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 Q3	–	Sell	-34	Closed	-$1.91K	–	1516
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

AHL

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

PDN

Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return

Capital Square Chattanooga, Tennessee $227M AUM 12.51% 1-Year Est. Return

Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

WWM

Wolff Wiese Magana Carslbad, California $218M AUM 37.48% 1-Year Est. Return

HNB

Hilltop National Bank Casper, Wyoming $465M AUM 31.11% 1-Year Est. Return

Private Wealth Management Group's CSR Position: Q3 2026 in Review

Private Wealth Management Group sold out of Centerspace (CSR) in Q3 2026, closing a stake of 34 shares — an estimated $1.91K sold.

Private Wealth Management Group first reported a position in CSR in Q4 2023 and held it in 8 quarters. The position peaked at $1.91K in Q2 2026. 22 funds tracked by Wall St. Rank hold CSR as of Q3 2026.

Private Wealth Management Group reported no remaining Centerspace position as of Q3 2026 after selling out during the quarter.
Private Wealth Management Group sold 34 Centerspace shares in Q3 2026, an estimated $1.91K.
Private Wealth Management Group first reported a position in Centerspace in Q4 2023 and held it in 8 quarters.
Private Wealth Management Group's Centerspace position peaked at $1.91K in Q2 2026.
22 funds tracked by Wall St. Rank held Centerspace as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.