Horst & Graben Wealth Management’s Centerspace CSR Stock Holding History

Horst & Graben 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
2025 Q2	–	Sell	-6,045	Closed	-$391K	–	176
2025 Q1	$391K	Hold	6,045	–	–	0.07%	110
2024 Q4	$400K	Hold	6,045	–	–	0.07%	103
2024 Q3	$426K	Hold	6,045	–	–	0.08%	96
2024 Q2	$409K	Hold	6,045	–	–	0.08%	94
2024 Q1	$345K	Hold	6,045	–	–	0.07%	101
2023 Q4	$352K	Hold	6,045	–	–	0.08%	96
2023 Q3	$364K	Hold	6,045	–	–	0.09%	95
2023 Q2	$371K	Hold	6,045	–	–	0.09%	87
2023 Q1	$330K	Hold	6,045	–	–	0.08%	92
2022 Q4	$355K	Hold	6,045	–	–	0.09%	93
2022 Q3	$407K	Hold	6,045	–	–	0.12%	83
2022 Q2	$493K	Hold	6,045	–	–	0.13%	79
2022 Q1	$593K	Hold	6,045	–	–	0.14%	71
2021 Q4	$670K	Buy	6,045 +45	+0.8%	+$4.65K	0.17%	64
2021 Q3	$567K	Hold	6,000	–	–	0.16%	72
2021 Q2	$473K	Hold	6,000	–	–	0.13%	81
2021 Q1	$408K	Hold	6,000	–	–	0.13%	89
2020 Q4	$424K	Hold	6,000	–	–	0.15%	78
2020 Q3	$391K	Hold	6,000	–	–	0.15%	75
2020 Q2	$423K	Hold	6,000	–	–	0.19%	62
2020 Q1	$330K	Buy	+6,000	New	+$430K	0.17%	67

Other funds holding CSR

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management

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

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Land & Buildings Investment Management Stamford, Connecticut $591M AUM 10.19% 1-Year Est. Return

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return