MPWT
CSR

MassMutual Private Wealth & Trust’s Centerspace CSR Stock Holding History

MassMutual Private Wealth & Trust’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
Q3 		– Sell
-12
Closed -$722 – 2390
2025
Q2 		$722 Sell
12
-10
-45% -$613 ﹤0.01% 2185
2025
Q1 		$1.43K Buy
+22
New +$1.39K ﹤0.01% 2024
2022
Q3 		– Sell
-15
Closed -$1K – 1649
2022
Q2 		$1K Hold
15
– – ﹤0.01% 1279
2022
Q1 		$1K Hold
15
– – ﹤0.01% 1294
2021
Q4 		$2K Hold
15
– – ﹤0.01% 1078
2021
Q3 		$1K Hold
15
– – ﹤0.01% 1155
2021
Q2 		$1K Hold
15
– – ﹤0.01% 1119
2021
Q1 		$1K Hold
15
– – ﹤0.01% 949
2020
Q4 		$1K Hold
15
– – ﹤0.01% 832
2020
Q3 		$1K Hold
15
– – ﹤0.01% 702
2020
Q2 		$1K Hold
15
– – ﹤0.01% 682
2020
Q1 		$1K Hold
15
– – ﹤0.01% 636
2019
Q4 		$1K Hold
15
– – ﹤0.01% 763
2019
Q3 		$1K Hold
15
– – ﹤0.01% 806
2019
Q2 		$1K Hold
15
– – ﹤0.01% 726
2019
Q1 		$899 Sell
15
-1
-6% -$58 ﹤0.01% 805
2018
Q4 		$780 Hold
16
– – ﹤0.01% 916
2018
Q3 		$951 Sell
16
-5
-24% -$275 ﹤0.01% 900
2018
Q2 		$1.16K Buy
+21
New +$1.15K ﹤0.01% 976
2016
Q2 		– Sell
-1,000
Closed -$72.6K – 842
2016
Q1 		$72.6K Buy
+1,000
New +$65.6K 0.01% 348

Other funds holding CSR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
LBIM
Land & Buildings Investment Management Stamford, Connecticut $591M AUM 10.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return