Carson Wealth (CWM LLC)
REAX icon

Carson Wealth (CWM LLC)’s Real Brokerage REAX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio REAX Stock Details REAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$59.4K Buy
23,747
+22,411
+1,677% +$67.8K ﹤0.01% 3688
2025
Q4 		$5K Sell
1,336
-10,443
-89% -$40.4K ﹤0.01% 4837
2025
Q3 		$49K Sell
11,779
-12,363
-51% -$55.8K ﹤0.01% 3553
2025
Q2 		$109K Sell
24,142
-5,050
-17% -$21.7K ﹤0.01% 2639
2025
Q1 		$119K Buy
29,192
+471
+2% +$2.24K ﹤0.01% 2278
2024
Q4 		$132K Sell
28,721
-334
-1% -$1.75K ﹤0.01% 2101
2024
Q3 		$161K Sell
29,055
-8,157
-22% -$46.4K ﹤0.01% 1877
2024
Q2 		$151K Hold
37,212
– – ﹤0.01% 1734
2024
Q1 		$116K Hold
37,212
– – ﹤0.01% 1794
2023
Q4 		$60K Hold
37,212
– – ﹤0.01% 2062
2023
Q3 		$54K Hold
37,212
– – ﹤0.01% 2016
2023
Q2 		$71K Hold
37,212
– – ﹤0.01% 1767
2023
Q1 		$45K Hold
37,212
– – ﹤0.01% 1937
2022
Q4 		$39K Buy
+37,212
New +$50.3K ﹤0.01% 1901

Other funds holding REAX

MVPGP
Magma Venture Partners General Partner Tel Aviv, Israel $43.1M AUM 59.64% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IHG
Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return
GC
Grizzlyrock Capital Chicago, Illinois $126M AUM 11.88% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $2.04B AUM 35.27% 1-Year Est. Return
SC
Shay Capital New York $1.56B AUM 46.17% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Real Brokerage (REAX) stake by 1,677% in Q1 2026, buying an estimated $67.8K and bringing the position to 23,747 shares worth $59.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3688.

Carson Wealth (CWM LLC) first reported a position in REAX in Q4 2022 and has held it in 14 quarters since. The position peaked at $161K in Q3 2024. 159 funds tracked by Wall St. Rank hold REAX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 23,747 shares of Real Brokerage worth $59.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 22,411 Real Brokerage shares in Q1 2026, an estimated $67.8K.
  • Real Brokerage made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3688 holding.
  • Carson Wealth (CWM LLC) first reported a position in Real Brokerage in Q4 2022 and has held it in 14 quarters since.
  • Carson Wealth (CWM LLC)'s Real Brokerage position peaked at $161K in Q3 2024.
  • 159 funds tracked by Wall St. Rank held Real Brokerage as of Q1 2026.

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