Carson Wealth (CWM LLC)
VRE

Carson Wealth (CWM LLC)’s Veris Residential VRE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VRE Stock Details VRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$401K Buy
21,268
+4,665
+28% +$79.1K ﹤0.01% 2175
2025
Q4 		$247K Buy
16,603
+4,225
+34% +$62.4K ﹤0.01% 2396
2025
Q3 		$188K Buy
12,378
+5,361
+76% +$79.7K ﹤0.01% 2500
2025
Q2 		$104K Buy
7,017
+6,333
+926% +$97.4K ﹤0.01% 2688
2025
Q1 		$12K Buy
684
+235
+52% +$3.8K ﹤0.01% 4027
2024
Q4 		$7K Buy
449
+163
+57% +$2.84K ﹤0.01% 4083
2024
Q3 		$5K Buy
286
+151
+112% +$2.49K ﹤0.01% 4144
2024
Q2 		$2K Buy
135
+101
+297% +$1.51K ﹤0.01% 4273
2024
Q1 		$1K Hold
34
– – ﹤0.01% 4236
2023
Q4 		$1K Sell
34
-316
-90% -$4.71K ﹤0.01% 4061
2023
Q3 		$6K Buy
350
+12
+4% +$211 ﹤0.01% 3406
2023
Q2 		$5K Buy
338
+259
+328% +$4.19K ﹤0.01% 3481
2023
Q1 		$1K Buy
79
+45
+132% +$717 ﹤0.01% 3955
2022
Q4 		$1K Buy
34
+20
+143% +$295 ﹤0.01% 3871
2022
Q3 		$0 Sell
14
-113
-89% -$1.52K ﹤0.01% 4210
2022
Q2 		$2K Sell
127
-1,111
-90% -$17.2K ﹤0.01% 3430
2022
Q1 		$22K Buy
1,238
+834
+206% +$14.5K ﹤0.01% 2034
2021
Q4 		$7K Buy
+404
New +$7.38K ﹤0.01% 2581
2018
Q4 		– Sell
-26
Closed -$1K – 2259
2018
Q3 		$1K Hold
26
– – ﹤0.01% 1765
2018
Q2 		$1K Hold
26
– – ﹤0.01% 1613
2018
Q1 		$0 Hold
26
– – ﹤0.01% 1548
2017
Q4 		$1K Hold
26
– – ﹤0.01% 1404
2017
Q3 		$1K Hold
26
– – ﹤0.01% 1424
2017
Q2 		$1K Hold
26
– – ﹤0.01% 1149
2017
Q1 		$1K Buy
+26
New +$729 ﹤0.01% 1115

Other funds holding VRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
H2CM
H/2 Credit Manager Stamford, Connecticut $526M AUM 70.67% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.72B AUM 70.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Veris Residential (VRE) stake by 28% in Q1 2026, buying an estimated $79.1K and bringing the position to 21,268 shares worth $401K. The position accounts for ﹤0.01% of the portfolio, ranked #2175.

Carson Wealth (CWM LLC) first reported a position in VRE in Q1 2017 and has held it in 25 quarters since. 237 funds tracked by Wall St. Rank hold VRE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 21,268 shares of Veris Residential worth $401K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 4,665 Veris Residential shares in Q1 2026, an estimated $79.1K.
  • Veris Residential made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2175 holding.
  • Carson Wealth (CWM LLC) first reported a position in Veris Residential in Q1 2017 and has held it in 25 quarters since.
  • 237 funds tracked by Wall St. Rank held Veris Residential as of Q1 2026.

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