DA
CSR

Doliver Advisors’s Centerspace CSR Stock Holding History

Doliver 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 		$308K Sell
5,480
-300
-5% -$18.9K 0.07% 161
2026
Q1 		$332K Sell
5,780
-150
-3% -$9.43K 0.08% 144
2025
Q4 		$396K Buy
5,930
+170
+3% +$10.7K 0.1% 128
2025
Q3 		$339K Buy
+5,760
New +$333K 0.09% 141

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

Doliver Advisors's CSR Position: Q2 2026 in Review

Doliver Advisors reduced its Centerspace (CSR) stake by 5.2% in Q2 2026, selling an estimated $18.9K and leaving 5,480 shares worth $308K. The position accounts for 0.07% of the portfolio, ranked #161.

Doliver Advisors first reported a position in CSR in Q3 2025 and has held it in 4 quarters since. The position peaked at $396K in Q4 2025. 203 funds tracked by Wall St. Rank hold CSR as of Q2 2026.

  • Doliver Advisors held 5,480 shares of Centerspace worth $308K as of Q2 2026.
  • Doliver Advisors sold 300 Centerspace shares in Q2 2026, an estimated $18.9K.
  • Centerspace made up 0.07% of Doliver Advisors's portfolio in Q2 2026, its #161 holding.
  • Doliver Advisors first reported a position in Centerspace in Q3 2025 and has held it in 4 quarters since.
  • Doliver Advisors's Centerspace position peaked at $396K in Q4 2025.
  • 203 funds tracked by Wall St. Rank held Centerspace as of Q2 2026.

Based on Doliver Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.