Creative Planning
CSR

Creative Planning’s Centerspace CSR Stock Holding History

Creative Planning’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
-3,463
Closed -$231K – 4123
2025
Q4 		$231K Buy
+3,463
New +$218K ﹤0.01% 3440
2023
Q4 		– Sell
-4,326
Closed -$261K – 2830
2023
Q3 		$261K Buy
+4,326
New +$270K ﹤0.01% 2048
2018
Q4 		– Sell
-1,333
Closed -$80K – 1978
2018
Q3 		$80K Hold
1,333
– – ﹤0.01% 1824
2018
Q2 		$74K Buy
1,333
+1
+0.1% +$55 ﹤0.01% 1815
2018
Q1 		$69K Hold
1,332
– – ﹤0.01% 1792
2017
Q4 		$76K Sell
1,332
-141
-10% -$8.38K ﹤0.01% 1758
2017
Q3 		$90K Sell
1,473
-436
-23% -$26.7K ﹤0.01% 1727
2017
Q2 		$119K Buy
1,909
+578
+43% +$34.9K ﹤0.01% 1862
2017
Q1 		$79K Sell
1,331
-307
-19% -$19.7K ﹤0.01% 2118
2016
Q4 		$117K Buy
1,638
+1,177
+255% +$74.7K ﹤0.01% 1759
2016
Q3 		$27K Buy
461
+21
+5% +$1.34K ﹤0.01% 2828
2016
Q2 		$28K Buy
440
+10
+2% +$650 ﹤0.01% 2545
2016
Q1 		$31K Hold
430
– – ﹤0.01% 2425
2015
Q4 		$30K Hold
430
– – ﹤0.01% 2520
2015
Q3 		$33K Buy
+430
New +$30.7K ﹤0.01% 2346
2015
Q2 		– Sell
-420
Closed -$31K – 1485
2015
Q1 		$31K Hold
420
– – ﹤0.01% 2366
2014
Q4 		$34K Hold
420
– – ﹤0.01% 2259
2014
Q3 		$32K Hold
420
– – ﹤0.01% 2205
2014
Q2 		$39K Sell
420
-10
-2% -$887 ﹤0.01% 2040
2014
Q1 		$39K Buy
+430
New +$37K ﹤0.01% 1958

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 $535B AUM 26.23% 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

Creative Planning's CSR Position: Q1 2026 in Review

Creative Planning sold out of Centerspace (CSR) in Q1 2026, closing a stake of 3,463 shares — an estimated $231K sold.

Creative Planning first reported a position in CSR in Q1 2014 and held it in 20 quarters. The position peaked at $261K in Q3 2023. 226 funds tracked by Wall St. Rank hold CSR as of Q1 2026.

  • Creative Planning reported no remaining Centerspace position as of Q1 2026 after selling out during the quarter.
  • Creative Planning sold 3,463 Centerspace shares in Q1 2026, an estimated $231K.
  • Creative Planning first reported a position in Centerspace in Q1 2014 and held it in 20 quarters.
  • Creative Planning's Centerspace position peaked at $261K in Q3 2023.
  • 226 funds tracked by Wall St. Rank held Centerspace as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.