Carson Wealth (CWM LLC)
XRN

Carson Wealth (CWM LLC)’s Chiron Real Estate Inc XRN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio XRN Stock Details XRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$61.2K Buy
1,851
+96
+5% +$3.38K ﹤0.01% 3655
2025
Q4 		$59K Sell
1,755
-2,175
-55% -$70.9K ﹤0.01% 3475
2025
Q3 		$132K Buy
3,930
+2,587
+193% +$92K ﹤0.01% 2764
2025
Q2 		$47K Sell
1,343
-1,056
-44% -$36.8K ﹤0.01% 3327
2025
Q1 		$105K Buy
2,399
+149
+7% +$6.16K ﹤0.01% 2386
2024
Q4 		$87K Sell
2,250
-219
-9% -$9.69K ﹤0.01% 2382
2024
Q3 		$122K Sell
2,469
-202
-8% -$9.52K ﹤0.01% 2073
2024
Q2 		$121K Buy
2,671
+147
+6% +$6.39K ﹤0.01% 1855
2024
Q1 		$110K Sell
2,524
-106
-4% -$5.09K ﹤0.01% 1821
2023
Q4 		$146K Sell
2,630
-32
-1% -$1.55K ﹤0.01% 1565
2023
Q3 		$119K Sell
2,662
-32
-1% -$1.53K ﹤0.01% 1539
2023
Q2 		$123K Buy
2,694
+232
+9% +$10.5K ﹤0.01% 1460
2023
Q1 		$112K Buy
2,462
+646
+36% +$32.5K ﹤0.01% 1436
2022
Q4 		$86K Buy
1,816
+1,341
+282% +$60.6K ﹤0.01% 1445
2022
Q3 		$20K Buy
475
+317
+201% +$17.5K ﹤0.01% 2217
2022
Q2 		$9K Buy
158
+111
+236% +$7.48K ﹤0.01% 2636
2022
Q1 		$4K Buy
+47
New +$3.85K ﹤0.01% 2924

Other funds holding XRN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $1.07B AUM 34.04% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Chiron Real Estate Inc (XRN) stake by 5.5% in Q1 2026, buying an estimated $3.38K and bringing the position to 1,851 shares worth $61.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3655.

Carson Wealth (CWM LLC) first reported a position in XRN in Q1 2022 and has held it in 17 quarters since. The position peaked at $146K in Q4 2023. 162 funds tracked by Wall St. Rank hold XRN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,851 shares of Chiron Real Estate Inc worth $61.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 96 Chiron Real Estate Inc shares in Q1 2026, an estimated $3.38K.
  • Chiron Real Estate Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3655 holding.
  • Carson Wealth (CWM LLC) first reported a position in Chiron Real Estate Inc in Q1 2022 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s Chiron Real Estate Inc position peaked at $146K in Q4 2023.
  • 162 funds tracked by Wall St. Rank held Chiron Real Estate Inc as of Q1 2026.

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