Carson Wealth (CWM LLC)
FSP

Carson Wealth (CWM LLC)’s Franklin Street Properties FSP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FSP Stock Details FSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.96K Buy
14,993
+12,030
+406% +$9.31K ﹤0.01% 4778
2025
Q4 		$3K Sell
2,963
-2,804
-49% -$3.26K ﹤0.01% 4970
2025
Q3 		$9K Buy
5,767
+4,343
+305% +$7.19K ﹤0.01% 4521
2025
Q2 		$2K Sell
1,424
-5,455
-79% -$9.09K ﹤0.01% 4878
2025
Q1 		$12K Buy
6,879
+160
+2% +$295 ﹤0.01% 4001
2024
Q4 		$12K Buy
6,719
+6,373
+1,842% +$11.6K ﹤0.01% 3753
2024
Q3 		$1K Buy
+346
New +$575 ﹤0.01% 4584
2023
Q4 		– Sell
-186
Closed – – 4264
2023
Q3 		$0 Sell
186
-372
-67% -$660 ﹤0.01% 4292
2023
Q2 		$1K Sell
558
-570
-51% -$789 ﹤0.01% 3957
2023
Q1 		$2K Buy
1,128
+173
+18% +$434 ﹤0.01% 3646
2022
Q4 		$3K Sell
955
-1,415
-60% -$3.92K ﹤0.01% 3409
2022
Q3 		$6K Buy
2,370
+914
+63% +$3.01K ﹤0.01% 2965
2022
Q2 		$6K Sell
1,456
-240
-14% -$1.15K ﹤0.01% 2879
2022
Q1 		$10K Hold
1,696
– – ﹤0.01% 2470
2021
Q4 		$10K Buy
+1,696
New +$9.48K ﹤0.01% 2350

Other funds holding FSP

PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
CC
Converium Capital Montreal $783M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GPCM
Guardsman Private Capital Management Sarasota, Florida $143M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Franklin Street Properties (FSP) stake by 406% in Q1 2026, buying an estimated $9.31K and bringing the position to 14,993 shares worth $9.96K. The position accounts for ﹤0.01% of the portfolio, ranked #4778.

Carson Wealth (CWM LLC) first reported a position in FSP in Q4 2021 and has held it in 15 quarters since. The position peaked at $12K in Q1 2025. 117 funds tracked by Wall St. Rank hold FSP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 14,993 shares of Franklin Street Properties worth $9.96K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 12,030 Franklin Street Properties shares in Q1 2026, an estimated $9.31K.
  • Franklin Street Properties made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4778 holding.
  • Carson Wealth (CWM LLC) first reported a position in Franklin Street Properties in Q4 2021 and has held it in 15 quarters since.
  • Carson Wealth (CWM LLC)'s Franklin Street Properties position peaked at $12K in Q1 2025.
  • 117 funds tracked by Wall St. Rank held Franklin Street Properties as of Q1 2026.

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