Rothschild Investment LLC’s Centerspace CSR Stock Holding History

Rothschild Investment LLC’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	$1.74K	Sell	31 -14	-31%	-$883	﹤0.01%	2808
2026 Q1	$2.58K	Hold	45	–	–	﹤0.01%	2430
2025 Q4	$3K	Sell	45 -615	-93%	-$38.6K	﹤0.01%	2164
2025 Q3	$38.9K	Buy	660 +38	+6%	+$2.2K	﹤0.01%	1071
2025 Q2	$37.4K	Sell	622 -10	-2%	-$613	﹤0.01%	852
2025 Q1	$40.9K	Buy	632 +10	+2%	+$630	﹤0.01%	827
2024 Q4	$41.1K	Sell	622 -5	-0.8%	-$352	﹤0.01%	823
2024 Q3	$44.2K	Buy	627 +10	+2%	+$719	﹤0.01%	803
2024 Q2	$41.7K	Hold	617	–	–	﹤0.01%	790
2024 Q1	$35.3K	Hold	617	–	–	﹤0.01%	802
2023 Q4	$35.9K	Buy	+617	New	+$33.7K	﹤0.01%	726

Other funds holding CSR

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

PFC

Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Rothschild Investment LLC's CSR Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Centerspace (CSR) stake by 31% in Q2 2026, selling an estimated $883 and leaving 31 shares worth $1.74K. The position accounts for ﹤0.01% of the portfolio, ranked #2808.

Rothschild Investment LLC first reported a position in CSR in Q4 2023 and has held it in 11 quarters since. The position peaked at $44.2K in Q3 2024. 89 funds tracked by Wall St. Rank hold CSR as of Q2 2026.

Rothschild Investment LLC held 31 shares of Centerspace worth $1.74K as of Q2 2026.
Rothschild Investment LLC sold 14 Centerspace shares in Q2 2026, an estimated $883.
Centerspace made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2808 holding.
Rothschild Investment LLC first reported a position in Centerspace in Q4 2023 and has held it in 11 quarters since.
Rothschild Investment LLC's Centerspace position peaked at $44.2K in Q3 2024.
89 funds tracked by Wall St. Rank held Centerspace as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.