Evercore Wealth Management, LLC - INVESTORS REAL ESTATE TR ownership

INVESTORS REAL ESTATE TR's ticker is IRET and the CUSIP is 461730509. A total of 140 filers reported holding INVESTORS REAL ESTATE TR in Q4 2019. The put-call ratio across all filers is 1.02 and the average weighting 0.0%.

Quarter-by-quarter ownership
Evercore Wealth Management, LLC ownership history of INVESTORS REAL ESTATE TR
ValueSharesWeighting
Q3 2020$3,341,000
-8.2%
51,262
-0.8%
0.08%
-15.5%
Q2 2020$3,641,000
+28.2%
51,6500.0%0.10%
+3.2%
Q1 2020$2,841,000
-24.1%
51,6500.0%0.09%
-6.9%
Q4 2019$3,745,000
-3.8%
51,650
-1.0%
0.10%
-11.4%
Q3 2019$3,894,000
+26.1%
52,150
-0.9%
0.11%
+21.3%
Q2 2019$3,089,000
-2.9%
52,650
-0.8%
0.09%
-7.8%
Q1 2019$3,181,000
+22.1%
53,092
-0.0%
0.10%
+4.1%
Q4 2018$2,605,00053,0930.10%
Other shareholders
INVESTORS REAL ESTATE TR shareholders Q4 2019
NameSharesValueWeighting ↓
PACIFIC HEIGHTS ASSET MANAGEMENT LLC 250,000$17,623,0002.63%
Uniplan Investment Counsel, Inc. 256,832$18,104,0001.26%
Bremer Bank National Association 14,827$1,046,0000.30%
HEARTLAND ADVISORS INC 40,000$2,820,0000.25%
RMR Advisors LLC 6,281$443,0000.20%
Horst & Graben Wealth Management LLC 6,000$423,0000.19%
WINTON GROUP Ltd 68,128$4,802,0000.12%
PEREGRINE CAPITAL MANAGEMENT LLC 60,254$4,247,0000.12%
Orgel Wealth Management, LLC 4,385$310,0000.12%
Stockman Wealth Management, Inc. 4,250$300,0000.11%
View complete list of INVESTORS REAL ESTATE TR shareholders