Carson Wealth (CWM LLC)
SAFE

Carson Wealth (CWM LLC)’s Safehold SAFE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SAFE Stock Details SAFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$146K Sell
10,808
-5,263
-33% -$78K ﹤0.01% 2976
2025
Q4 		$220K Sell
16,071
-9,314
-37% -$132K ﹤0.01% 2493
2025
Q3 		$393K Buy
25,385
+9,510
+60% +$147K ﹤0.01% 1939
2025
Q2 		$247K Buy
15,875
+13,040
+460% +$203K ﹤0.01% 1996
2025
Q1 		$53K Buy
2,835
+306
+12% +$5.38K ﹤0.01% 2944
2024
Q4 		$47K Buy
2,529
+56
+2% +$1.22K ﹤0.01% 2853
2024
Q3 		$65K Buy
2,473
+64
+3% +$1.51K ﹤0.01% 2497
2024
Q2 		$46K Buy
2,409
+243
+11% +$4.67K ﹤0.01% 2531
2024
Q1 		$45K Hold
2,166
– – ﹤0.01% 2364
2023
Q4 		$51K Sell
2,166
-340
-14% -$6.41K ﹤0.01% 2171
2023
Q3 		$45K Buy
2,506
+1,003
+67% +$21.7K ﹤0.01% 2127
2023
Q2 		$36K Sell
1,503
-679
-31% -$18K ﹤0.01% 2239
2023
Q1 		$64K Buy
2,182
+1,200
+122% +$60.2K ﹤0.01% 1735
2022
Q4 		$47K Buy
982
+382
+64% +$18.4K ﹤0.01% 1785
2022
Q3 		$27K Buy
600
+561
+1,438% +$39K ﹤0.01% 2030
2022
Q2 		$3K Buy
+39
New +$3.28K ﹤0.01% 3234
2022
Q1 		– Sell
-28
Closed -$4K – 3829
2021
Q4 		$4K Buy
+28
New +$3.41K ﹤0.01% 2877

Other funds holding SAFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MC
MSD Capital New York $102M AUM 2.45% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Safehold (SAFE) stake by 33% in Q1 2026, selling an estimated $78K and leaving 10,808 shares worth $146K. The position accounts for ﹤0.01% of the portfolio, ranked #2976.

Carson Wealth (CWM LLC) first reported a position in SAFE in Q4 2021 and has held it in 17 quarters since. The position peaked at $393K in Q3 2025. 217 funds tracked by Wall St. Rank hold SAFE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 10,808 shares of Safehold worth $146K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 5,263 Safehold shares in Q1 2026, an estimated $78K.
  • Safehold made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2976 holding.
  • Carson Wealth (CWM LLC) first reported a position in Safehold in Q4 2021 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s Safehold position peaked at $393K in Q3 2025.
  • 217 funds tracked by Wall St. Rank held Safehold as of Q1 2026.

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