Carson Wealth (CWM LLC)’s US Diversified Real Estate ETF PPTY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PPTY Stock Details PPTY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.68K	Hold	89	–	–	﹤0.01%	5208
2025 Q4	$3K	Hold	89	–	–	﹤0.01%	5004
2025 Q3	$3K	Hold	89	–	–	﹤0.01%	4924
2025 Q2	$3K	Hold	89	–	–	﹤0.01%	4800
2025 Q1	$3K	Hold	89	–	–	﹤0.01%	4667
2024 Q4	$3K	Hold	89	–	–	﹤0.01%	4445
2024 Q3	$3K	Hold	89	–	–	﹤0.01%	4307
2024 Q2	$3K	Hold	89	–	–	﹤0.01%	4115
2024 Q1	$3K	Hold	89	–	–	﹤0.01%	3880
2023 Q4	$3K	Sell	89 -642	-88%	-$17.7K	﹤0.01%	3731
2023 Q3	$20K	Sell	731 -70	-9%	-$2.02K	﹤0.01%	2691
2023 Q2	$23K	Buy	801 +73	+10%	+$2.03K	﹤0.01%	2549
2023 Q1	$21K	Buy	+728	New	+$21.2K	﹤0.01%	2478

Other funds holding PPTY

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return

OFS

OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

EAM

Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its US Diversified Real Estate ETF (PPTY) position steady in Q1 2026 at 89 shares worth $2.68K. The position accounts for ﹤0.01% of the portfolio, ranked #5208.

Carson Wealth (CWM LLC) first reported a position in PPTY in Q1 2023 and has held it in 13 quarters since. The position peaked at $23K in Q2 2023. 24 funds tracked by Wall St. Rank hold PPTY as of Q1 2026.

Carson Wealth (CWM LLC) held 89 shares of US Diversified Real Estate ETF worth $2.68K as of Q1 2026.
Carson Wealth (CWM LLC) left its US Diversified Real Estate ETF share count unchanged in Q1 2026.
US Diversified Real Estate ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5208 holding.
Carson Wealth (CWM LLC) first reported a position in US Diversified Real Estate ETF in Q1 2023 and has held it in 13 quarters since.
Carson Wealth (CWM LLC)'s US Diversified Real Estate ETF position peaked at $23K in Q2 2023.
24 funds tracked by Wall St. Rank held US Diversified Real Estate ETF as of Q1 2026.

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