INVESTORS REAL ESTATE TR's ticker is IRET and the CUSIP is 461730509.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $10,956,000 | -6.2% | 168,105 | +1.5% | 0.01% | -16.7% |
| Q2 2020 | $11,680,000 | +77.2% | 165,691 | +38.3% | 0.01% | +50.0% |
| Q1 2020 | $6,590,000 | -21.7% | 119,811 | +3.2% | 0.00% | -20.0% |
| Q4 2019 | $8,416,000 | -4.5% | 116,069 | -1.6% | 0.01% | 0.0% |
| Q3 2019 | $8,809,000 | +25.6% | 117,972 | -1.3% | 0.01% | +25.0% |
| Q2 2019 | $7,012,000 | -5.1% | 119,499 | -3.1% | 0.00% | -20.0% |
| Q1 2019 | $7,391,000 | +24.0% | 123,356 | +1.6% | 0.01% | 0.0% |
| Q4 2018 | $5,961,000 | – | 121,461 | – | 0.01% | – |
Download | ||||||
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% |