LPL Financial’s Centerspace CSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $397K | Sell |
7,062
-3,923
| -36% | -$247K | ﹤0.01% | 5232 |
|
|
2026
Q1 | $631K | Buy |
10,985
+1,603
| +17% | +$101K | ﹤0.01% | 4560 |
|
|
2025
Q4 | $626K | Buy |
9,382
+3,401
| +57% | +$214K | ﹤0.01% | 4514 |
|
|
2025
Q3 | $352K | Buy |
+5,981
| New | +$346K | ﹤0.01% | 4917 |
|
|
2025
Q2 | – | Sell |
-3,258
| Closed | -$211K | – | 5581 |
|
|
2025
Q1 | $211K | Sell |
3,258
-2,196
| -40% | -$138K | ﹤0.01% | 4837 |
|
|
2024
Q4 | $361K | Buy |
5,454
+1,654
| +44% | +$116K | ﹤0.01% | 4363 |
|
|
2024
Q3 | $268K | Buy |
3,800
+610
| +19% | +$43.9K | ﹤0.01% | 4524 |
|
|
2024
Q2 | $216K | Buy |
+3,190
| New | +$210K | ﹤0.01% | 4508 |
|
|
2024
Q1 | – | Sell |
-11,590
| Closed | -$675K | – | 4941 |
|
|
2023
Q4 | $675K | Buy |
11,590
+298
| +3% | +$16.3K | ﹤0.01% | 3411 |
|
|
2023
Q3 | $680K | Buy |
11,292
+333
| +3% | +$20.8K | ﹤0.01% | 3239 |
|
|
2023
Q2 | $672K | Buy |
10,959
+427
| +4% | +$25K | ﹤0.01% | 3194 |
|
|
2023
Q1 | $575K | Sell |
10,532
-1,016
| -9% | -$62.7K | ﹤0.01% | 3208 |
|
|
2022
Q4 | $678K | Sell |
11,548
-409
| -3% | -$26.4K | ﹤0.01% | 2985 |
|
|
2022
Q3 | $805K | Sell |
11,957
-9
| -0.1% | -$715 | ﹤0.01% | 2708 |
|
|
2022
Q2 | $976K | Sell |
11,966
-184
| -2% | -$16.1K | ﹤0.01% | 2593 |
|
|
2022
Q1 | $1.19M | Sell |
12,150
-473
| -4% | -$46K | ﹤0.01% | 2462 |
|
|
2021
Q4 | $1.4M | Sell |
12,623
-1,348
| -10% | -$139K | ﹤0.01% | 2377 |
|
|
2021
Q3 | $1.32M | Sell |
13,971
-259
| -2% | -$24.4K | ﹤0.01% | 2393 |
|
|
2021
Q2 | $1.12M | Buy |
14,230
+2,400
| +20% | +$173K | ﹤0.01% | 2467 |
|
|
2021
Q1 | $804K | Sell |
11,830
-83
| -0.7% | -$5.92K | ﹤0.01% | 2599 |
|
|
2020
Q4 | $842K | Buy |
11,913
+120
| +1% | +$8.44K | ﹤0.01% | 2322 |
|
|
2020
Q3 | $769K | Buy |
11,793
+4,283
| +57% | +$300K | ﹤0.01% | 2132 |
|
|
2020
Q2 | $529K | Buy |
7,510
+763
| +11% | +$48.8K | ﹤0.01% | 2336 |
|
|
2020
Q1 | $371K | Sell |
6,747
-128
| -2% | -$9.17K | ﹤0.01% | 2313 |
|
|
2019
Q4 | $498K | Sell |
6,875
-6,804
| -50% | -$508K | ﹤0.01% | 2374 |
|
|
2019
Q3 | $1.02M | Buy |
13,679
+3,500
| +34% | +$234K | ﹤0.01% | 1722 |
|
|
2019
Q2 | $597K | Sell |
10,179
-6,290
| -38% | -$375K | ﹤0.01% | 2136 |
|
|
2019
Q1 | $987K | Sell |
16,469
-285
| -2% | -$16.6K | ﹤0.01% | 1657 |
|
|
2018
Q4 | $822K | Sell |
16,754
-725
| -4% | -$38.7K | ﹤0.01% | 1684 |
|
|
2018
Q3 | $1.04M | Sell |
17,479
-3,710
| -18% | -$204K | ﹤0.01% | 1651 |
|
|
2018
Q2 | $1.17M | Sell |
21,189
-29,688
| -58% | -$1.62M | ﹤0.01% | 1515 |
|
|
2018
Q1 | $2.64M | Sell |
50,877
-2,042
| -4% | -$107K | 0.01% | 961 |
|
|
2017
Q4 | $3.01M | Buy |
52,919
+50,676
| +2,259% | +$3.01M | 0.01% | 859 |
|
|
2017
Q3 | $137K | Sell |
2,243
-9
| -0.4% | -$552 | ﹤0.01% | 2741 |
|
|
2017
Q2 | $140K | Sell |
2,252
-6
| -0.3% | -$362 | ﹤0.01% | 2669 |
|
|
2017
Q1 | $139K | Sell |
2,258
-1,176
| -34% | -$75.6K | ﹤0.01% | 2564 |
|
|
2016
Q4 | $246K | Buy |
3,434
+299
| +10% | +$19K | ﹤0.01% | 2324 |
|
|
2016
Q3 | $185K | Buy |
3,135
+12
| +0.4% | +$765 | ﹤0.01% | 2426 |
|
|
2016
Q2 | $197K | Sell |
3,123
-2,683
| -46% | -$174K | ﹤0.01% | 2392 |
|
|
2016
Q1 | $416K | Sell |
5,806
-379
| -6% | -$24.9K | ﹤0.01% | 2282 |
|
|
2015
Q4 | $427K | Buy |
6,185
+3,102
| +101% | +$241K | ﹤0.01% | 2300 |
|
|
2015
Q3 | $238K | Buy |
3,083
+152
| +5% | +$10.9K | ﹤0.01% | 2389 |
|
|
2015
Q2 | $212K | Buy |
2,931
+303
| +12% | +$21.9K | ﹤0.01% | 2581 |
|
|
2015
Q1 | $192K | Buy |
2,628
+2
| +0.1% | +$158 | ﹤0.01% | 2568 |
|
|
2014
Q4 | $215K | Sell |
2,626
-308
| -10% | -$25.1K | ﹤0.01% | 2450 |
|
|
2014
Q3 | $224K | Buy |
2,934
+852
| +41% | +$71.5K | ﹤0.01% | 2366 |
|
|
2014
Q2 | $192K | Buy |
2,082
+151
| +8% | +$13.4K | ﹤0.01% | 2502 |
|
|
2014
Q1 | $173K | Buy |
1,931
+702
| +57% | +$60.4K | ﹤0.01% | 2485 |
|
|
2013
Q4 | $105K | Buy |
+1,229
| New | +$106K | ﹤0.01% | 2558 |
|
Other funds holding CSR
VC
SAM
NAMI
LPL Financial's CSR Position: Q2 2026 in Review
LPL Financial reduced its Centerspace (CSR) stake by 36% in Q2 2026, selling an estimated $247K and leaving 7,062 shares worth $397K. The position accounts for ﹤0.01% of the portfolio, ranked #5232.
LPL Financial first reported a position in CSR in Q4 2013 and has held it in 49 quarters since. The position peaked at $3.01M in Q4 2017. 203 funds tracked by Wall St. Rank hold CSR as of Q2 2026.
- LPL Financial held 7,062 shares of Centerspace worth $397K as of Q2 2026.
- LPL Financial sold 3,923 Centerspace shares in Q2 2026, an estimated $247K.
- Centerspace made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5232 holding.
- LPL Financial first reported a position in Centerspace in Q4 2013 and has held it in 49 quarters since.
- LPL Financial's Centerspace position peaked at $3.01M in Q4 2017.
- 203 funds tracked by Wall St. Rank held Centerspace as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.