Lindbrook Capital’s Centerspace CSR Stock Holding History

Lindbrook Capital’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 Q1	$518	Buy	+8	New	+$504	﹤0.01%	2613
2023 Q4	–	Sell	-8	Closed	-$482	–	2720
2023 Q3	$482	Hold	8	–	–	﹤0.01%	2546
2023 Q2	$491	Hold	8	–	–	﹤0.01%	2518
2023 Q1	$437	Buy	+8	New	+$493	﹤0.01%	2633
2022 Q4	–	Sell	-16	Closed	-$1K	–	2864
2022 Q3	$1K	Buy	+16	New	+$1.27K	﹤0.01%	2282
2022 Q2	–	Sell	-6	Closed	-$526	–	2529
2022 Q1	$1K	Buy	+6	New	+$583	﹤0.01%	2197

Other funds holding CSR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SAM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lindbrook Capital's CSR Position: Q1 2025 in Review

Lindbrook Capital opened a new position in Centerspace (CSR) in Q1 2025: 8 shares worth $518. The stake represents ﹤0.01% of the portfolio and ranks #2613 among its holdings. This is a return to the name: Lindbrook Capital previously reported a position in CSR as recently as Q3 2023.

Lindbrook Capital first reported a position in CSR in Q1 2022 and has held it in 6 quarters since. The position peaked at $1K in Q3 2022. 205 funds tracked by Wall St. Rank hold CSR as of Q1 2025.

Lindbrook Capital held 8 shares of Centerspace worth $518 as of Q1 2025.
Centerspace was a new Lindbrook Capital position in Q1 2025.
Centerspace made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2613 holding.
Lindbrook Capital first reported a position in Centerspace in Q1 2022 and has held it in 6 quarters since.
Lindbrook Capital's Centerspace position peaked at $1K in Q3 2022.
205 funds tracked by Wall St. Rank held Centerspace as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.