WETS
CSR

Wealth Enhancement Trust Services’s Centerspace CSR Stock Holding History

Wealth Enhancement Trust Services’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 		$217K Sell
3,857
-3
-0.1% -$189 0.02% 280
2026
Q1 		$222K Hold
3,860
– – 0.03% 269
2025
Q4 		$258K Buy
+3,860
New +$243K 0.03% 241

Other funds holding CSR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Diamond Hill Capital Management
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
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Wealth Enhancement Trust Services's CSR Position: Q2 2026 in Review

Wealth Enhancement Trust Services reduced its Centerspace (CSR) stake by 0.08% in Q2 2026, selling an estimated $189 and leaving 3,857 shares worth $217K. The position accounts for 0.02% of the portfolio, ranked #280.

Wealth Enhancement Trust Services first reported a position in CSR in Q4 2025 and has held it in 3 quarters since. The position peaked at $258K in Q4 2025. 126 funds tracked by Wall St. Rank hold CSR as of Q2 2026.

  • Wealth Enhancement Trust Services held 3,857 shares of Centerspace worth $217K as of Q2 2026.
  • Wealth Enhancement Trust Services sold 3 Centerspace shares in Q2 2026, an estimated $189.
  • Centerspace made up 0.02% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #280 holding.
  • Wealth Enhancement Trust Services first reported a position in Centerspace in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Centerspace position peaked at $258K in Q4 2025.
  • 126 funds tracked by Wall St. Rank held Centerspace as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.