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Get Institutions for : 
Investors Real Estate Trust (CSR)  
$67.68 0.37 (0.54%) as of 4:30 Tue 5/21


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 163    1
Total shares held : 
11,871,302  
% of shares held : 
89.8%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -3  
Amount of shares held : 
-41,305  
% of shares held change : 
  -0.31%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$58.29  
Last Quarter's Ending Price : 
$58.20  
Last Quarter's Average Price
$54.61  
Change from last quarter's     
avg. price to the last closing  : 
13.07 (23.93%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
19
 307,027
 2.59%
 
Increased Positions :
52
 729,732
 6.15%
 
Unchanged Positions :
36
 479,035
 4.04%
 
Decreased Positions :
56
-450,375
-3.79%
 
Closed Positions :
18
-627,689
-5.29%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   BLACKROCK INC. 1768 - 2024-03-31 2,799,582 $159,968,000 -66,991
   VANGUARD GROUP INC 1702 - 2024-03-31 2,401,497 $137,222,000 9,984
   STATE STREET CORP 1684 - 2024-03-31 925,892 $53,594,000 -85,571
   WELLINGTON MANAGEMENT CO LLP 841 - 2024-03-31 540,599 $30,890,000 -17,394
   RENAISSANCE TECHNOLOGIES LLC 601 - 2024-03-31 379,316 $21,674,000 -9,143
   GEODE CAPITAL MANAGEMENT LLC 1890 - 2024-03-31 368,988 $21,087,000 7,752
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 1705 - 2024-03-31 297,382 $16,992,000 46,265
   HEITMAN REAL ESTATE SECURITIES LLC 31 - 2024-03-31 271,045 $15,488,000 271,045
   NUVEEN ASSET MANAGEMENT, LLC 1423 - 2024-03-31 228,726 $13,162,000 26,940
   DIMENSIONAL FUND ADVISORS INC 2237 - 2024-03-31 209,330 $11,961,000 4,934
   PACIFIC HEIGHTS ASSET MANAGEMENT LLC 37 - 2024-03-31 200,000 $11,428,000 0
   NORTHERN TRUST CORP 1996 - 2024-03-31 183,434 $10,481,000 -36,110
   MORGAN STANLEY 3281 - 2024-03-31 180,407 $10,309,000 -81,258
   J P MORGAN CHASE & CO 2077 - 2024-03-31 168,831 $9,647,000 -20,395
   BANK OF NEW YORK MELLON CORP 2084 - 2024-03-31 138,583 $7,919,000 -9,635
   LEGAL & GENERAL GROUP PLC 1268 - 2024-03-31 134,040 $7,659,000 895
   PEREGRINE CAPITAL MANAGEMENT LLC 187 - 2024-03-31 113,852 $6,506,000 -6,857
   INVESCO LTD 2036 - 2024-03-31 109,783 $6,273,000 -3,300
   NORGES BANK 1651 - 2023-12-31 97,131 $5,653,000 -42,529
   JANUS HENDERSON GROUP PLC 839 - 2024-03-31 97,940 $5,597,000 91,573
   PRUDENTIAL FINANCIAL INC 898 - 2024-03-31 93,148 $5,322,000 -4,420
   WESTWOOD HOLDINGS GROUP INC 247 - 2024-03-31 90,000 $5,143,000 0
   GOLDMAN SACHS GROUP INC/ 2538 - 2024-03-31 88,817 $5,075,000 699
   PRINCIPAL FINANCIAL GROUP INC 1588 - 2024-03-31 82,460 $4,712,000 3,984
   PHOCAS FINANCIAL CORP 79 - 2023-12-31 77,688 $4,521,000 -3,914
   UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 1271 - 2024-03-31 77,146 $4,408,000 3,194
   BALYASNY ASSET MANAGEMENT LLC 862 - 2024-03-31 76,164 $4,352,000 -120,397
   RHUMBLINE ADVISERS 1696 - 2024-03-31 51,798 $2,960,000 107
   BANK OF AMERICA CORP /DE/ 3367 - 2024-03-31 51,053 $2,917,000 17,615
   GLOBEFLEX CAPITAL L P 82 - 2024-03-31 50,466 $2,884,000 -3,471
   AMERIPRISE FINANCIAL INC 2626 - 2024-03-31 48,902 $2,795,000 -2,998
   EVERCORE WEALTH MANAGEMENT, LLC 141 - 2024-03-31 47,841 $2,734,000 0
   ELEQUIN CAPITAL LP 96 *New 2024-03-31 44,225 $2,527,000 44,225
   PENN CAPITAL MANAGEMENT CO INC 96 - 2024-03-31 44,225 $2,527,000 -3,979
   SEI INVESTMENTS CO 1543 - 2024-03-31 42,359 $2,420,000 -875
   PUBLIC SECTOR PENSION INVESTMENT BOARD 807 - 2024-03-31 31,245 $1,785,000 0
   GREAT WEST LIFE ASSURANCE CO /CAN/ 1303 - 2024-03-31 30,741 $1,758,000 1,740
   Swiss National Bank 1934 - 2024-03-31 29,500 $1,686,000 0
   CREDIT SUISSE/ 1960 - 2024-03-31 28,232 $1,613,000 100
   ING CLARION REAL ESTATE SECURITIES/N L.P. 101 - 2024-03-31 27,813 $1,589,000 -1,531
   PANAGORA ASSET MANAGEMENT INC 661 - 2024-03-31 26,573 $1,518,000 -14,840
   STATE OF NEW JERSEY COMMON PENSION FUND D 1526 - 2024-03-31 25,000 $1,429,000 0
   DIAM CO. LTD 775 - 2024-03-31 24,689 $1,411,000 1,666
   Vident Advisory LLC 504 - 2024-03-31 22,516 $1,287,000 4,215
   PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 1081 - 2024-03-31 21,724 $1,241,000 -111
   TEACHER RETIREMENT SYSTEM OF TEXAS 881 - 2024-03-31 20,496 $1,171,000 -44
   ALLIANCEBERNSTEIN L.P. 2223 - 2024-03-31 18,744 $1,071,000 -143
   PENSIONFUND DSM NETHERLANDS 47 - 2024-03-31 18,280 $1,045,000 3,000
   MARTINGALE ASSET MANAGEMENT L P 464 - 2024-03-31 18,049 $1,031,000 200
   SUMITOMO MITSUI TRUST HOLDINGS, INC. 958 - 2024-03-31 17,711 $1,012,000 -344
   NOMURA ASSET MANAGEMENT CO LTD 775 - 2024-03-31 17,610 $1,006,000 600
   CENTERSQUARE INVESTMENT MANAGEMENT LLC 67 - 2024-03-31 14,600 $982,000 2,900
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1740 - 2024-03-31 16,955 $969,000 3,963
   NEW YORK STATE TEACHERS RETIREMENT SYSTEM 1319 - 2024-03-31 16,864 $964,000 -1,446
   ALASKA RETIREMENT MANAGEMENT BOARD 1073 - 2024-03-31 16,312 $931,000 -53
   BARCLAYS PLC 2399 - 2024-03-31 15,889 $908,000 -14,712
   PUTNAM INVESTMENTS LLC 778 *New 2023-12-31 14,815 $862,000 14,815
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 1873 - 2024-03-31 15,060 $861,000 -743
   Goss Wealth Management LLC 1073 - 2024-03-31 14,638 $836,000 16
   UBS Group AG 3693 - 2024-03-31 13,912 $795,000 -2,266
   NEW YORK STATE COMMON RETIREMENT FUND 1832 - 2024-03-31 13,865 $792,000 -6,814
   DEUTSCHE BANK AG 2064 - 2024-03-31 13,535 $773,000 2,865
   TEXAS PERMANENT SCHOOL FUND 1385 - 2024-03-31 13,174 $753,000 176
   CITIGROUP INC 2479 - 2024-03-31 13,164 $752,000 894
   Vestcor Investment Management Corp 506 - 2024-03-31 13,131 $750,000 4,158
   AMUNDI 1252 - 2024-03-31 11,917 $746,000 -969
   THRIVENT FINANCIAL FOR LUTHERANS 1982 - 2024-03-31 13,059 $746,000 -17,115
   ARROWSTREET CAPITAL LIMITED PARTNERSHIP 1379 *New 2024-03-31 12,794 $731,000 12,794
   UniSuper Management Pty Ltd 638 - 2024-03-31 12,785 $731,000 8,515
   ENVESTNET ASSET MANAGEMENT INC 3198 - 2024-03-31 12,693 $725,000 12,693
   Ensign Peak Advisors Inc 1526 - 2024-03-31 12,233 $699,000 -617
   PRICE T ROWE ASSOCIATES INC /MD/ 2063 - 2024-03-31 12,191 $697,000 652
   TWO SIGMA INVESTMENTS LLC 2069 *New 2024-03-31 12,059 $689,000 12,059
   ING INVESTMENT MANAGEMENT LLC 1748 - 2024-03-31 11,067 $632,000 4,721
   HSBC HOLDINGS PLC 1625 - 2024-03-31 10,930 $625,000 2,244
   ACCREDITED INVESTORS INC. 117 *New 2024-03-31 9,975 $570,000 9,975
   ZIEGLER CAPITAL MANAGEMENT LLC 342 - 2024-03-31 9,904 $566,000 662
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 1850 - 2024-03-31 10,571 $546,000 -2,045
   Boston Partners 685 *New 2024-03-31 9,543 $545,000 9,543
   MITSUBISHI UFJ ASSET MANAGEMENT CO., LTD. 867 - 2024-03-31 9,385 $536,000 0
   MILLENNIUM MANAGEMENT LLC 3149 - 2024-03-31 9,135 $522,000 -11,812
   WELLS FARGO & CO/MN 3374 - 2024-03-31 8,962 $512,000 390
   Illinois Municipal Retirement Fund 1221 - 2024-03-31 8,806 $503,000 63
   Y-Intercept (Hong Kong) Ltd 709 - 2024-03-31 8,759 $500,000 4,213
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC 781 *New 2024-03-31 8,524 $487,000 8,524
   Pensionfund Sabic 168 - 2024-03-31 8,519 $487,000 1,800
   Bremer Bank National Association 126 - 2024-03-31 8,404 $480,000 -3,986
   AMERICAN INTERNATIONAL GROUP INC 1692 - 2024-03-31 8,151 $466,000 -73
   MetLife Investment Advisors LLC 1720 - 2024-03-31 8,088 $462,000 0
   State of Tennessee Treasury Department 1430 - 2024-03-31 7,534 $430,000 -978
   Louisiana State Employees Retirement System 1385 - 2024-03-31 7,500 $429,000 0
   First International Bank & Trust 49 - 2024-03-31 6,860 $392,000 0
   YOUSIF CAPITAL MANAGEMENT LLC 1616 - 2024-03-31 6,834 $390,000 -675
   Centiva Capital LP 799 *New 2024-03-31 6,622 $378,000 6,622
   Quadrature Capital LTD 832 - 2024-03-31 6,620 $378,000 -3,804
   MACQUARIE GROUP LTD 1415 - 2024-03-31 6,620 $378,000 -12
   COMERICA BANK 2036 - 2024-03-31 6,225 $356,000 -675
   Capital Square LLC 99 - 2024-03-31 6,211 $355,000 51
   DAVIDSON D A & CO 1113 - 2024-03-31 6,188 $354,000 -2,083
   UBS OCONNOR LLC 321 *New 2024-03-31 6,050 $346,000 6,050

  100 Records found
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