Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Federal Realty Investment Trust FRT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FRT Stock Details FRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.26M Buy
68,387
+11,181
+20% +$1.17M 0.02% 669
2025
Q4 		$5.77M Buy
57,206
+26,385
+86% +$2.6M 0.02% 720
2025
Q3 		$3.12M Buy
30,821
+24,853
+416% +$2.4M 0.01% 900
2025
Q2 		$567K Buy
5,968
+4,878
+448% +$461K ﹤0.01% 1538
2025
Q1 		$107K Sell
1,090
-176
-14% -$18.3K ﹤0.01% 2374
2024
Q4 		$142K Buy
1,266
+145
+13% +$16.4K ﹤0.01% 2058
2024
Q3 		$129K Buy
1,121
+110
+11% +$12.3K ﹤0.01% 2025
2024
Q2 		$102K Buy
1,011
+92
+10% +$9.29K ﹤0.01% 1961
2024
Q1 		$94K Sell
919
-176
-16% -$17.8K ﹤0.01% 1912
2023
Q4 		$113K Buy
1,095
+42
+4% +$3.96K ﹤0.01% 1681
2023
Q3 		$95K Buy
1,053
+137
+15% +$13.5K ﹤0.01% 1659
2023
Q2 		$89K Sell
916
-449
-33% -$42.2K ﹤0.01% 1628
2023
Q1 		$135K Buy
1,365
+525
+63% +$54.9K ﹤0.01% 1353
2022
Q4 		$85K Sell
840
-163
-16% -$16.5K ﹤0.01% 1450
2022
Q3 		$90K Buy
1,003
+44
+5% +$4.47K ﹤0.01% 1382
2022
Q2 		$92K Buy
959
+569
+146% +$63.9K ﹤0.01% 1350
2022
Q1 		$48K Buy
390
+21
+6% +$2.59K ﹤0.01% 1628
2021
Q4 		$50K Buy
+369
New +$46.8K ﹤0.01% 1565
2021
Q2 		$32K Hold
275
– – ﹤0.01% 1580
2021
Q1 		$32K Hold
275
– – ﹤0.01% 1580
2020
Q4 		$32K Hold
275
– – ﹤0.01% 1580
2020
Q3 		$32K Hold
275
– – ﹤0.01% 1580
2020
Q2 		$32K Hold
275
– – ﹤0.01% 1580
2020
Q1 		$32K Hold
275
– – ﹤0.01% 1580
2019
Q4 		$32K Hold
275
– – ﹤0.01% 1580
2019
Q3 		$32K Hold
275
– – ﹤0.01% 1580
2019
Q2 		$32K Hold
275
– – ﹤0.01% 1580
2019
Q1 		$32K Buy
+275
New +$36K ﹤0.01% 1579
2017
Q4 		– Sell
-23
Closed -$3K – 1498
2017
Q3 		$3K Buy
+23
New +$2.96K ﹤0.01% 1200

Other funds holding FRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Federal Realty Investment Trust (FRT) stake by 20% in Q1 2026, buying an estimated $1.17M and bringing the position to 68,387 shares worth $7.26M. The position accounts for 0.02% of the portfolio, ranked #669.

Carson Wealth (CWM LLC) first reported a position in FRT in Q3 2017 and has held it in 29 quarters since. 558 funds tracked by Wall St. Rank hold FRT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 68,387 shares of Federal Realty Investment Trust worth $7.26M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 11,181 Federal Realty Investment Trust shares in Q1 2026, an estimated $1.17M.
  • Federal Realty Investment Trust made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #669 holding.
  • Carson Wealth (CWM LLC) first reported a position in Federal Realty Investment Trust in Q3 2017 and has held it in 29 quarters since.
  • 558 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2026.

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