Carson Wealth (CWM LLC)
GTY

Carson Wealth (CWM LLC)’s Getty Realty Corp GTY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GTY Stock Details GTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$546K Buy
17,160
+3,524
+26% +$110K ﹤0.01% 1946
2025
Q4 		$373K Buy
13,636
+2,810
+26% +$77.7K ﹤0.01% 2105
2025
Q3 		$290K Buy
10,826
+5,341
+97% +$149K ﹤0.01% 2164
2025
Q2 		$152K Buy
5,485
+1,537
+39% +$44.1K ﹤0.01% 2400
2025
Q1 		$123K Sell
3,948
-134
-3% -$4.11K ﹤0.01% 2249
2024
Q4 		$123K Sell
4,082
-27,980
-87% -$887K ﹤0.01% 2149
2024
Q3 		$1.02M Sell
32,062
-1,128
-3% -$34.5K ﹤0.01% 1018
2024
Q2 		$885K Sell
33,190
-2,493
-7% -$67.7K ﹤0.01% 957
2024
Q1 		$976K Sell
35,683
-1,244
-3% -$34.2K ﹤0.01% 864
2023
Q4 		$1.08M Sell
36,927
-3,189
-8% -$90.3K 0.01% 775
2023
Q3 		$1.11M Sell
40,116
-2,716
-6% -$84.4K 0.01% 703
2023
Q2 		$1.45M Sell
42,832
-2,638
-6% -$89.7K 0.01% 599
2023
Q1 		$1.64M Sell
45,470
-1,140
-2% -$39.9K 0.01% 518
2022
Q4 		$1.58M Buy
46,610
+213
+0.5% +$6.72K 0.01% 488
2022
Q3 		$1.25M Sell
46,397
-1,399
-3% -$40.2K 0.01% 502
2022
Q2 		$1.27M Sell
47,796
-1,081
-2% -$29.4K 0.01% 509
2022
Q1 		$1.4M Sell
48,877
-6,822
-12% -$197K 0.01% 481
2021
Q4 		$1.79M Buy
+55,699
New +$1.76M 0.01% 455
2021
Q2 		$69K Hold
2,228
– – ﹤0.01% 1270
2021
Q1 		$69K Hold
2,228
– – ﹤0.01% 1270
2020
Q4 		$69K Hold
2,228
– – ﹤0.01% 1270
2020
Q3 		$69K Hold
2,228
– – ﹤0.01% 1270
2020
Q2 		$69K Hold
2,228
– – ﹤0.01% 1270
2020
Q1 		$69K Hold
2,228
– – ﹤0.01% 1270
2019
Q4 		$69K Hold
2,228
– – ﹤0.01% 1270
2019
Q3 		$69K Hold
2,228
– – ﹤0.01% 1270
2019
Q2 		$69K Hold
2,228
– – ﹤0.01% 1270
2019
Q1 		$69K Buy
+2,228
New +$71.3K ﹤0.01% 1270

Other funds holding GTY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Getty Realty Corp (GTY) stake by 26% in Q1 2026, buying an estimated $110K and bringing the position to 17,160 shares worth $546K. The position accounts for ﹤0.01% of the portfolio, ranked #1946.

Carson Wealth (CWM LLC) first reported a position in GTY in Q1 2019 and has held it in 28 quarters since. The position peaked at $1.79M in Q4 2021. 307 funds tracked by Wall St. Rank hold GTY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 17,160 shares of Getty Realty Corp worth $546K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3,524 Getty Realty Corp shares in Q1 2026, an estimated $110K.
  • Getty Realty Corp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1946 holding.
  • Carson Wealth (CWM LLC) first reported a position in Getty Realty Corp in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Getty Realty Corp position peaked at $1.79M in Q4 2021.
  • 307 funds tracked by Wall St. Rank held Getty Realty Corp as of Q1 2026.

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