WIM
CSR

WealthPlan Investment Management’s Centerspace CSR Stock Holding History

WealthPlan Investment 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
2025
Q1 		– Sell
-4,193
Closed -$277K – 273
2024
Q4 		$277K Sell
4,193
-201
-5% -$14.1K 0.03% 227
2024
Q3 		$310K Buy
4,394
+398
+10% +$28.6K 0.03% 204
2024
Q2 		$270K Buy
+3,996
New +$263K 0.04% 160

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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WealthPlan Investment Management's CSR Position: Q1 2025 in Review

WealthPlan Investment Management sold out of Centerspace (CSR) in Q1 2025, closing a stake of 4,193 shares — an estimated $277K sold.

WealthPlan Investment Management first reported a position in CSR in Q2 2024 and held it in 3 quarters. The position peaked at $310K in Q3 2024. 205 funds tracked by Wall St. Rank hold CSR as of Q1 2025.

  • WealthPlan Investment Management reported no remaining Centerspace position as of Q1 2025 after selling out during the quarter.
  • WealthPlan Investment Management sold 4,193 Centerspace shares in Q1 2025, an estimated $277K.
  • WealthPlan Investment Management first reported a position in Centerspace in Q2 2024 and held it in 3 quarters.
  • WealthPlan Investment Management's Centerspace position peaked at $310K in Q3 2024.
  • 205 funds tracked by Wall St. Rank held Centerspace as of Q1 2025.

Based on WealthPlan Investment Management's 13F filing for Q1 2025, filed 12 May 2025.