INVESTORS REAL ESTATE TR's ticker is IRET and the CUSIP is 461730509.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $358,826 | -6.2% | 5,506 | +1.5% | 0.01% | -14.3% |
| Q2 2020 | $382,408 | +54.9% | 5,425 | +20.9% | 0.01% | +40.0% |
| Q1 2020 | $246,895 | -29.1% | 4,489 | -6.5% | 0.01% | -16.7% |
| Q4 2019 | $348,000 | +1.5% | 4,800 | +4.6% | 0.01% | 0.0% |
| Q3 2019 | $342,735 | +25.7% | 4,590 | -1.2% | 0.01% | +20.0% |
| Q2 2019 | $272,640 | -2.4% | 4,647 | -0.3% | 0.01% | 0.0% |
| Q1 2019 | $279,360 | +22.0% | 4,663 | -0.1% | 0.01% | 0.0% |
| Q4 2018 | $229,010 | – | 4,667 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PACIFIC HEIGHTS ASSET MANAGEMENT LLC | 250,000 | $17,623,000 | 2.63% |
| Uniplan Investment Counsel, Inc. | 256,832 | $18,104,000 | 1.26% |
| Bremer Bank National Association | 14,827 | $1,046,000 | 0.30% |
| HEARTLAND ADVISORS INC | 40,000 | $2,820,000 | 0.25% |
| RMR Advisors LLC | 6,281 | $443,000 | 0.20% |
| Horst & Graben Wealth Management LLC | 6,000 | $423,000 | 0.19% |
| WINTON GROUP Ltd | 68,128 | $4,802,000 | 0.12% |
| PEREGRINE CAPITAL MANAGEMENT LLC | 60,254 | $4,247,000 | 0.12% |
| Orgel Wealth Management, LLC | 4,385 | $310,000 | 0.12% |
| Stockman Wealth Management, Inc. | 4,250 | $300,000 | 0.11% |