CWM
CSR

Capstone Wealth Management’s Centerspace CSR Stock Holding History

Capstone Wealth Management’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
2026
Q1 		– Sell
-21,196
Closed -$1.4M – 39
2025
Q4 		$1.4M Buy
+21,196
New +$1.33M 1.22% 18

Other funds holding CSR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capstone Wealth Management's CSR Position: Q1 2026 in Review

Capstone Wealth Management sold out of Centerspace (CSR) in Q1 2026, closing a stake of 21,196 shares — an estimated $1.4M sold.

Capstone Wealth Management first reported a position in CSR in Q4 2025 and held it in 1 quarter. The position peaked at $1.4M in Q4 2025. 226 funds tracked by Wall St. Rank hold CSR as of Q1 2026.

  • Capstone Wealth Management reported no remaining Centerspace position as of Q1 2026 after selling out during the quarter.
  • Capstone Wealth Management sold 21,196 Centerspace shares in Q1 2026, an estimated $1.4M.
  • Capstone Wealth Management first reported a position in Centerspace in Q4 2025 and held it in 1 quarter.
  • Capstone Wealth Management's Centerspace position peaked at $1.4M in Q4 2025.
  • 226 funds tracked by Wall St. Rank held Centerspace as of Q1 2026.

Based on Capstone Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.