Carson Wealth (CWM LLC)
FPI

Carson Wealth (CWM LLC)’s Farmland Partners FPI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FPI Stock Details FPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$84.4K Buy
7,514
+6,228
+484% +$71.4K ﹤0.01% 3411
2025
Q4 		$12K Buy
1,286
+361
+39% +$3.62K ﹤0.01% 4449
2025
Q3 		$10K Buy
925
+147
+19% +$1.61K ﹤0.01% 4470
2025
Q2 		$9K Buy
778
+131
+20% +$1.4K ﹤0.01% 4352
2025
Q1 		$7K Buy
647
+449
+227% +$5.17K ﹤0.01% 4282
2024
Q4 		$2K Sell
198
-80
-29% -$939 ﹤0.01% 4536
2024
Q3 		$3K Buy
278
+211
+315% +$2.23K ﹤0.01% 4272
2024
Q2 		$1K Buy
+67
New +$737 ﹤0.01% 4383
2023
Q4 		– Sell
-228
Closed -$2K – 4262
2023
Q3 		$2K Sell
228
-89
-28% -$1.01K ﹤0.01% 3795
2023
Q2 		$4K Sell
317
-1
-0.3% -$11 ﹤0.01% 3520
2023
Q1 		$3K Buy
318
+102
+47% +$1.19K ﹤0.01% 3501
2022
Q4 		$3K Buy
216
+116
+116% +$1.53K ﹤0.01% 3408
2022
Q3 		$1K Sell
100
-50
-33% -$712 ﹤0.01% 3652
2022
Q2 		$2K Buy
+150
New +$2.18K ﹤0.01% 3330
2019
Q1 		– Sell
-129
Closed -$1K – 3061
2018
Q4 		$1K Buy
129
+113
+706% +$706 ﹤0.01% 1890
2018
Q3 		$0 Buy
+16
New +$110 ﹤0.01% 1898

Other funds holding FPI

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
AAG
Accordant Advisory Group Annapolis, Maryland $148M AUM 23.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $1.07B AUM 34.04% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Farmland Partners (FPI) stake by 484% in Q1 2026, buying an estimated $71.4K and bringing the position to 7,514 shares worth $84.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3411.

Carson Wealth (CWM LLC) first reported a position in FPI in Q3 2018 and has held it in 16 quarters since. 187 funds tracked by Wall St. Rank hold FPI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 7,514 shares of Farmland Partners worth $84.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 6,228 Farmland Partners shares in Q1 2026, an estimated $71.4K.
  • Farmland Partners made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3411 holding.
  • Carson Wealth (CWM LLC) first reported a position in Farmland Partners in Q3 2018 and has held it in 16 quarters since.
  • 187 funds tracked by Wall St. Rank held Farmland Partners as of Q1 2026.

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