Curated Wealth Partners’s Centerspace CSR Stock Holding History

Curated Wealth 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	$15.7K	Buy	+15,000	New	+$946K	﹤0.01%	801

Other funds holding CSR

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM

Pensionfund Sabic Sittard, Netherlands $93.5M AUM 26.49% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return