WHG
CSR

Westwood Holdings Group’s Centerspace CSR Stock Holding History

Westwood Holdings Group’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 		$5.62M Sell
100,038
-38
-0% -$2.4K 0.04% 277
2026
Q1 		$5.75M Buy
100,076
+76
+0.1% +$4.78K 0.04% 269
2025
Q4 		$6.67M Sell
100,000
-25,000
-20% -$1.57M 0.05% 257
2025
Q3 		$7.36M Buy
125,000
+15,000
+14% +$867K 0.05% 253
2025
Q2 		$6.62M Hold
110,000
– – 0.05% 247
2025
Q1 		$7.12M Sell
110,000
-3,104
-3% -$196K 0.05% 237
2024
Q4 		$7.48M Buy
113,104
+13,386
+13% +$941K 0.06% 241
2024
Q3 		$7.03M Hold
99,718
– – 0.03% 280
2024
Q2 		$6.74M Buy
99,718
+9,718
+11% +$640K 0.03% 272
2024
Q1 		$5.14M Hold
90,000
– – 0.04% 257
2023
Q4 		$5.24M Buy
+90,000
New +$4.91M 0.04% 254

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Westwood Holdings Group's CSR Position: Q2 2026 in Review

Westwood Holdings Group reduced its Centerspace (CSR) stake by 0.04% in Q2 2026, selling an estimated $2.4K and leaving 100,038 shares worth $5.62M. The position accounts for 0.04% of the portfolio, ranked #277.

Westwood Holdings Group first reported a position in CSR in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.48M in Q4 2024. 219 funds tracked by Wall St. Rank hold CSR as of Q2 2026.

  • Westwood Holdings Group held 100,038 shares of Centerspace worth $5.62M as of Q2 2026.
  • Westwood Holdings Group sold 38 Centerspace shares in Q2 2026, an estimated $2.4K.
  • Centerspace made up 0.04% of Westwood Holdings Group's portfolio in Q2 2026, its #277 holding.
  • Westwood Holdings Group first reported a position in Centerspace in Q4 2023 and has held it in 11 quarters since.
  • Westwood Holdings Group's Centerspace position peaked at $7.48M in Q4 2024.
  • 219 funds tracked by Wall St. Rank held Centerspace as of Q2 2026.

Based on Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.