TWD
CSR

True Wealth Design’s Centerspace CSR Stock Holding History

True Wealth Design’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 		$1.35K Sell
24
-3
-11% -$189 ﹤0.01% 1869
2026
Q1 		$1.55K Sell
27
-3
-10% -$189 ﹤0.01% 1638
2025
Q4 		$2K Sell
30
-5
-14% -$314 ﹤0.01% 1452
2025
Q3 		$2.06K Buy
35
+28
+400% +$1.62K ﹤0.01% 1443
2025
Q2 		$422 Hold
7
– – ﹤0.01% 1810
2025
Q1 		$454 Buy
+7
New +$441 ﹤0.01% 1575

Other funds holding CSR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

True Wealth Design's CSR Position: Q2 2026 in Review

True Wealth Design reduced its Centerspace (CSR) stake by 11% in Q2 2026, selling an estimated $189 and leaving 24 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #1869.

True Wealth Design first reported a position in CSR in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.06K in Q3 2025. 203 funds tracked by Wall St. Rank hold CSR as of Q2 2026.

  • True Wealth Design held 24 shares of Centerspace worth $1.35K as of Q2 2026.
  • True Wealth Design sold 3 Centerspace shares in Q2 2026, an estimated $189.
  • Centerspace made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1869 holding.
  • True Wealth Design first reported a position in Centerspace in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's Centerspace position peaked at $2.06K in Q3 2025.
  • 203 funds tracked by Wall St. Rank held Centerspace as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.