EverSource Wealth Advisors’s Centerspace CSR Stock Holding History

EverSource Wealth 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	$8.09K	Sell	144 -57	-28%	-$3.59K	﹤0.01%	3032
2026 Q1	$11.5K	Sell	201 -15	-7%	-$943	﹤0.01%	2838
2025 Q4	$14.4K	Buy	216 +3	+1%	+$189	﹤0.01%	2599
2025 Q3	$12.5K	Buy	213 +35	+20%	+$2.02K	﹤0.01%	2689
2025 Q2	$10.7K	Buy	178 +168	+1,680%	+$10.3K	﹤0.01%	2765
2025 Q1	$648	Buy	10 +3	+43%	+$189	﹤0.01%	3374
2024 Q4	$463	Buy	+7	New	+$492	﹤0.01%	3223
2023 Q4	–	Sell	-51	Closed	-$3.07K	–	2661
2023 Q3	$3.07K	Hold	51	–	–	﹤0.01%	1879
2023 Q2	$3.13K	Buy	+51	New	+$2.99K	﹤0.01%	1906
2022 Q4	–	Sell	-15	Closed	-$1K	–	2334
2022 Q3	$1K	Hold	15	–	–	﹤0.01%	1794
2022 Q2	$1K	Hold	15	–	–	﹤0.01%	1624
2022 Q1	$1K	Hold	15	–	–	﹤0.01%	1637
2021 Q4	$2K	Buy	+15	New	+$1.55K	﹤0.01%	1525

Other funds holding CSR

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

EverSource Wealth Advisors's CSR Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Centerspace (CSR) stake by 28% in Q2 2026, selling an estimated $3.59K and leaving 144 shares worth $8.09K. The position accounts for ﹤0.01% of the portfolio, ranked #3032.

EverSource Wealth Advisors first reported a position in CSR in Q4 2021 and has held it in 13 quarters since. The position peaked at $14.4K in Q4 2025. 203 funds tracked by Wall St. Rank hold CSR as of Q2 2026.

EverSource Wealth Advisors held 144 shares of Centerspace worth $8.09K as of Q2 2026.
EverSource Wealth Advisors sold 57 Centerspace shares in Q2 2026, an estimated $3.59K.
Centerspace made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3032 holding.
EverSource Wealth Advisors first reported a position in Centerspace in Q4 2021 and has held it in 13 quarters since.
EverSource Wealth Advisors's Centerspace position peaked at $14.4K in Q4 2025.
203 funds tracked by Wall St. Rank held Centerspace as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.