GWM
CSR

Gilpin Wealth Management’s Centerspace CSR Stock Holding History

Gilpin 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
Q2 		$169 Buy
+3
New +$189 ﹤0.01% 947
2026
Q1 		– Sell
-1
Closed -$67 – 1013
2025
Q4 		$67 Buy
+1
New +$63 ﹤0.01% 909

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Gilpin Wealth Management's CSR Position: Q2 2026 in Review

Gilpin Wealth Management opened a new position in Centerspace (CSR) in Q2 2026: 3 shares worth $169. The stake represents ﹤0.01% of the portfolio and ranks #947 among its holdings. This is a return to the name: Gilpin Wealth Management previously reported a position in CSR as recently as Q4 2025.

Gilpin Wealth Management first reported a position in CSR in Q4 2025 and has held it in 2 quarters since. 219 funds tracked by Wall St. Rank hold CSR as of Q2 2026.

  • Gilpin Wealth Management held 3 shares of Centerspace worth $169 as of Q2 2026.
  • Centerspace was a new Gilpin Wealth Management position in Q2 2026.
  • Centerspace made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #947 holding.
  • Gilpin Wealth Management first reported a position in Centerspace in Q4 2025 and has held it in 2 quarters since.
  • 219 funds tracked by Wall St. Rank held Centerspace as of Q2 2026.

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