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 Q3	$1.85K	Buy	34 +10	+42%	+$553	﹤0.01%	1711
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

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

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

DCBT

Dakota Community Bank & Trust Hebron, North Dakota $34.8M AUM 15.52% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

True Wealth Design's CSR Position: Q3 2026 in Review

True Wealth Design increased its Centerspace (CSR) stake by 42% in Q3 2026, buying an estimated $553 and bringing the position to 34 shares worth $1.85K. The position accounts for ﹤0.01% of the portfolio, ranked #1711.

True Wealth Design first reported a position in CSR in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.06K in Q3 2025. 19 funds tracked by Wall St. Rank hold CSR as of Q3 2026.

True Wealth Design held 34 shares of Centerspace worth $1.85K as of Q3 2026.
True Wealth Design bought 10 Centerspace shares in Q3 2026, an estimated $553.
Centerspace made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1711 holding.
True Wealth Design first reported a position in Centerspace in Q1 2025 and has held it in 7 quarters since.
True Wealth Design's Centerspace position peaked at $2.06K in Q3 2025.
19 funds tracked by Wall St. Rank held Centerspace as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.