IA
CSR

IFP Advisors’s Centerspace CSR Stock Holding History

IFP 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 		$3.2K Buy
57
+2
+4% +$126 ﹤0.01% 4024
2026
Q1 		$3.16K Sell
55
-17
-24% -$1.07K ﹤0.01% 3780
2025
Q4 		$4.8K Sell
72
-23
-24% -$1.45K ﹤0.01% 3433
2025
Q3 		$5.6K Sell
95
-31
-25% -$1.79K ﹤0.01% 3192
2025
Q2 		$7.58K Buy
+126
New +$7.73K ﹤0.01% 3089

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

IFP Advisors's CSR Position: Q2 2026 in Review

IFP Advisors increased its Centerspace (CSR) stake by 3.6% in Q2 2026, buying an estimated $126 and bringing the position to 57 shares worth $3.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4024.

IFP Advisors first reported a position in CSR in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.58K in Q2 2025. 203 funds tracked by Wall St. Rank hold CSR as of Q2 2026.

  • IFP Advisors held 57 shares of Centerspace worth $3.2K as of Q2 2026.
  • IFP Advisors bought 2 Centerspace shares in Q2 2026, an estimated $126.
  • Centerspace made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4024 holding.
  • IFP Advisors first reported a position in Centerspace in Q2 2025 and has held it in 5 quarters since.
  • IFP Advisors's Centerspace position peaked at $7.58K in Q2 2025.
  • 203 funds tracked by Wall St. Rank held Centerspace as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.