Carson Wealth (CWM LLC)
SMA

Carson Wealth (CWM LLC)’s SmartStop Self Storage REIT SMA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SMA Stock Details SMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$855K Sell
28,222
-2,264
-7% -$72.8K ﹤0.01% 1644
2025
Q4 		$943K Buy
30,486
+26,934
+758% +$911K ﹤0.01% 1532
2025
Q3 		$134K Buy
+3,552
New +$129K ﹤0.01% 2753

Other funds holding SMA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GAM
Goldentree Asset Management New York $1.69B AUM 10.69% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its SmartStop Self Storage REIT (SMA) stake by 7.4% in Q1 2026, selling an estimated $72.8K and leaving 28,222 shares worth $855K. The position accounts for ﹤0.01% of the portfolio, ranked #1644.

Carson Wealth (CWM LLC) first reported a position in SMA in Q3 2025 and has held it in 3 quarters since. The position peaked at $943K in Q4 2025. 256 funds tracked by Wall St. Rank hold SMA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 28,222 shares of SmartStop Self Storage REIT worth $855K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 2,264 SmartStop Self Storage REIT shares in Q1 2026, an estimated $72.8K.
  • SmartStop Self Storage REIT made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1644 holding.
  • Carson Wealth (CWM LLC) first reported a position in SmartStop Self Storage REIT in Q3 2025 and has held it in 3 quarters since.
  • Carson Wealth (CWM LLC)'s SmartStop Self Storage REIT position peaked at $943K in Q4 2025.
  • 256 funds tracked by Wall St. Rank held SmartStop Self Storage REIT as of Q1 2026.

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