American Portfolios Advisors’s Centerspace CSR Stock Holding History

American Portfolios Advisors’s Portfolio CSR Stock Details CSR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$113K	Sell	1,679 -924	-35%	-$73.4K	﹤0.01%	1285
2022 Q2	$212K	Hold	2,603	–	–	0.01%	1026
2022 Q1	$255K	Sell	2,603 -749	-22%	-$72.8K	0.01%	1044
2021 Q4	$372K	Buy	3,352 +1,385	+70%	+$143K	0.01%	877
2021 Q3	$186K	Sell	1,967 -167	-8%	-$15.7K	0.01%	1144
2021 Q2	$168K	Sell	2,134 -360	-14%	-$25.9K	0.01%	1185
2021 Q1	$170K	Buy	2,494 +2,217	+800%	+$158K	0.01%	1096
2020 Q4	$19.6K	Hold	277	–	–	﹤0.01%	1830
2020 Q3	$18.1K	Hold	277	–	–	﹤0.01%	1734
2020 Q2	$19.5K	Sell	277 -29	-9%	-$1.85K	﹤0.01%	1650
2020 Q1	$16.8K	Sell	306 -184	-38%	-$13.2K	﹤0.01%	1590
2019 Q4	$35.5K	Sell	490 -203	-29%	-$15.2K	﹤0.01%	1483
2019 Q3	$51.7K	Buy	693 +629	+983%	+$42K	﹤0.01%	1267
2019 Q2	$3.75K	Buy	+64	New	+$3.81K	﹤0.01%	2282

Other funds holding CSR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HRES

Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

American Portfolios Advisors's CSR Position: Q3 2022 in Review

American Portfolios Advisors reduced its Centerspace (CSR) stake by 35% in Q3 2022, selling an estimated $73.4K and leaving 1,679 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #1285.

American Portfolios Advisors first reported a position in CSR in Q2 2019 and has held it in 14 quarters since. The position peaked at $372K in Q4 2021. 164 funds tracked by Wall St. Rank hold CSR as of Q3 2022.

American Portfolios Advisors held 1,679 shares of Centerspace worth $113K as of Q3 2022.
American Portfolios Advisors sold 924 Centerspace shares in Q3 2022, an estimated $73.4K.
Centerspace made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1285 holding.
American Portfolios Advisors first reported a position in Centerspace in Q2 2019 and has held it in 14 quarters since.
American Portfolios Advisors's Centerspace position peaked at $372K in Q4 2021.
164 funds tracked by Wall St. Rank held Centerspace as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.