Carson Wealth (CWM LLC)
LPA

Carson Wealth (CWM LLC)’s Logistic Properties of the Americas LPA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LPA Stock Details LPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.35K Buy
410
+49
+14% +$135 ﹤0.01% 5351
2025
Q4 		$1K Buy
361
+234
+184% +$788 ﹤0.01% 5314
2025
Q3 		$1K Buy
+127
New +$810 ﹤0.01% 5216

Other funds holding LPA

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Logistic Properties of the Americas (LPA) stake by 14% in Q1 2026, buying an estimated $135 and bringing the position to 410 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #5351.

Carson Wealth (CWM LLC) first reported a position in LPA in Q3 2025 and has held it in 3 quarters since. 42 funds tracked by Wall St. Rank hold LPA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 410 shares of Logistic Properties of the Americas worth $1.35K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 49 Logistic Properties of the Americas shares in Q1 2026, an estimated $135.
  • Logistic Properties of the Americas made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5351 holding.
  • Carson Wealth (CWM LLC) first reported a position in Logistic Properties of the Americas in Q3 2025 and has held it in 3 quarters since.
  • 42 funds tracked by Wall St. Rank held Logistic Properties of the Americas as of Q1 2026.

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