PWMG
CSR

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
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
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