Evercore Wealth Management’s Centerspace CSR Stock Holding History

Evercore Wealth Management’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	$2.63M	Sell	45,781 -753	-2%	-$47.3K	0.04%	137
2025 Q4	$3.1M	Sell	46,534 -237	-0.5%	-$14.9K	0.05%	129
2025 Q3	$2.75M	Hold	46,771	–	–	0.04%	136
2025 Q2	$2.82M	Hold	46,771	–	–	0.04%	133
2025 Q1	$3.03M	Hold	46,771	–	–	0.05%	131
2024 Q4	$3.09M	Hold	46,771	–	–	0.05%	129
2024 Q3	$3.3M	Sell	46,771 -665	-1%	-$47.8K	0.05%	125
2024 Q2	$3.21M	Sell	47,436 -405	-0.8%	-$26.7K	0.05%	124
2024 Q1	$2.73M	Hold	47,841	–	–	0.04%	141
2023 Q4	$2.78M	Hold	47,841	–	–	0.05%	137
2023 Q3	$2.88M	Hold	47,841	–	–	0.05%	125
2023 Q2	$2.94M	Hold	47,841	–	–	0.05%	128
2023 Q1	$2.61M	Hold	47,841	–	–	0.05%	132
2022 Q4	$2.81M	Hold	47,841	–	–	0.06%	124
2022 Q3	$3.22M	Hold	47,841	–	–	0.07%	108
2022 Q2	$3.9M	Hold	47,841	–	–	0.08%	103
2022 Q1	$4.69M	Hold	47,841	–	–	0.08%	103
2021 Q4	$5.31M	Sell	47,841 -128	-0.3%	-$13.2K	0.09%	104
2021 Q3	$4.53M	Sell	47,969 -1,242	-3%	-$117K	0.08%	110
2021 Q2	$3.88M	Sell	49,211 -200	-0.4%	-$14.4K	0.07%	120
2021 Q1	$3.36M	Hold	49,411	–	–	0.07%	127
2020 Q4	$3.49M	Sell	49,411 -1,851	-4%	-$130K	0.08%	120
2020 Q3	$3.34M	Sell	51,262 -388	-0.8%	-$27.2K	0.08%	108
2020 Q2	$3.64M	Hold	51,650	–	–	0.1%	96
2020 Q1	$2.84M	Hold	51,650	–	–	0.09%	105
2019 Q4	$3.75M	Sell	51,650 -500	-1%	-$37.3K	0.1%	111
2019 Q3	$3.89M	Sell	52,150 -500	-0.9%	-$33.4K	0.11%	106
2019 Q2	$3.09M	Sell	52,650 -442	-0.8%	-$26.3K	0.09%	120
2019 Q1	$3.18M	Sell	53,092 -1	-0%	-$58	0.1%	108
2018 Q4	$2.6M	Hold	53,093	–	–	0.1%	112
2018 Q3	$3.17M	Buy	53,093 +5,284	+11%	+$291K	0.1%	112
2018 Q2	$2.64M	Sell	47,809 -5,284	-10%	-$288K	0.09%	117
2018 Q1	$2.76M	Hold	53,093	–	–	0.11%	108
2017 Q4	$3.02M	Hold	53,093	–	–	0.11%	104
2017 Q3	$3.24M	Hold	53,093	–	–	0.13%	103
2017 Q2	$3.3M	Buy	+53,093	New	+$3.2M	0.13%	101

Other funds holding CSR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Evercore Wealth Management's CSR Position: Q1 2026 in Review

Evercore Wealth Management reduced its Centerspace (CSR) stake by 1.6% in Q1 2026, selling an estimated $47.3K and leaving 45,781 shares worth $2.63M. The position accounts for 0.04% of the portfolio, ranked #137.

Evercore Wealth Management first reported a position in CSR in Q2 2017 and has held it in 36 quarters since. The position peaked at $5.31M in Q4 2021. 226 funds tracked by Wall St. Rank hold CSR as of Q1 2026.

Evercore Wealth Management held 45,781 shares of Centerspace worth $2.63M as of Q1 2026.
Evercore Wealth Management sold 753 Centerspace shares in Q1 2026, an estimated $47.3K.
Centerspace made up 0.04% of Evercore Wealth Management's portfolio in Q1 2026, its #137 holding.
Evercore Wealth Management first reported a position in Centerspace in Q2 2017 and has held it in 36 quarters since.
Evercore Wealth Management's Centerspace position peaked at $5.31M in Q4 2021.
226 funds tracked by Wall St. Rank held Centerspace as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.