CSR

Centerspace
CSR

Overview Fund Activity

174 hedge funds and large institutions have $670M invested in Centerspace in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 46 increasing their positions, 63 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
+7
Holders Change %
+4.19%
% of All Funds
2.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
46
Reduced
63
Closed
17
Calls
$177K
Puts
$594K
Net Calls
-$417K
Net Calls Change
-$32K

Top Buyers

1
HRES
Heitman Real Estate Securities
Illinois
$15.5M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$5.6M
3
Charles Schwab
Charles Schwab
California
$17M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$13.2M
5
Bank of America
Bank of America
North Carolina
$2.92M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$10.3M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$4.35M
3
State Street
State Street
Massachusetts
$53.6M
4
BlackRock
BlackRock
New York
$160M
5
Norges Bank
Norges Bank
Norway
$3.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
151
Advisornet Financial
Minnesota
$5.71K -$1.31K -23 -19%
HIA
152
Harbor Investment Advisory
Maryland
$5.71K – – –
QCG
153
Quadrant Capital Group
Ohio
$5.09K -$18.3K -321 -78%
GI
154
GAMMA Investing
California
$4.11K +$2.69K +47 +188%
C
155
Covestor
United Kingdom
$4K – – –
PFC
156
Phocas Financial Corp
California
$3.57K -$868 -15,182 -20%
SIS
157
Sound Income Strategies
Florida
$3.2K – – –
Fifth Third Bancorp
158
Fifth Third Bancorp
Ohio
$2.97K – – –
RTL
159
Red Tortoise LLC
Georgia
$2.74K – – –
S
160
SignatureFD
Georgia
$2.23K -$400 -7 -15%
FFA
161
Farther Finance Advisors
California
$1.69K -$18K -320 -91%
Carson Wealth (CWM LLC)
162
Carson Wealth (CWM LLC)
Nebraska
$1K -$1.14K -25 -53%
Loomis, Sayles & Company
163
Loomis, Sayles & Company
Massachusetts
$1K – – –
Northwestern Mutual Wealth Management
164
Northwestern Mutual Wealth Management
Wisconsin
$857 – – –
PWMG
165
Private Wealth Management Group
New Jersey
$800 – – –
MG
166
Mather Group
Illinois
$640 +$640 +11 New
FMII
167
Farmers & Merchants Investments Inc
Nebraska
$629 – – –
PS
168
Principal Securities
Iowa
$457 +$457 +8 New
UB
169
UMB Bank
Missouri
$457 +$457 +8 New
AWM
170
Abound Wealth Management
Tennessee
$400 – – –
PA
171
Parallel Advisors
California
$229 – – –
AWM
172
Avior Wealth Management
Nebraska
$171 +$171 +3 New
FGAM
173
Financial Gravity Asset Management
Texas
$130 +$130 +2 New
HNB
174
Huntington National Bank
Ohio
$5 – – –
JCIA
175
Jackson Creek Investment Advisors
Colorado
– -$1.03M -17,605 Closed
4 5 6
7
8