Carson Wealth (CWM LLC)
WSR

Carson Wealth (CWM LLC)’s Whitestone REIT WSR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio WSR Stock Details WSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$61.1K Buy
3,783
+45
+1% +$678 ﹤0.01% 3658
2025
Q4 		$52K Sell
3,738
-1,116
-23% -$14.4K ﹤0.01% 3580
2025
Q3 		$60K Buy
4,854
+2,154
+80% +$27.1K ﹤0.01% 3386
2025
Q2 		$34K Buy
2,700
+1,487
+123% +$18.9K ﹤0.01% 3567
2025
Q1 		$18K Buy
1,213
+16
+1% +$220 ﹤0.01% 3774
2024
Q4 		$17K Sell
1,197
-7,820
-87% -$112K ﹤0.01% 3560
2024
Q3 		$122K Sell
9,017
-7,499
-45% -$101K ﹤0.01% 2077
2024
Q2 		$220K Buy
16,516
+15,610
+1,723% +$192K ﹤0.01% 1541
2024
Q1 		$11K Buy
906
+203
+29% +$2.51K ﹤0.01% 3307
2023
Q4 		$9K Buy
703
+113
+19% +$1.21K ﹤0.01% 3261
2023
Q3 		$6K Sell
590
-858
-59% -$8.54K ﹤0.01% 3408
2023
Q2 		$14K Buy
1,448
+1,097
+313% +$9.88K ﹤0.01% 2893
2023
Q1 		$3K Buy
351
+289
+466% +$2.8K ﹤0.01% 3583
2022
Q4 		$1K Sell
62
-14
-18% -$129 ﹤0.01% 3876
2022
Q3 		$1K Buy
+76
New +$780 ﹤0.01% 3798

Other funds holding WSR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ICM
Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Whitestone REIT (WSR) stake by 1.2% in Q1 2026, buying an estimated $678 and bringing the position to 3,783 shares worth $61.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3658.

Carson Wealth (CWM LLC) first reported a position in WSR in Q3 2022 and has held it in 15 quarters since. The position peaked at $220K in Q2 2024. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,783 shares of Whitestone REIT worth $61.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 45 Whitestone REIT shares in Q1 2026, an estimated $678.
  • Whitestone REIT made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3658 holding.
  • Carson Wealth (CWM LLC) first reported a position in Whitestone REIT in Q3 2022 and has held it in 15 quarters since.
  • Carson Wealth (CWM LLC)'s Whitestone REIT position peaked at $220K in Q2 2024.
  • 220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.

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