CSR β€” Centerspace

Ownership history in Vert Asset Management LLC  Β·  8 quarters on record

AI Ownership Summary

Vert Asset Management LLC reported Centerspace (CSR) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.16% in 2025 Q4. The latest visible filing shows CSR at 0.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CSR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Vert Asset Management LLC's position in Centerspace, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CSR was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Vert Asset Management LLC held CSR β€” position size vs. price
% of Fund (quarterly)    CSR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 7,335 β€” 0% 0.13% $421K 2026-04-16 $63.66
2025 Q4 ADDED 7,335 +523 +7.7% 0.16% $489K 2026-01-27 $63.50
2025 Q3 ADDED 6,812 +436 +6.8% 0.13% $401K 2025-10-29 $57.16
2025 Q2 ADDED 6,376 +372 +6.2% 0.14% $384K 2025-07-18 $56.57
2025 Q1 UNCHANGED 6,004 β€” 0% 0.13% $389K 2025-04-14 $55.14
2024 Q4 ADDED 6,004 +1,295 +27.5% 0.14% $397K 2025-01-22 $57.02
2024 Q3 ADDED 4,709 +16 +0.3% 0.11% $332K 2024-10-17 $65.04
2024 Q2 INITIATED 4,693 β€” β€” 0.13% $317K 2024-07-17 $64.99

FAQ About Vert Asset Management LLC and CSR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Vert Asset Management LLC reported owning CSR?

Vert Asset Management LLC reported CSR across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported CSR position in Vert Asset Management LLC's portfolio?

The largest reported portfolio weight for CSR was 0.16% in 2025 Q4.

What is the latest reported CSR position on this page?

The most recent filing on this page is 2026 Q1, when Vert Asset Management LLC reported 7,335 shares, equal to 0.13% of portfolio, with an estimated market value of $421K.

What does the chart on this CSR ownership page compare?

The chart compares Vert Asset Management LLC's quarterly CSR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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