Carson Wealth (CWM LLC)
NLOP

Carson Wealth (CWM LLC)’s Net Lease Office Properties NLOP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NLOP Stock Details NLOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$38.6K Buy
3,351
+2,429
+263% +$40.8K ﹤0.01% 3986
2025
Q4 		$24K Buy
922
+295
+47% +$8.34K ﹤0.01% 4068
2025
Q3 		$19K Buy
627
+77
+14% +$2.42K ﹤0.01% 4161
2025
Q2 		$18K Sell
550
-559
-50% -$17.1K ﹤0.01% 3980
2025
Q1 		$35K Buy
1,109
+27
+2% +$847 ﹤0.01% 3264
2024
Q4 		$34K Buy
1,082
+244
+29% +$7.58K ﹤0.01% 3085
2024
Q3 		$26K Sell
838
-232
-22% -$6.68K ﹤0.01% 3204
2024
Q2 		$26K Sell
1,070
-274
-20% -$6.48K ﹤0.01% 2947
2024
Q1 		$32K Buy
1,344
+46
+4% +$1.08K ﹤0.01% 2604
2023
Q4 		$24K Buy
+1,298
New +$21.6K ﹤0.01% 2661

Other funds holding NLOP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return
KPF
K2 Principal Fund Toronto, Ontario, Canada $1.36B AUM 25.57% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Net Lease Office Properties (NLOP) stake by 263% in Q1 2026, buying an estimated $40.8K and bringing the position to 3,351 shares worth $38.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3986.

Carson Wealth (CWM LLC) first reported a position in NLOP in Q4 2023 and has held it in 10 quarters since. 247 funds tracked by Wall St. Rank hold NLOP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,351 shares of Net Lease Office Properties worth $38.6K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,429 Net Lease Office Properties shares in Q1 2026, an estimated $40.8K.
  • Net Lease Office Properties made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3986 holding.
  • Carson Wealth (CWM LLC) first reported a position in Net Lease Office Properties in Q4 2023 and has held it in 10 quarters since.
  • 247 funds tracked by Wall St. Rank held Net Lease Office Properties as of Q1 2026.

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