Carson Wealth (CWM LLC)
STRW icon

Carson Wealth (CWM LLC)’s Strawberry Fields REIT STRW Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio STRW Stock Details STRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.08K Buy
259
+13
+5% +$167 ﹤0.01% 5176
2025
Q4 		$3K Buy
246
+28
+13% +$343 ﹤0.01% 5018
2025
Q3 		$3K Buy
218
+127
+140% +$1.42K ﹤0.01% 4944
2025
Q2 		$1K Sell
91
-2,112
-96% -$22.5K ﹤0.01% 5075
2025
Q1 		$26K Buy
2,203
+2,197
+36,617% +$25.4K ﹤0.01% 3495
2024
Q4 		$0 Sell
6
-14
-70% -$162 ﹤0.01% 5155
2024
Q3 		$0 Buy
+20
New +$230 ﹤0.01% 5138

Other funds holding STRW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Strawberry Fields REIT (STRW) stake by 5.3% in Q1 2026, buying an estimated $167 and bringing the position to 259 shares worth $3.08K. The position accounts for ﹤0.01% of the portfolio, ranked #5176.

Carson Wealth (CWM LLC) first reported a position in STRW in Q3 2024 and has held it in 7 quarters since. The position peaked at $26K in Q1 2025. 80 funds tracked by Wall St. Rank hold STRW as of Q1 2026.

  • Carson Wealth (CWM LLC) held 259 shares of Strawberry Fields REIT worth $3.08K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 13 Strawberry Fields REIT shares in Q1 2026, an estimated $167.
  • Strawberry Fields REIT made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5176 holding.
  • Carson Wealth (CWM LLC) first reported a position in Strawberry Fields REIT in Q3 2024 and has held it in 7 quarters since.
  • Carson Wealth (CWM LLC)'s Strawberry Fields REIT position peaked at $26K in Q1 2025.
  • 80 funds tracked by Wall St. Rank held Strawberry Fields REIT as of Q1 2026.

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