Carson Wealth (CWM LLC)
RPT

Carson Wealth (CWM LLC)’s Rithm Property Trust RPT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio RPT Stock Details RPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.34K Buy
548
+230
+72% +$3.46K ﹤0.01% 4905
2025
Q4 		$5K Sell
318
-173
-35% -$2.66K ﹤0.01% 4856
2025
Q3 		$7K Buy
+491
New +$7.79K ﹤0.01% 4646
2022
Q3 		– Sell
-12
Closed -$1K – 4225
2022
Q2 		$1K Sell
12
-8
-40% -$478 ﹤0.01% 3684
2022
Q1 		$1K Buy
+20
New +$1.46K ﹤0.01% 3445

Other funds holding RPT

MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RC
Rithm Capital New York $67.4M AUM 37.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
FM
Family Management New York $834M AUM 20.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Rithm Property Trust (RPT) stake by 72% in Q1 2026, buying an estimated $3.46K and bringing the position to 548 shares worth $7.34K. The position accounts for ﹤0.01% of the portfolio, ranked #4905.

Carson Wealth (CWM LLC) first reported a position in RPT in Q1 2022 and has held it in 5 quarters since. 64 funds tracked by Wall St. Rank hold RPT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 548 shares of Rithm Property Trust worth $7.34K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 230 Rithm Property Trust shares in Q1 2026, an estimated $3.46K.
  • Rithm Property Trust made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4905 holding.
  • Carson Wealth (CWM LLC) first reported a position in Rithm Property Trust in Q1 2022 and has held it in 5 quarters since.
  • 64 funds tracked by Wall St. Rank held Rithm Property Trust as of Q1 2026.

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