PMFA
CSR

Plante Moran Financial Advisors’s Centerspace CSR Stock Holding History

Plante Moran Financial Advisors’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 		$112 Buy
+2
New +$126 ﹤0.01% 1538
2022
Q4 		– Sell
-280
Closed -$19K – 885
2022
Q3 		$19K Buy
+280
New +$22.2K ﹤0.01% 470

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

Plante Moran Financial Advisors's CSR Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Centerspace (CSR) in Q2 2026: 2 shares worth $112. The stake represents ﹤0.01% of the portfolio and ranks #1538 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in CSR as recently as Q3 2022.

Plante Moran Financial Advisors first reported a position in CSR in Q3 2022 and has held it in 2 quarters since. The position peaked at $19K in Q3 2022. 219 funds tracked by Wall St. Rank hold CSR as of Q2 2026.

  • Plante Moran Financial Advisors held 2 shares of Centerspace worth $112 as of Q2 2026.
  • Centerspace was a new Plante Moran Financial Advisors position in Q2 2026.
  • Centerspace made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1538 holding.
  • Plante Moran Financial Advisors first reported a position in Centerspace in Q3 2022 and has held it in 2 quarters since.
  • Plante Moran Financial Advisors's Centerspace position peaked at $19K in Q3 2022.
  • 219 funds tracked by Wall St. Rank held Centerspace as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.