INVESTORS REAL ESTATE TR's ticker is IRET and the CUSIP is 461730509.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $24,000 | -7.7% | 370 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $26,000 | +30.0% | 370 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $20,000 | -25.9% | 370 | 0.0% | 0.00% | -20.0% |
| Q4 2019 | $27,000 | -3.6% | 370 | 0.0% | 0.01% | -16.7% |
| Q3 2019 | $28,000 | +27.3% | 370 | 0.0% | 0.01% | +50.0% |
| Q2 2019 | $22,000 | 0.0% | 370 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $22,000 | +22.2% | 370 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $18,000 | – | 370 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PACIFIC HEIGHTS ASSET MANAGEMENT LLC | 250,000 | $13,750,000 | 2.31% |
| Uniplan Investment Counsel, Inc. | 275,600 | $15,158,000 | 1.14% |
| Orinda Asset Management LLC | 5,000 | $275,000 | 0.96% |
| HEARTLAND ADVISORS INC | 55,000 | $3,025,000 | 0.32% |
| Bremer Bank National Association | 14,827 | $816,000 | 0.23% |
| RMR Advisors LLC | 6,281 | $345,000 | 0.18% |
| Horst & Graben Wealth Management LLC | 6,000 | $330,000 | 0.17% |
| PEREGRINE CAPITAL MANAGEMENT LLC | 59,382 | $3,266,000 | 0.12% |
| WELD CAPITAL MANAGEMENT LLC | 4,004 | $220,000 | 0.11% |
| Stockman Wealth Management, Inc. | 4,250 | $234,000 | 0.10% |