IWC
CSR

Integrated Wealth Concepts’s Centerspace CSR Stock Holding History

Integrated Wealth Concepts’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 		$35.2K Buy
+627
New +$39.5K ﹤0.01% 3645

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

Integrated Wealth Concepts's CSR Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Centerspace (CSR) in Q2 2026: 627 shares worth $35.2K. The stake represents ﹤0.01% of the portfolio and ranks #3645 among its holdings.

218 funds tracked by Wall St. Rank hold CSR as of Q2 2026.

  • Integrated Wealth Concepts held 627 shares of Centerspace worth $35.2K as of Q2 2026.
  • Centerspace was a new Integrated Wealth Concepts position in Q2 2026.
  • Centerspace made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3645 holding.
  • 218 funds tracked by Wall St. Rank held Centerspace as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.