RFP
CSR

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
Q1 		$1.9K Buy
+33
New +$2.08K ﹤0.01% 2340

Other funds holding CSR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Root Financial Partners's CSR Position: Q1 2026 in Review

Root Financial Partners opened a new position in Centerspace (CSR) in Q1 2026: 33 shares worth $1.9K. The stake represents ﹤0.01% of the portfolio and ranks #2340 among its holdings.

226 funds tracked by Wall St. Rank hold CSR as of Q1 2026.

  • Root Financial Partners held 33 shares of Centerspace worth $1.9K as of Q1 2026.
  • Centerspace was a new Root Financial Partners position in Q1 2026.
  • Centerspace made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2340 holding.
  • 226 funds tracked by Wall St. Rank held Centerspace as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.