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Centerspace shares owned by WealthPlan Investment Management

Quarter-by-quarter ownership of Centerspace (CSR) shares owned by WealthPlan Investment Management from 13F filings

Historical chart of WealthPlan Investment Management investment in Centerspace

Tip: Access up to 7 years of quarterly data

All positions including Centerspace held by WealthPlan Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Centerspace by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $310k 4.4k 70.47
2024-06-30 $270k 4.0k 67.63

More positions owned by WealthPlan Investment Management

Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core Div Grwth (DGRO)
Wal-Mart Stores (WMT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 500 Val Etf (IVE)
Costco Wholesale Corporation (COST)
Casey's General Stores (CASY)
Abbvie (ABBV)
Vaneck Etf Trust Clo Etf (CLOI)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)

View all positions for WealthPlan Investment Management

Top funds holding Centerspace

BlackRock
Geode Capital Management
Renaissance Technologies
Charles Schwab Investment Management
Dimensional Fund Advisors
Pacific Heights Asset Management
Jpmorgan Chase & Co
Northern Trust
Marshall Wace
Bank of New York Mellon
Arrowstreet Capital, Limited Partnership
Barclays
Westwood Holdings
Invesco
Peregrine Capital Management

View all funds holding Centerspace