Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s First Industrial Realty Trust FR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FR Stock Details FR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.9M Buy
50,089
+5,997
+14% +$357K 0.01% 1043
2025
Q4 		$2.52M Buy
44,092
+1,441
+3% +$80.4K 0.01% 1057
2025
Q3 		$2.19M Sell
42,651
-11,019
-21% -$554K 0.01% 1051
2025
Q2 		$2.58M Buy
53,670
+48,370
+913% +$2.36M 0.01% 856
2025
Q1 		$286K Buy
5,300
+2,669
+101% +$144K ﹤0.01% 1698
2024
Q4 		$132K Buy
2,631
+839
+47% +$44.5K ﹤0.01% 2098
2024
Q3 		$100K Buy
1,792
+45
+3% +$2.42K ﹤0.01% 2193
2024
Q2 		$83K Buy
1,747
+8
+0.5% +$383 ﹤0.01% 2103
2024
Q1 		$91K Buy
1,739
+126
+8% +$6.66K ﹤0.01% 1931
2023
Q4 		$85K Buy
1,613
+390
+32% +$18.2K ﹤0.01% 1854
2023
Q3 		$58K Buy
1,223
+90
+8% +$4.64K ﹤0.01% 1971
2023
Q2 		$60K Buy
1,133
+77
+7% +$4.02K ﹤0.01% 1856
2023
Q1 		$56K Buy
1,056
+53
+5% +$2.76K ﹤0.01% 1796
2022
Q4 		$48K Buy
1,003
+598
+148% +$28.5K ﹤0.01% 1761
2022
Q3 		$18K Buy
405
+153
+61% +$7.74K ﹤0.01% 2286
2022
Q2 		$12K Buy
252
+73
+41% +$4K ﹤0.01% 2461
2022
Q1 		$11K Buy
179
+25
+16% +$1.5K ﹤0.01% 2412
2021
Q4 		$10K Buy
+154
New +$9.27K ﹤0.01% 2349
2021
Q2 		$7K Hold
143
– – ﹤0.01% 2242
2021
Q1 		$7K Hold
143
– – ﹤0.01% 2242
2020
Q4 		$7K Hold
143
– – ﹤0.01% 2242
2020
Q3 		$7K Hold
143
– – ﹤0.01% 2241
2020
Q2 		$7K Hold
143
– – ﹤0.01% 2241
2020
Q1 		$7K Hold
143
– – ﹤0.01% 2241
2019
Q4 		$7K Hold
143
– – ﹤0.01% 2241
2019
Q3 		$7K Hold
143
– – ﹤0.01% 2240
2019
Q2 		$7K Hold
143
– – ﹤0.01% 2240
2019
Q1 		$7K Buy
+143
New +$4.71K ﹤0.01% 2240

Other funds holding FR

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its First Industrial Realty Trust (FR) stake by 14% in Q1 2026, buying an estimated $357K and bringing the position to 50,089 shares worth $2.9M. The position accounts for 0.01% of the portfolio, ranked #1043.

Carson Wealth (CWM LLC) first reported a position in FR in Q1 2019 and has held it in 28 quarters since. 463 funds tracked by Wall St. Rank hold FR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 50,089 shares of First Industrial Realty Trust worth $2.9M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 5,997 First Industrial Realty Trust shares in Q1 2026, an estimated $357K.
  • First Industrial Realty Trust made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1043 holding.
  • Carson Wealth (CWM LLC) first reported a position in First Industrial Realty Trust in Q1 2019 and has held it in 28 quarters since.
  • 463 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q1 2026.

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