in Four Corners Property Trust in Q4 2015 and has held it in 31 quarters since.
  • Carson Wealth (CWM LLC)'s Four Corners Property Trust position peaked at $442K in Q4 2015.
  • 343 funds tracked by Wall St. Rank held Four Corners Property Trust as of Q1 2026.

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