INVESTORS REAL ESTATE TR's ticker is IRET and the CUSIP is 461730509.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $7,134,000 | +3.0% | 109,472 | +11.4% | 0.00% | 0.0% |
| Q2 2020 | $6,926,000 | +42.3% | 98,263 | +11.0% | 0.00% | 0.0% |
| Q1 2020 | $4,868,000 | +22.6% | 88,515 | +61.6% | 0.00% | +50.0% |
| Q4 2019 | $3,972,000 | +3.4% | 54,782 | +6.5% | 0.00% | 0.0% |
| Q3 2019 | $3,842,000 | +34.9% | 51,453 | +6.0% | 0.00% | 0.0% |
| Q2 2019 | $2,847,000 | +16.3% | 48,521 | +18.7% | 0.00% | +100.0% |
| Q1 2019 | $2,448,000 | +28.5% | 40,869 | +5.3% | 0.00% | 0.0% |
| Q4 2018 | $1,905,000 | – | 38,817 | – | 0.00% | – |
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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% |