BerganKDV Wealth Management, LLC - INVESTORS REAL ESTATE TR ownership

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of INVESTORS REAL ESTATE TR
ValueSharesWeighting
Q3 2020$24,000
-7.7%
3700.0%0.00%0.0%
Q2 2020$26,000
+30.0%
3700.0%0.00%0.0%
Q1 2020$20,000
-25.9%
3700.0%0.00%
-20.0%
Q4 2019$27,000
-3.6%
3700.0%0.01%
-16.7%
Q3 2019$28,000
+27.3%
3700.0%0.01%
+50.0%
Q2 2019$22,0000.0%3700.0%0.00%0.0%
Q1 2019$22,000
+22.2%
3700.0%0.00%0.0%
Q4 2018$18,0003700.00%
Other shareholders
INVESTORS REAL ESTATE TR shareholders Q3 2023
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