WCM
CSR

Wealthcare Capital Management’s Centerspace CSR Stock Holding History

Wealthcare Capital 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
2021
Q2 		– Sell
-91
Closed -$6K – 201
2021
Q1 		$6K Buy
+91
New +$6.49K ﹤0.01% 339
2020
Q2 		– Sell
-65
Closed -$4K – 89
2020
Q1 		$4K Buy
+65
New +$4.66K ﹤0.01% 181

Other funds holding CSR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthcare Capital Management's CSR Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Centerspace (CSR) in Q2 2021, closing a stake of 91 shares — an estimated $6K sold.

Wealthcare Capital Management first reported a position in CSR in Q1 2020 and held it in 2 quarters. The position peaked at $6K in Q1 2021. 150 funds tracked by Wall St. Rank hold CSR as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Centerspace position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 91 Centerspace shares in Q2 2021, an estimated $6K.
  • Wealthcare Capital Management first reported a position in Centerspace in Q1 2020 and held it in 2 quarters.
  • Wealthcare Capital Management's Centerspace position peaked at $6K in Q1 2021.
  • 150 funds tracked by Wall St. Rank held Centerspace as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.