INVESTORS REAL ESTATE TR's ticker is IRET and the CUSIP is 461730509.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2020 | $683,000 | -5.4% | 10,474 | +2.2% | 0.01% | 0.0% |
Q2 2020 | $722,000 | +28.5% | 10,249 | +0.3% | 0.01% | 0.0% |
Q1 2020 | $562,000 | -30.5% | 10,221 | -8.4% | 0.01% | -16.7% |
Q4 2019 | $809,000 | -12.9% | 11,164 | -10.3% | 0.01% | -25.0% |
Q3 2019 | $929,000 | +25.4% | 12,442 | +0.6% | 0.01% | +14.3% |
Q1 2019 | $741,000 | +19.1% | 12,362 | -2.4% | 0.01% | 0.0% |
Q4 2018 | $622,000 | – | 12,668 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
PACIFIC HEIGHTS ASSET MANAGEMENT LLC | 250,000 | $17,623,000 | 2.63% |
Uniplan Investment Counsel, Inc. | 256,832 | $18,104,000 | 1.26% |
Bremer Bank National Association | 14,827 | $1,046,000 | 0.30% |
HEARTLAND ADVISORS INC | 40,000 | $2,820,000 | 0.25% |
RMR Advisors LLC | 6,281 | $443,000 | 0.20% |
Horst & Graben Wealth Management LLC | 6,000 | $423,000 | 0.19% |
WINTON GROUP Ltd | 68,128 | $4,802,000 | 0.12% |
PEREGRINE CAPITAL MANAGEMENT LLC | 60,254 | $4,247,000 | 0.12% |
Orgel Wealth Management, LLC | 4,385 | $310,000 | 0.12% |
Stockman Wealth Management, Inc. | 4,250 | $300,000 | 0.11% |