Bogart Wealth LLC’s Centerspace CSR Stock Holding History

Bogart Wealth LLC’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	-33	Closed	-$1.99K	–	1549
2025 Q2	$1.99K	Buy	+33	New	+$2.02K	﹤0.01%	1107

Other funds holding CSR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

Bogart Wealth LLC's CSR Position: Q3 2025 in Review

Bogart Wealth LLC sold out of Centerspace (CSR) in Q3 2025, closing a stake of 33 shares — an estimated $1.99K sold.

Bogart Wealth LLC first reported a position in CSR in Q2 2025 and held it in 1 quarter. The position peaked at $1.99K in Q2 2025. 201 funds tracked by Wall St. Rank hold CSR as of Q3 2025.

Bogart Wealth LLC reported no remaining Centerspace position as of Q3 2025 after selling out during the quarter.
Bogart Wealth LLC sold 33 Centerspace shares in Q3 2025, an estimated $1.99K.
Bogart Wealth LLC first reported a position in Centerspace in Q2 2025 and held it in 1 quarter.
Bogart Wealth LLC's Centerspace position peaked at $1.99K in Q2 2025.
201 funds tracked by Wall St. Rank held Centerspace as of Q3 2025.

Based on Bogart Wealth LLC's 13F filing for Q3 2025, filed 27 Oct 2025.