CA
CSR

Clearstead Advisors’s Centerspace CSR Stock Holding History

Clearstead 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
2026
Q2 		$450 Buy
+8
New +$504 ﹤0.01% 2953
2025
Q4 		– Sell
-59
Closed -$3.48K – 2858
2025
Q3 		$3.48K Buy
+59
New +$3.41K ﹤0.01% 2292
2021
Q3 		– Sell
-14
Closed -$1K – 1305
2021
Q2 		$1K Buy
+14
New +$1.01K ﹤0.01% 1134

Other funds holding CSR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Clearstead Advisors's CSR Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Centerspace (CSR) in Q2 2026: 8 shares worth $450. The stake represents ﹤0.01% of the portfolio and ranks #2953 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in CSR as recently as Q3 2025.

Clearstead Advisors first reported a position in CSR in Q2 2021 and has held it in 3 quarters since. The position peaked at $3.48K in Q3 2025. 89 funds tracked by Wall St. Rank hold CSR as of Q2 2026.

  • Clearstead Advisors held 8 shares of Centerspace worth $450 as of Q2 2026.
  • Centerspace was a new Clearstead Advisors position in Q2 2026.
  • Centerspace made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2953 holding.
  • Clearstead Advisors first reported a position in Centerspace in Q2 2021 and has held it in 3 quarters since.
  • Clearstead Advisors's Centerspace position peaked at $3.48K in Q3 2025.
  • 89 funds tracked by Wall St. Rank held Centerspace as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.