CX Institutional’s Centerspace CSR Stock Holding History

CX Institutional’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	-70	Closed	-$5K	–	1574
2025 Q4	$5K	Buy	+70	New	+$4.4K	﹤0.01%	1265
2022 Q3	–	Sell	-16	Closed	-$1K	–	600
2022 Q2	$1K	Buy	+16	New	+$1.4K	﹤0.01%	1127

Other funds holding CSR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CX Institutional's CSR Position: Q1 2026 in Review

CX Institutional sold out of Centerspace (CSR) in Q1 2026, closing a stake of 70 shares — an estimated $5K sold.

CX Institutional first reported a position in CSR in Q2 2022 and held it in 2 quarters. The position peaked at $5K in Q4 2025. 226 funds tracked by Wall St. Rank hold CSR as of Q1 2026.

CX Institutional reported no remaining Centerspace position as of Q1 2026 after selling out during the quarter.
CX Institutional sold 70 Centerspace shares in Q1 2026, an estimated $5K.
CX Institutional first reported a position in Centerspace in Q2 2022 and held it in 2 quarters.
CX Institutional's Centerspace position peaked at $5K in Q4 2025.
226 funds tracked by Wall St. Rank held Centerspace as of Q1 2026.

Based on CX Institutional's 13F filing for Q1 2026, filed 6 Apr 2026.