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Carter Financial Group’s Cambria Global Real Estate ETF BLDG Stock Holding History

Carter Financial Group’s Portfolio BLDG Stock Details BLDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.05M Sell
127,134
-31,864
-20% -$809K 1.89% 12
2025
Q4 		$3.89M Buy
158,998
+9,335
+6% +$235K 2.31% 11
2025
Q3 		$3.86M Buy
149,663
+3,320
+2% +$84.7K 2.33% 11
2025
Q2 		$3.65M Buy
+146,343
New +$3.52M 2.39% 11

Other funds holding BLDG

CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
AFFA
ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
LWM
Lifetime Wealth Management Rockwall, Texas $176M AUM
VA
VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Carter Financial Group's BLDG Position: Q1 2026 in Review

Carter Financial Group reduced its Cambria Global Real Estate ETF (BLDG) stake by 20% in Q1 2026, selling an estimated $809K and leaving 127,134 shares worth $3.05M. The position accounts for 1.89% of the portfolio, ranked #12.

Carter Financial Group first reported a position in BLDG in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.89M in Q4 2025. 14 funds tracked by Wall St. Rank hold BLDG as of Q1 2026.

  • Carter Financial Group held 127,134 shares of Cambria Global Real Estate ETF worth $3.05M as of Q1 2026.
  • Carter Financial Group sold 31,864 Cambria Global Real Estate ETF shares in Q1 2026, an estimated $809K.
  • Cambria Global Real Estate ETF made up 1.89% of Carter Financial Group's portfolio in Q1 2026, its #12 holding.
  • Carter Financial Group first reported a position in Cambria Global Real Estate ETF in Q2 2025 and has held it in 4 quarters since.
  • Carter Financial Group's Cambria Global Real Estate ETF position peaked at $3.89M in Q4 2025.
  • 14 funds tracked by Wall St. Rank held Cambria Global Real Estate ETF as of Q1 2026.

Based on Carter Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.