INVESTORS REAL ESTATE TR's ticker is IRET and the CUSIP is 461730509.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $40,697,000 | -9.2% | 618,025 | -1.8% | 0.00% | 0.0% |
| Q2 2020 | $44,800,000 | +61.2% | 629,388 | +26.0% | 0.00% | +50.0% |
| Q1 2020 | $27,800,000 | +2.8% | 499,487 | +35.2% | 0.00% | 0.0% |
| Q4 2019 | $27,050,000 | -13.0% | 369,563 | -11.3% | 0.00% | 0.0% |
| Q3 2019 | $31,098,000 | +23.5% | 416,468 | -1.8% | 0.00% | 0.0% |
| Q2 2019 | $25,183,000 | +9.7% | 424,204 | +12.0% | 0.00% | 0.0% |
| Q1 2019 | $22,963,000 | +55.2% | 378,888 | +27.4% | 0.00% | +100.0% |
| Q4 2018 | $14,797,000 | – | 297,362 | – | 0.00% | – |
Download | ||||||
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% |