AGWCA
CSR

Annis Gardner Whiting Capital Advisors’s Centerspace CSR Stock Holding History

Annis Gardner Whiting Capital 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
2025
Q3 		– Sell
-3
Closed -$181 – 1246
2025
Q2 		$181 Buy
+3
New +$184 ﹤0.01% 1301

Other funds holding CSR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
LBIM
Land & Buildings Investment Management Stamford, Connecticut $591M AUM 10.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's CSR Position: Q3 2025 in Review

Annis Gardner Whiting Capital Advisors sold out of Centerspace (CSR) in Q3 2025, closing a stake of 3 shares — an estimated $181 sold.

Annis Gardner Whiting Capital Advisors first reported a position in CSR in Q2 2025 and held it in 1 quarter. The position peaked at $181 in Q2 2025. 201 funds tracked by Wall St. Rank hold CSR as of Q3 2025.

  • Annis Gardner Whiting Capital Advisors reported no remaining Centerspace position as of Q3 2025 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 3 Centerspace shares in Q3 2025, an estimated $181.
  • Annis Gardner Whiting Capital Advisors first reported a position in Centerspace in Q2 2025 and held it in 1 quarter.
  • Annis Gardner Whiting Capital Advisors's Centerspace position peaked at $181 in Q2 2025.
  • 201 funds tracked by Wall St. Rank held Centerspace as of Q3 2025.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.