GWM
CSR icon

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
Q3 		$164 Hold
3
– – ﹤0.01% 1188
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

AHL
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
CS
Capital Square Chattanooga, Tennessee $227M AUM 12.51% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
Wealth Enhancement Trust Services
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $218M AUM 37.48% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $465M AUM 31.11% 1-Year Est. Return

Gilpin Wealth Management's CSR Position: Q3 2026 in Review

Gilpin Wealth Management held its Centerspace (CSR) position steady in Q3 2026 at 3 shares worth $164. The position accounts for ﹤0.01% of the portfolio, ranked #1188.

Gilpin Wealth Management first reported a position in CSR in Q4 2025 and has held it in 3 quarters since. The position peaked at $169 in Q2 2026. 22 funds tracked by Wall St. Rank hold CSR as of Q3 2026.

  • Gilpin Wealth Management held 3 shares of Centerspace worth $164 as of Q3 2026.
  • Gilpin Wealth Management left its Centerspace share count unchanged in Q3 2026.
  • Centerspace made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1188 holding.
  • Gilpin Wealth Management first reported a position in Centerspace in Q4 2025 and has held it in 3 quarters since.
  • Gilpin Wealth Management's Centerspace position peaked at $169 in Q2 2026.
  • 22 funds tracked by Wall St. Rank held Centerspace as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.