INVESTORS REAL ESTATE TR's ticker is IRET and the CUSIP is 461730509.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $1,425,000 | -2.3% | 21,875 | +5.7% | 0.00% | 0.0% |
| Q2 2020 | $1,459,000 | +24.8% | 20,703 | -2.5% | 0.00% | 0.0% |
| Q1 2020 | $1,169,000 | -29.0% | 21,244 | -6.5% | 0.00% | 0.0% |
| Q4 2019 | $1,647,000 | -3.1% | 22,713 | -0.3% | 0.00% | 0.0% |
| Q3 2019 | $1,700,000 | +25.1% | 22,771 | -1.6% | 0.00% | 0.0% |
| Q2 2019 | $1,359,000 | +0.7% | 23,144 | +2.7% | 0.00% | 0.0% |
| Q1 2019 | $1,350,000 | +105.2% | 22,530 | +68.2% | 0.00% | 0.0% |
| Q4 2018 | $658,000 | – | 13,391 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PACIFIC HEIGHTS ASSET MANAGEMENT LLC | 250,000 | $16,292,000 | 2.12% |
| Uniplan Investment Counsel, Inc. | 255,485 | $16,650,000 | 1.16% |
| Bremer Bank National Association | 13,476 | $878,000 | 0.23% |
| HEARTLAND ADVISORS INC | 40,000 | $2,607,000 | 0.23% |
| RMR Advisors LLC | 6,281 | $409,000 | 0.21% |
| Horst & Graben Wealth Management LLC | 6,000 | $391,000 | 0.15% |
| Stockman Wealth Management, Inc. | 4,450 | $290,000 | 0.11% |
| Evercore Wealth Management, LLC | 51,262 | $3,341,000 | 0.08% |
| WINTON GROUP Ltd | 31,617 | $2,060,000 | 0.07% |
| EII CAPITAL MANAGEMENT, INC. | 1,468 | $96,000 | 0.06% |