VAM
CSR

Vert Asset Management’s Centerspace CSR Stock Holding History

Vert Asset Management’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 		$435K Buy
7,738
+403
+5% +$25.4K 0.12% 41
2026
Q1 		$421K Hold
7,335
– – 0.13% 41
2025
Q4 		$489K Buy
7,335
+523
+8% +$32.9K 0.16% 42
2025
Q3 		$401K Buy
6,812
+436
+7% +$25.2K 0.13% 43
2025
Q2 		$384K Buy
6,376
+372
+6% +$22.8K 0.14% 43
2025
Q1 		$389K Hold
6,004
– – 0.13% 43
2024
Q4 		$397K Buy
6,004
+1,295
+28% +$91K 0.14% 41
2024
Q3 		$332K Buy
4,709
+16
+0.3% +$1.15K 0.11% 41
2024
Q2 		$317K Buy
+4,693
New +$309K 0.13% 40

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

Vert Asset Management's CSR Position: Q2 2026 in Review

Vert Asset Management increased its Centerspace (CSR) stake by 5.5% in Q2 2026, buying an estimated $25.4K and bringing the position to 7,738 shares worth $435K. The position accounts for 0.12% of the portfolio, ranked #41.

Vert Asset Management first reported a position in CSR in Q2 2024 and has held it in 9 quarters since. The position peaked at $489K in Q4 2025. 203 funds tracked by Wall St. Rank hold CSR as of Q2 2026.

  • Vert Asset Management held 7,738 shares of Centerspace worth $435K as of Q2 2026.
  • Vert Asset Management bought 403 Centerspace shares in Q2 2026, an estimated $25.4K.
  • Centerspace made up 0.12% of Vert Asset Management's portfolio in Q2 2026, its #41 holding.
  • Vert Asset Management first reported a position in Centerspace in Q2 2024 and has held it in 9 quarters since.
  • Vert Asset Management's Centerspace position peaked at $489K in Q4 2025.
  • 203 funds tracked by Wall St. Rank held Centerspace as of Q2 2026.

Based on Vert Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.