Investors REIT 7.95% Perp CUM's ticker is IRETPRB and the CUSIP is 461730301.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $20,000 | 0.0% | 800 | 0.0% | 0.00% | – |
| Q2 2017 | $20,000 | 0.0% | 800 | 0.0% | 0.00% | – |
| Q1 2017 | $20,000 | 0.0% | 800 | 0.0% | 0.00% | – |
| Q4 2016 | $20,000 | -4.8% | 800 | 0.0% | 0.00% | – |
| Q3 2016 | $21,000 | 0.0% | 800 | 0.0% | 0.00% | – |
| Q2 2016 | $21,000 | 0.0% | 800 | 0.0% | 0.00% | – |
| Q1 2016 | $21,000 | -36.4% | 800 | -38.5% | 0.00% | – |
| Q4 2015 | $33,000 | 0.0% | 1,300 | 0.0% | 0.00% | – |
| Q3 2015 | $33,000 | 0.0% | 1,300 | 0.0% | 0.00% | – |
| Q2 2015 | $33,000 | -2.9% | 1,300 | 0.0% | 0.00% | – |
| Q1 2015 | $34,000 | – | 1,300 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Van Hulzen Asset Management, LLC | 17,700 | $463,000 | 0.26% |
| KCM INVESTMENT ADVISORS LLC | 53,879 | $1,411,000 | 0.10% |
| Highlander Capital Management, LLC | 1,400 | $37,000 | 0.04% |
| PNC FINANCIAL SERVICES GROUP, INC. | 800 | $21,000 | 0.00% |