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Centerspace shares owned by Creative Planning

Quarter-by-quarter ownership of Centerspace (CSR) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Centerspace

Tip: Access up to 7 years of quarterly data

All positions including Centerspace held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Centerspace by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $231k 3.5k 66.72
2023-09-30 $261k 4.3k 60.26

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Ishares Tr Core S&p500 Etf (IVV)
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust State Street Spd (SPMD)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
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Vanguard Index Fds Mid Cap Etf (VO)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Creative Planning

Top funds holding Centerspace

BlackRock
Vanguard Group
State Street Corporation
Land & Buildings Investment Management
Silvercrest Asset Management Group
Long Pond Capital
Geode Capital Management
Charles Schwab Investment Management
Voss Capital
Systematic Financial Management
Renaissance Technologies
Pacific Heights Asset Management
Dimensional Fund Advisors
Jpmorgan Chase & Co
Wellington Management Company

View all funds holding Centerspace