Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Rexford Industrial Realty REXR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio REXR Stock Details REXR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.05M Buy
32,158
+4,882
+18% +$183K ﹤0.01% 1505
2025
Q4 		$1.06M Buy
27,276
+453
+2% +$18.7K ﹤0.01% 1461
2025
Q3 		$1.1M Sell
26,823
-4,306
-14% -$169K ﹤0.01% 1351
2025
Q2 		$1.11M Buy
31,129
+26,908
+637% +$939K ﹤0.01% 1201
2025
Q1 		$165K Buy
4,221
+2,177
+107% +$87.2K ﹤0.01% 2060
2024
Q4 		$79K Buy
2,044
+558
+38% +$24K ﹤0.01% 2452
2024
Q3 		$75K Buy
1,486
+1
+0.1% +$50 ﹤0.01% 2379
2024
Q2 		$66K Buy
1,485
+631
+74% +$28.4K ﹤0.01% 2273
2024
Q1 		$43K Buy
854
+146
+21% +$7.72K ﹤0.01% 2402
2023
Q4 		$40K Buy
708
+86
+14% +$4.21K ﹤0.01% 2320
2023
Q3 		$31K Sell
622
-190
-23% -$10K ﹤0.01% 2389
2023
Q2 		$42K Sell
812
-83
-9% -$4.53K ﹤0.01% 2110
2023
Q1 		$53K Buy
895
+194
+28% +$11.6K ﹤0.01% 1839
2022
Q4 		$38K Buy
701
+151
+27% +$8.14K ﹤0.01% 1917
2022
Q3 		$29K Buy
550
+190
+53% +$11.8K ﹤0.01% 1990
2022
Q2 		$21K Sell
360
-95
-21% -$6.53K ﹤0.01% 2088
2022
Q1 		$34K Buy
455
+366
+411% +$26.4K ﹤0.01% 1794
2021
Q4 		$7K Buy
+89
New +$6.17K ﹤0.01% 2567
2021
Q2 		$0 Hold
3
– – ﹤0.01% 2992
2021
Q1 		$0 Hold
3
– – ﹤0.01% 2991
2020
Q4 		$0 Hold
3
– – ﹤0.01% 2989
2020
Q3 		$0 Hold
3
– – ﹤0.01% 2988
2020
Q2 		$0 Hold
3
– – ﹤0.01% 2988
2020
Q1 		$0 Hold
3
– – ﹤0.01% 2988
2019
Q4 		$0 Hold
3
– – ﹤0.01% 2987
2019
Q3 		$0 Hold
3
– – ﹤0.01% 2987
2019
Q2 		$0 Hold
3
– – ﹤0.01% 2987
2019
Q1 		$0 Buy
+3
New +$101 ﹤0.01% 3219
2018
Q1 		– Sell
-214
Closed -$6K – 1521
2017
Q4 		$6K Buy
214
+158
+282% +$4.76K ﹤0.01% 1041
2017
Q3 		$2K Buy
+56
New +$1.61K ﹤0.01% 1302

Other funds holding REXR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Rexford Industrial Realty (REXR) stake by 18% in Q1 2026, buying an estimated $183K and bringing the position to 32,158 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #1505.

Carson Wealth (CWM LLC) first reported a position in REXR in Q3 2017 and has held it in 30 quarters since. The position peaked at $1.11M in Q2 2025. 431 funds tracked by Wall St. Rank hold REXR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 32,158 shares of Rexford Industrial Realty worth $1.05M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 4,882 Rexford Industrial Realty shares in Q1 2026, an estimated $183K.
  • Rexford Industrial Realty made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1505 holding.
  • Carson Wealth (CWM LLC) first reported a position in Rexford Industrial Realty in Q3 2017 and has held it in 30 quarters since.
  • Carson Wealth (CWM LLC)'s Rexford Industrial Realty position peaked at $1.11M in Q2 2025.
  • 431 funds tracked by Wall St. Rank held Rexford Industrial Realty as of Q1 2026.

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