Carson Wealth (CWM LLC)
OLP

Carson Wealth (CWM LLC)’s One Liberty Properties OLP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio OLP Stock Details OLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$24.4K Buy
1,138
+685
+151% +$15.2K ﹤0.01% 4296
2025
Q4 		$9K Sell
453
-21
-4% -$434 ﹤0.01% 4605
2025
Q3 		$10K Buy
474
+183
+63% +$4.23K ﹤0.01% 4486
2025
Q2 		$7K Buy
291
+55
+23% +$1.34K ﹤0.01% 4477
2025
Q1 		$6K Buy
236
+68
+40% +$1.78K ﹤0.01% 4388
2024
Q4 		$5K Buy
168
+17
+11% +$476 ﹤0.01% 4229
2024
Q3 		$4K Buy
151
+99
+190% +$2.57K ﹤0.01% 4199
2024
Q2 		$1K Buy
52
+35
+206% +$810 ﹤0.01% 4443
2024
Q1 		$0 Hold
17
– – ﹤0.01% 4617
2023
Q4 		$0 Hold
17
– – ﹤0.01% 4406
2023
Q3 		$0 Sell
17
-127
-88% -$2.53K ﹤0.01% 4438
2023
Q2 		$3K Buy
+144
New +$3.04K ﹤0.01% 3674
2022
Q2 		– Sell
-359
Closed -$11K – 4015
2022
Q1 		$11K Buy
359
+303
+541% +$9.39K ﹤0.01% 2431
2021
Q4 		$2K Buy
+56
New +$1.85K ﹤0.01% 3156

Other funds holding OLP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its One Liberty Properties (OLP) stake by 151% in Q1 2026, buying an estimated $15.2K and bringing the position to 1,138 shares worth $24.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4296.

Carson Wealth (CWM LLC) first reported a position in OLP in Q4 2021 and has held it in 14 quarters since. 139 funds tracked by Wall St. Rank hold OLP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,138 shares of One Liberty Properties worth $24.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 685 One Liberty Properties shares in Q1 2026, an estimated $15.2K.
  • One Liberty Properties made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4296 holding.
  • Carson Wealth (CWM LLC) first reported a position in One Liberty Properties in Q4 2021 and has held it in 14 quarters since.
  • 139 funds tracked by Wall St. Rank held One Liberty Properties as of Q1 2026.

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