Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares Global REIT ETF REET Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio REET Stock Details REET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$777K Buy
30,902
+2,340
+8% +$60.8K ﹤0.01% 1703
2025
Q4 		$713K Buy
28,562
+16,859
+144% +$426K ﹤0.01% 1702
2025
Q3 		$299K Sell
11,703
-1,085
-8% -$27.2K ﹤0.01% 2142
2025
Q2 		$316K Sell
12,788
-4,891
-28% -$119K ﹤0.01% 1830
2025
Q1 		$429K Sell
17,679
-1,235
-7% -$30.1K ﹤0.01% 1518
2024
Q4 		$453K Buy
18,914
+3,481
+23% +$88.9K ﹤0.01% 1421
2024
Q3 		$412K Sell
15,433
-1,240
-7% -$31.4K ﹤0.01% 1404
2024
Q2 		$388K Buy
16,673
+1,852
+12% +$42.3K ﹤0.01% 1288
2024
Q1 		$351K Buy
14,821
+11,360
+328% +$266K ﹤0.01% 1267
2023
Q4 		$84K Sell
3,461
-18
-0.5% -$394 ﹤0.01% 1863
2023
Q3 		$74K Buy
3,479
+3
+0.1% +$69 ﹤0.01% 1826
2023
Q2 		$80K Sell
3,476
-48
-1% -$1.09K ﹤0.01% 1689
2023
Q1 		$81K Sell
3,524
-6,127
-63% -$145K ﹤0.01% 1600
2022
Q4 		$219K Sell
9,651
-9
-0.1% -$201 ﹤0.01% 1068
2022
Q3 		$205K Buy
9,660
+126
+1% +$3.1K ﹤0.01% 1035
2022
Q2 		$231K Buy
9,534
+55
+0.6% +$1.46K ﹤0.01% 990
2022
Q1 		$277K Buy
9,479
+43
+0.5% +$1.23K ﹤0.01% 914
2021
Q4 		$289K Buy
+9,436
New +$276K ﹤0.01% 888
2021
Q2 		$257K Hold
9,268
– – ﹤0.01% 826
2021
Q1 		$257K Hold
9,268
– – ﹤0.01% 826
2020
Q4 		$257K Hold
9,268
– – ﹤0.01% 826
2020
Q3 		$257K Hold
9,268
– – ﹤0.01% 826
2020
Q2 		$257K Hold
9,268
– – ﹤0.01% 826
2020
Q1 		$257K Hold
9,268
– – ﹤0.01% 826
2019
Q4 		$257K Hold
9,268
– – ﹤0.01% 826
2019
Q3 		$257K Hold
9,268
– – ﹤0.01% 826
2019
Q2 		$257K Hold
9,268
– – ﹤0.01% 826
2019
Q1 		$257K Buy
9,268
+9,025
+3,714% +$232K ﹤0.01% 826
2018
Q4 		$6K Hold
243
– – ﹤0.01% 1488
2018
Q3 		$6K Buy
+243
New +$6.3K ﹤0.01% 1299

Other funds holding REET

State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its iShares Global REIT ETF (REET) stake by 8.2% in Q1 2026, buying an estimated $60.8K and bringing the position to 30,902 shares worth $777K. The position accounts for ﹤0.01% of the portfolio, ranked #1703.

Carson Wealth (CWM LLC) first reported a position in REET in Q3 2018 and has held it in 30 quarters since. 301 funds tracked by Wall St. Rank hold REET as of Q1 2026.

  • Carson Wealth (CWM LLC) held 30,902 shares of iShares Global REIT ETF worth $777K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,340 iShares Global REIT ETF shares in Q1 2026, an estimated $60.8K.
  • iShares Global REIT ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1703 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares Global REIT ETF in Q3 2018 and has held it in 30 quarters since.
  • 301 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q1 2026.

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