JWM
CSR

JPL Wealth Management’s Centerspace CSR Stock Holding History

JPL 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 		$1.41K Hold
25
– – ﹤0.01% 1204
2026
Q1 		$1.44K Buy
+25
New +$1.57K ﹤0.01% 1079
2025
Q4 		– Sell
-25
Closed -$1.47K – 341
2025
Q3 		$1.47K Buy
+25
New +$1.45K ﹤0.01% 936

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

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

JPL Wealth Management held its Centerspace (CSR) position steady in Q2 2026 at 25 shares worth $1.41K. The position accounts for ﹤0.01% of the portfolio, ranked #1204.

JPL Wealth Management first reported a position in CSR in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.47K in Q3 2025. 203 funds tracked by Wall St. Rank hold CSR as of Q2 2026.

  • JPL Wealth Management held 25 shares of Centerspace worth $1.41K as of Q2 2026.
  • JPL Wealth Management left its Centerspace share count unchanged in Q2 2026.
  • Centerspace made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1204 holding.
  • JPL Wealth Management first reported a position in Centerspace in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Centerspace position peaked at $1.47K in Q3 2025.
  • 203 funds tracked by Wall St. Rank held Centerspace as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.