Carson Wealth (CWM LLC)
FVR

Carson Wealth (CWM LLC)’s FrontView REIT FVR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FVR Stock Details FVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$168K Buy
10,892
+609
+6% +$9.81K ﹤0.01% 2870
2025
Q4 		$152K Buy
10,283
+1,001
+11% +$14.4K ﹤0.01% 2774
2025
Q3 		$127K Buy
9,282
+2,560
+38% +$32.8K ﹤0.01% 2794
2025
Q2 		$81K Buy
6,722
+6,685
+18,068% +$79.1K ﹤0.01% 2900
2025
Q1 		$0 Buy
+37
New +$604 ﹤0.01% 5247

Other funds holding FVR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $3.17B AUM 32.56% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its FrontView REIT (FVR) stake by 5.9% in Q1 2026, buying an estimated $9.81K and bringing the position to 10,892 shares worth $168K. The position accounts for ﹤0.01% of the portfolio, ranked #2870.

Carson Wealth (CWM LLC) first reported a position in FVR in Q1 2025 and has held it in 5 quarters since. 110 funds tracked by Wall St. Rank hold FVR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 10,892 shares of FrontView REIT worth $168K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 609 FrontView REIT shares in Q1 2026, an estimated $9.81K.
  • FrontView REIT made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2870 holding.
  • Carson Wealth (CWM LLC) first reported a position in FrontView REIT in Q1 2025 and has held it in 5 quarters since.
  • 110 funds tracked by Wall St. Rank held FrontView REIT as of Q1 2026.

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