Carson Wealth (CWM LLC)
NNN icon

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

Carson Wealth (CWM LLC)’s Portfolio NNN Stock Details NNN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.17M Sell
194,402
-13,710
-7% -$591K 0.02% 623
2025
Q4 		$8.25M Buy
208,112
+81,451
+64% +$3.34M 0.02% 588
2025
Q3 		$5.39M Buy
126,661
+93,298
+280% +$3.96M 0.02% 681
2025
Q2 		$1.44M Buy
33,363
+23,072
+224% +$958K 0.01% 1078
2025
Q1 		$439K Buy
10,291
+3,496
+51% +$143K ﹤0.01% 1504
2024
Q4 		$278K Buy
6,795
+8
+0.1% +$354 ﹤0.01% 1637
2024
Q3 		$329K Sell
6,787
-306
-4% -$14.2K ﹤0.01% 1494
2024
Q2 		$302K Buy
7,093
+763
+12% +$31.7K ﹤0.01% 1392
2024
Q1 		$271K Sell
6,330
-239
-4% -$9.95K ﹤0.01% 1380
2023
Q4 		$283K Buy
6,569
+2,177
+50% +$84.3K ﹤0.01% 1278
2023
Q3 		$155K Buy
4,392
+2,086
+90% +$83.6K ﹤0.01% 1410
2023
Q2 		$99K Buy
2,306
+1,131
+96% +$48.7K ﹤0.01% 1576
2023
Q1 		$52K Buy
1,175
+83
+8% +$3.78K ﹤0.01% 1850
2022
Q4 		$50K Sell
1,092
-218
-17% -$9.48K ﹤0.01% 1736
2022
Q3 		$52K Buy
1,310
+1,204
+1,136% +$54.3K ﹤0.01% 1638
2022
Q2 		$5K Buy
106
+22
+26% +$968 ﹤0.01% 2993
2022
Q1 		$4K Buy
84
+70
+500% +$3.08K ﹤0.01% 2942
2021
Q4 		$1K Buy
+14
New +$642 ﹤0.01% 3349
2019
Q1 		– Sell
-385
Closed -$19K – 3176
2018
Q4 		$19K Buy
+385
New +$18.4K ﹤0.01% 1158

Other funds holding NNN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its NNN REIT (NNN) stake by 6.6% in Q1 2026, selling an estimated $591K and leaving 194,402 shares worth $8.17M. The position accounts for 0.02% of the portfolio, ranked #623.

Carson Wealth (CWM LLC) first reported a position in NNN in Q4 2018 and has held it in 19 quarters since. The position peaked at $8.25M in Q4 2025. 541 funds tracked by Wall St. Rank hold NNN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 194,402 shares of NNN REIT worth $8.17M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 13,710 NNN REIT shares in Q1 2026, an estimated $591K.
  • NNN REIT made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #623 holding.
  • Carson Wealth (CWM LLC) first reported a position in NNN REIT in Q4 2018 and has held it in 19 quarters since.
  • Carson Wealth (CWM LLC)'s NNN REIT position peaked at $8.25M in Q4 2025.
  • 541 funds tracked by Wall St. Rank held NNN REIT as of Q1 2026.

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