Root Financial Partners’s Centerspace CSR Stock Holding History

Root Financial Partners’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	–	Sell	-33	Closed	-$1.9K	–	1033
2026 Q1	$1.9K	Buy	+33	New	+$2.08K	﹤0.01%	2340

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

Root Financial Partners's CSR Position: Q2 2026 in Review

Root Financial Partners sold out of Centerspace (CSR) in Q2 2026, closing a stake of 33 shares — an estimated $1.9K sold.

Root Financial Partners first reported a position in CSR in Q1 2026 and held it in 1 quarter. The position peaked at $1.9K in Q1 2026. 218 funds tracked by Wall St. Rank hold CSR as of Q2 2026.

Root Financial Partners reported no remaining Centerspace position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 33 Centerspace shares in Q2 2026, an estimated $1.9K.
Root Financial Partners first reported a position in Centerspace in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Centerspace position peaked at $1.9K in Q1 2026.
218 funds tracked by Wall St. Rank held Centerspace as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.