INVESTORS REAL ESTATE TR's ticker is IRET and the CUSIP is 461730509.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $144,000 | -7.7% | 2,213 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $156,000 | -60.3% | 2,213 | -69.0% | 0.00% | -66.7% |
| Q1 2020 | $393,000 | -24.1% | 7,145 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $518,000 | -3.0% | 7,145 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $534,000 | +27.4% | 7,145 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $419,000 | -2.1% | 7,145 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $428,000 | – | 7,145 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PACIFIC HEIGHTS ASSET MANAGEMENT LLC | 250,000 | $18,125,000 | 2.27% |
| 361 CAPITAL LLC | 17,336 | $1,257,000 | 0.35% |
| HEARTLAND ADVISORS INC | 50,000 | $3,625,000 | 0.27% |
| Bremer Bank National Association | 14,827 | $1,075,000 | 0.23% |
| GRACE & WHITE INC /NY | 9,911 | $719,000 | 0.16% |
| RMR Advisors LLC | 6,281 | $455,000 | 0.16% |
| PEREGRINE CAPITAL MANAGEMENT LLC | 77,057 | $5,587,000 | 0.14% |
| Stockman Wealth Management, Inc. | 4,150 | $301,000 | 0.11% |
| USA FINANCIAL FORMULAS | 3,535 | $256,000 | 0.11% |
| Evercore Wealth Management, LLC | 51,650 | $3,745,000 | 0.10% |