Private Wealth Management Group’s Centerspace CSR Stock Holding History

Private Wealth Management Group’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	$1.91K	Buy	+34	New	+$2.14K	﹤0.01%	1177
2025 Q3	–	Sell	-14	Closed	-$843	–	1494
2025 Q2	$843	Hold	14	–	–	﹤0.01%	1317
2025 Q1	$907	Hold	14	–	–	﹤0.01%	1294
2024 Q4	$927	Hold	14	–	–	﹤0.01%	1318
2024 Q3	$987	Hold	14	–	–	﹤0.01%	1287
2024 Q2	$947	Hold	14	–	–	﹤0.01%	1303
2024 Q1	$800	Hold	14	–	–	﹤0.01%	1335
2023 Q4	$815	Buy	+14	New	+$764	﹤0.01%	1346

Other funds holding CSR

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return

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

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Private Wealth Management Group's CSR Position: Q2 2026 in Review

Private Wealth Management Group opened a new position in Centerspace (CSR) in Q2 2026: 34 shares worth $1.91K. The stake represents ﹤0.01% of the portfolio and ranks #1177 among its holdings. This is a return to the name: Private Wealth Management Group previously reported a position in CSR as recently as Q2 2025.

Private Wealth Management Group first reported a position in CSR in Q4 2023 and has held it in 8 quarters since. 219 funds tracked by Wall St. Rank hold CSR as of Q2 2026.

Private Wealth Management Group held 34 shares of Centerspace worth $1.91K as of Q2 2026.
Centerspace was a new Private Wealth Management Group position in Q2 2026.
Centerspace made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1177 holding.
Private Wealth Management Group first reported a position in Centerspace in Q4 2023 and has held it in 8 quarters since.
219 funds tracked by Wall St. Rank held Centerspace as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.