WealthPlan Investment Management »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Centerspace by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $277k 4.2k 66.15
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)
NVIDIA Corporation (NVDA)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr Series Trust Portfolio Agrgte (SPAB)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Ishares Core Msci Emkt (IEMG)
Casey's General Stores (CASY)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Wal-Mart Stores (WMT)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for WealthPlan Investment Management

Top funds holding Centerspace

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

View all funds holding Centerspace