INVESTORS REAL ESTATE TR's ticker is IRET and the CUSIP is 461730509.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $266,000 | +9.9% | 4,088 | +19.1% | 0.00% | -33.3% |
| Q2 2020 | $242,000 | +47.6% | 3,433 | +15.5% | 0.00% | 0.0% |
| Q1 2020 | $164,000 | +1.2% | 2,973 | +30.3% | 0.00% | +50.0% |
| Q4 2019 | $162,000 | -4.7% | 2,281 | 0.0% | 0.00% | -33.3% |
| Q3 2019 | $170,000 | +25.0% | 2,281 | -1.7% | 0.00% | +50.0% |
| Q2 2019 | $136,000 | -1.4% | 2,320 | +1.0% | 0.00% | -33.3% |
| Q1 2019 | $138,000 | – | 2,298 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PACIFIC HEIGHTS ASSET MANAGEMENT LLC | 250,000 | $16,292,000 | 2.12% |
| Uniplan Investment Counsel, Inc. | 255,485 | $16,650,000 | 1.16% |
| Bremer Bank National Association | 13,476 | $878,000 | 0.23% |
| HEARTLAND ADVISORS INC | 40,000 | $2,607,000 | 0.23% |
| RMR Advisors LLC | 6,281 | $409,000 | 0.21% |
| Horst & Graben Wealth Management LLC | 6,000 | $391,000 | 0.15% |
| Stockman Wealth Management, Inc. | 4,450 | $290,000 | 0.11% |
| Evercore Wealth Management, LLC | 51,262 | $3,341,000 | 0.08% |
| WINTON GROUP Ltd | 31,617 | $2,060,000 | 0.07% |
| EII CAPITAL MANAGEMENT, INC. | 1,468 | $96,000 | 0.06% |