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Get Institutions for : 
Investors Real Estate Trust (CSR)  
$64.33 0.57 (0.88%) as of 4:30 Thu 4/25


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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  : 
9.72 (17.8%)  




 
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. 1742 - 2023-12-31 2,866,573 $166,835,000 121,387
   VANGUARD GROUP INC 1687 - 2023-12-31 2,391,513 $139,186,000 -12,017
   STATE STREET CORP 1611 - 2023-12-31 1,011,463 $59,598,000 24,002
   WELLINGTON MANAGEMENT CO LLP 830 - 2023-12-31 557,993 $32,475,000 -15,547
   RENAISSANCE TECHNOLOGIES LLC 568 - 2023-12-31 388,459 $22,608,000 -10,573
   GEODE CAPITAL MANAGEMENT LLC 1886 - 2023-12-31 361,236 $21,026,000 19,653
   MORGAN STANLEY 2940 - 2023-12-31 261,665 $15,229,000 111,551
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 1783 - 2023-12-31 251,117 $14,615,000 3,272
   NORTHERN TRUST CORP 1900 - 2023-12-31 219,544 $12,777,000 15,331
   DIMENSIONAL FUND ADVISORS INC 2244 - 2023-12-31 204,396 $11,897,000 -10,195
   NUVEEN ASSET MANAGEMENT, LLC 1480 - 2023-12-31 201,786 $11,847,000 1,060
   PACIFIC HEIGHTS ASSET MANAGEMENT LLC 36 - 2023-12-31 200,000 $11,640,000 0
   BALYASNY ASSET MANAGEMENT LLC 572 - 2023-12-31 196,561 $11,440,000 188,252
   J P MORGAN CHASE & CO 1958 - 2023-12-31 189,226 $11,013,000 32,239
   BANK OF NEW YORK MELLON CORP 2055 - 2023-12-31 148,218 $8,626,000 -22,022
   LEGAL & GENERAL GROUP PLC 1284 - 2023-12-31 133,145 $7,749,000 6,034
   PEREGRINE CAPITAL MANAGEMENT LLC - 2023-12-31 120,709 $7,025,000 -31,345
   INVESCO LTD 2037 - 2023-12-31 113,083 $6,581,000 8,371
   PRUDENTIAL FINANCIAL INC 870 - 2023-12-31 97,568 $5,678,000 55,985
   NORGES BANK 1649 *New 2023-12-31 97,131 $5,653,000 97,131
   WESTWOOD HOLDINGS GROUP INC 249 *New 2023-12-31 90,000 $5,238,000 90,000
   GOLDMAN SACHS GROUP INC/ 2531 - 2023-12-31 88,118 $5,128,000 -47,266
   PRINCIPAL FINANCIAL GROUP INC 1587 - 2023-12-31 78,476 $4,567,000 -2,119
   PHOCAS FINANCIAL CORP 79 - 2023-12-31 77,688 $4,521,000 -3,914
   UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 1274 - 2023-12-31 73,952 $4,304,000 -5,297
   GLOBEFLEX CAPITAL L P 77 - 2023-12-31 53,937 $3,139,000 0
   AMERIPRISE FINANCIAL INC 2596 - 2023-12-31 51,900 $3,021,000 -190,911
   RHUMBLINE ADVISERS 1697 - 2023-12-31 51,691 $3,008,000 1,282
   PENN CAPITAL MANAGEMENT CO INC 89 - 2023-12-31 48,204 $2,805,000 0
   EVERCORE WEALTH MANAGEMENT, LLC 137 - 2023-12-31 47,841 $2,784,000 0
   SEI INVESTMENTS CO 1501 - 2023-12-31 43,234 $2,516,000 375
   PANAGORA ASSET MANAGEMENT INC 503 - 2023-12-31 41,413 $2,410,000 26,716
   BANK OF AMERICA CORP /DE/ 3548 - 2023-12-31 33,438 $1,946,000 -38,431
   PUBLIC SECTOR PENSION INVESTMENT BOARD 802 - 2023-12-31 31,245 $1,818,000 12,768
   BARCLAYS PLC 2171 - 2023-12-31 30,601 $1,781,000 17,771
   THRIVENT FINANCIAL FOR LUTHERANS 1407 - 2023-12-31 30,174 $1,756,000 -15,599
   Swiss National Bank 1933 - 2023-12-31 29,500 $1,717,000 -3,400
   ING CLARION REAL ESTATE SECURITIES/N L.P. 98 *New 2023-12-31 29,344 $1,708,000 29,344
   GREAT WEST LIFE ASSURANCE CO /CAN/ 1322 - 2023-12-31 29,001 $1,686,000 -758
   CREDIT SUISSE/ 1972 - 2023-12-31 28,132 $1,637,000 10,066
   STATE OF NEW JERSEY COMMON PENSION FUND D 1520 - 2023-12-31 25,000 $1,455,000 0
   DIAM CO. LTD - 2023-12-31 23,023 $1,366,000 301
   PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 1105 - 2023-12-31 21,835 $1,271,000 168
   MILLENNIUM MANAGEMENT LLC 2612 - 2023-12-31 20,947 $1,219,000 12,226
   NEW YORK STATE COMMON RETIREMENT FUND 1643 - 2023-12-31 20,679 $1,204,000 329
   TEACHER RETIREMENT SYSTEM OF TEXAS 886 - 2023-12-31 20,540 $1,195,000 2,891
   ALLIANCEBERNSTEIN L.P. 2217 - 2023-12-31 18,887 $1,099,000 -42
   NEW YORK STATE TEACHERS RETIREMENT SYSTEM - 2023-12-31 18,310 $1,066,000 -200
   Vident Advisory LLC 543 - 2023-12-31 18,301 $1,065,000 -212
   PENSIONFUND DSM NETHERLANDS 47 - 2024-03-31 18,280 $1,045,000 3,000
   MARTINGALE ASSET MANAGEMENT L P 441 - 2023-12-31 17,849 $1,039,000 341
   Jackson Creek Investment Advisors LLC 102 *New 2023-12-31 17,605 $1,025,000 17,605
   SUMITOMO MITSUI TRUST HOLDINGS, INC. 958 - 2024-03-31 17,711 $1,012,000 -344
   NOMURA ASSET MANAGEMENT CO LTD 792 - 2023-12-31 17,010 $990,000 470
   UBS Group AG 3460 - 2023-12-31 16,178 $942,000 8,611
   ALASKA RETIREMENT MANAGEMENT BOARD 1073 - 2024-03-31 16,312 $931,000 -53
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 1866 - 2023-12-31 15,803 $920,000 -763
   PUTNAM INVESTMENTS LLC 778 *New 2023-12-31 14,815 $862,000 14,815
   Goss Wealth Management LLC 1004 - 2023-12-31 14,622 $851,000 -499
   TEXAS PERMANENT SCHOOL FUND 1376 - 2023-12-31 12,998 $756,000 308
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1825 - 2023-12-31 12,992 $756,000 3,928
   Ensign Peak Advisors Inc 1533 - 2023-12-31 12,850 $748,000 200
   SG AMERICAS SECURITIES LLC 1014 - 2023-12-31 12,662 $737,000 318
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. - 2023-12-31 12,616 $734,000 563
   CITIGROUP INC 2326 - 2023-12-31 12,270 $714,000 2,435
   AMUNDI 1291 - 2023-12-31 12,886 $705,000 -1,258
   CENTERSQUARE INVESTMENT MANAGEMENT LLC 71 *New 2023-12-31 11,700 $681,000 11,700
   LPL FINANCIAL CORP 3357 - 2023-12-31 11,590 $675,000 298
   PRICE T ROWE ASSOCIATES INC /MD/ 2040 - 2023-12-31 11,539 $672,000 194
   Quest Partners LLC 261 - 2023-12-31 11,350 $661,000 0
   DEUTSCHE BANK AG 2185 - 2023-12-31 10,670 $621,000 -158
   Quadrature Capital LTD 583 - 2023-12-31 10,424 $607,000 10,424
   STATE OF WISCONSIN INVESTMENT BOARD 1682 - 2023-12-31 9,317 $542,000 -2,910
   ZIEGLER CAPITAL MANAGEMENT LLC 351 - 2023-12-31 9,242 $538,000 535
   GSA CAPITAL PARTNERS LLP 748 *New 2023-12-31 9,250 $538,000 9,250
   MITSUBISHI UFJ ASSET MANAGEMENT CO., LTD. 884 - 2023-12-31 9,385 $523,000 0
   Vestcor Investment Management Corp 646 *New 2023-12-31 8,973 $522,000 8,973
   Illinois Municipal Retirement Fund 1231 - 2023-12-31 8,743 $509,000 -216
   FRANKLIN RESOURCES INC 1869 - 2023-12-31 8,704 $507,000 1,421
   HSBC HOLDINGS PLC 1624 - 2023-12-31 8,686 $506,000 1,761
   SPRINGBOK CAPITAL MANAGEMENT LLC 440 - 2023-12-31 8,591 $500,000 -27
   WELLS FARGO & CO/MN 3346 - 2023-12-31 8,572 $499,000 -3
   State of Tennessee Treasury Department 1401 - 2023-12-31 8,512 $495,000 -196
   ROYAL BANK OF CANADA 3656 - 2023-12-31 8,509 $495,000 1,929
   Pensionfund Sabic 168 - 2024-03-31 8,519 $487,000 1,800
   DAVIDSON D A & CO 965 - 2023-12-31 8,271 $481,000 -4,588
   Bremer Bank National Association 126 - 2024-03-31 8,404 $480,000 -3,986
   AMERICAN INTERNATIONAL GROUP INC 1684 - 2023-12-31 8,224 $479,000 -63
   MetLife Investment Advisors LLC 1723 - 2023-12-31 8,088 $471,000 0
   YOUSIF CAPITAL MANAGEMENT LLC 1584 - 2023-12-31 7,509 $437,000 145
   Louisiana State Employees Retirement System 1385 - 2023-12-31 7,500 $437,000 -100
   CITADEL ADVISORS LLC 3745 - 2023-12-31 7,407 $431,000 7,407
   COMERICA BANK 1959 - 2023-12-31 6,900 $402,000 40
   First International Bank & Trust 49 - 2024-03-31 6,860 $392,000 0
   MACQUARIE GROUP LTD 1444 - 2023-12-31 6,632 $386,000 2,443
   JANUS HENDERSON GROUP PLC 2118 - 2023-12-31 6,367 $371,000 -11
   ING INVESTMENT MANAGEMENT LLC 2081 - 2023-12-31 6,346 $369,000 -82
   Capital Square LLC - 2023-12-31 6,160 $359,000 -322
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4232 - 2023-12-31 6,072 $353,000 -11,462
   Horst & Graben Wealth Management LLC 96 - 2023-12-31 6,045 $352,000 0

  100 Records found
  1    
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