Cerity Partners
CSR

Cerity Partners’s Centerspace CSR Stock Holding History

Cerity Partners’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
Q2 		$606K Buy
10,784
+2,134
+25% +$135K ﹤0.01% 2314
2026
Q1 		$497K Sell
8,650
-832
-9% -$52.3K ﹤0.01% 2295
2025
Q4 		$633K Sell
9,482
-2,215
-19% -$139K ﹤0.01% 1962
2025
Q3 		$689K Sell
11,697
-514
-4% -$29.7K ﹤0.01% 1780
2025
Q2 		$735K Buy
12,211
+511
+4% +$31.3K ﹤0.01% 1670
2025
Q1 		$758K Buy
11,700
+1,320
+13% +$83.2K ﹤0.01% 1554
2024
Q4 		$731K Sell
10,380
-203
-2% -$14.3K ﹤0.01% 1564
2024
Q3 		$746K Buy
+10,583
New +$761K ﹤0.01% 1552

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
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Cerity Partners's CSR Position: Q2 2026 in Review

Cerity Partners increased its Centerspace (CSR) stake by 25% in Q2 2026, buying an estimated $135K and bringing the position to 10,784 shares worth $606K. The position accounts for ﹤0.01% of the portfolio, ranked #2314.

Cerity Partners first reported a position in CSR in Q3 2024 and has held it in 8 quarters since. The position peaked at $758K in Q1 2025. 203 funds tracked by Wall St. Rank hold CSR as of Q2 2026.

  • Cerity Partners held 10,784 shares of Centerspace worth $606K as of Q2 2026.
  • Cerity Partners bought 2,134 Centerspace shares in Q2 2026, an estimated $135K.
  • Centerspace made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2314 holding.
  • Cerity Partners first reported a position in Centerspace in Q3 2024 and has held it in 8 quarters since.
  • Cerity Partners's Centerspace position peaked at $758K in Q1 2025.
  • 203 funds tracked by Wall St. Rank held Centerspace as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.