Ulland Investment Advisors’s Centerspace CSR Stock Holding History

Ulland Investment Advisors’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	-500	Closed	-$29K	–	227
2026 Q1	$29K	Sell	500 -234	-32%	-$14.7K	0.02%	142
2025 Q4	$49K	Hold	734	–	–	0.04%	117
2025 Q3	$43K	Hold	734	–	–	0.03%	122
2025 Q2	$44K	Hold	734	–	–	0.03%	114
2025 Q1	$48K	Hold	734	–	–	0.04%	110
2024 Q4	$49K	Hold	734	–	–	0.03%	115
2024 Q3	$52K	Hold	734	–	–	0.04%	107
2024 Q2	$50K	Hold	734	–	–	0.03%	110
2024 Q1	$42K	Hold	734	–	–	0.03%	116
2023 Q4	$43K	Hold	734	–	–	0.04%	108
2023 Q3	$44K	Sell	734 -1,466	-67%	-$91.7K	0.05%	107
2023 Q2	$135K	Buy	+2,200	New	+$129K	0.14%	62

Other funds holding CSR

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

RCG

Rock Creek Group Washington, District of Columbia $994M AUM 11.29% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Ulland Investment Advisors's CSR Position: Q2 2026 in Review

Ulland Investment Advisors sold out of Centerspace (CSR) in Q2 2026, closing a stake of 500 shares — an estimated $29K sold.

Ulland Investment Advisors first reported a position in CSR in Q2 2023 and held it in 12 quarters. The position peaked at $135K in Q2 2023. 77 funds tracked by Wall St. Rank hold CSR as of Q2 2026.

Ulland Investment Advisors reported no remaining Centerspace position as of Q2 2026 after selling out during the quarter.
Ulland Investment Advisors sold 500 Centerspace shares in Q2 2026, an estimated $29K.
Ulland Investment Advisors first reported a position in Centerspace in Q2 2023 and held it in 12 quarters.
Ulland Investment Advisors's Centerspace position peaked at $135K in Q2 2023.
77 funds tracked by Wall St. Rank held Centerspace as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.