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CSR

Centerspace

226 hedge funds and large institutions have $884M invested in Centerspace in 2026 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 66 increasing their positions, 78 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 29

2% more funds holding

Funds holding: 222226 (+4)

3.62% less ownership

Funds ownership: 95.27%91.65% (-3.6%)

15% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 78

17% less capital invested

Capital invested by funds: $1.06B → $884M (-$178M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
226
Holders Change
+4
Holders Change %
+1.8%
% of All Funds
2.78%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
36
Increased
66
Reduced
78
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RTL
201
Red Tortoise LLC
Georgia
$2.76K
RIL
202
Rothschild Investment LLC
Illinois
$2.58K
WTC
203
WhitTier Trust Company
Nevada
$2.43K +$2.58K +41 New
LFG
204
Larson Financial Group
Missouri
$2.24K +$1.26K +20 +105%
RFP
205
Root Financial Partners
California
$1.9K +$2.08K +33 New
HI
206
Harbour Investments
Wisconsin
$1.67K +$252 +4 +16%
Simplex Trading
207
Simplex Trading
Illinois
$1.61K +$1.76K +28 New
TWD
208
True Wealth Design
Ohio
$1.55K -$189 -3 -10%
JWM
209
JPL Wealth Management
Colorado
$1.44K +$1.57K +25 New
PFBT
210
Parkside Financial Bank & Trust
Missouri
$1.15K
SS
211
Sunbelt Securities
Texas
$977 -$63 -1 -6%
MCM
212
MAI Capital Management
Ohio
$920
KFAS
213
Keating Financial Advisory Services
Kansas
$747 +$755 +12 +1,200%
PA
214
Parallel Advisors
California
$689 +$503 +8 +200%
FMII
215
Farmers & Merchants Investments Inc
Nebraska
$632
CMA
216
Cedar Mountain Advisors
Oregon
$632 +$692 +11 New
Northwestern Mutual Wealth Management
217
Northwestern Mutual Wealth Management
Wisconsin
$574 +$629 +10 New
Jones Financial Companies
218
Jones Financial Companies
Missouri
$462 +$503 +8 New
CPG
219
Cornerstone Planning Group
New Jersey
$459 +$440 +7 New
MG
220
Mather Group
Illinois
$402 +$440 +7 New
TCM
221
TD Capital Management
Tennessee
$232
AWM
222
Abound Wealth Management
Tennessee
$173
HNB
223
Huntington National Bank
Ohio
$75
FGP
224
Freestone Grove Partners
California
$57 +$63 +1 New
HFS
225
Hughes Financial Services
Virginia
$57 +$63 +1 New