HighMark Wealth Management LLC

Position in CSR — Centerspace

CIK 1802451 ST. PAUL, MN

Position in CSR

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$8,597

-$192 QoQ

Shares Held

153

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#171

of 217 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

HighMark Wealth Management LLC holds $9,110 across 2 REIT - Residential names. CSR ranks #1 (94.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CSR	Centerspace This page	153	$8,597
2	ELME	Elme Communities	347	$513

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,597	153	0.0%	Shares	Sole	2026-08-12
2026-03-31	$8,789	153	0.0%	Shares	Sole	2026-05-06
2025-12-31	$10,208	153	0.0%	Shares	Sole	2026-02-05
2025-09-30	$9,011	153	0.0%	Shares	Sole	2025-10-20
2025-06-30	$9,209	153	0.0%	Shares	Sole	2025-07-21
2025-03-31	$9,906	153	0.0%	Shares	Sole	2025-04-24
2024-12-31	$10,120	153	0.0%	Shares	Sole	2025-01-31
2024-09-30	$10,781	153	0.0%	Shares	Sole	2024-10-17
2024-06-30	$10,347	153	0.0%	Shares	Sole	2024-07-29
2024-03-31	$8,742	153	0.0%	Shares	Sole	2024-04-29
2023-12-31	$8,904	153	-76.2%	Shares	Sole	2024-01-23
2023-09-30	$38,747	643	+0.9%	Shares	Sole	2023-10-18
2023-06-30	$39,086	637	+316.3%	Shares	Sole	2023-07-26
2023-03-31	$8,358	153	0.0%	Shares	Sole	2023-04-21
2022-12-31	$8,976	153	0.0%	Shares	Sole	2023-02-02
2022-09-30	$10,299	153	0.0%	Shares	Sole	2022-10-21
2022-06-30	$12,477	153	0.0%	Shares	Sole	2022-07-19
2022-03-31	$15,012	153	—	Shares	Sole	2022-04-25
No filing history on record for this holder in this stock.