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Get Institutions for : 
Investors Real Estate Trust (CSR)  
$70.04 0.69 (0.99%) as of 4:30 Tue 5/7


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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  : 
15.43 (28.25%)  




 
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
   EverSource Wealth Advisors LLC 2550 *Closed 2023-12-31 0 $0 -51
   GSA CAPITAL PARTNERS LLP 1605 *Closed 2024-03-31 0 $0 -9,250
   MDAM ASSET MANAGEMENT CO., LTD. 553 *Closed 2023-12-31 0 $0 -4,239
   CREATIVE PLANNING 2833 *Closed 2023-12-31 0 $0 -4,326
   ENVESTNET ASSET MANAGEMENT INC 4049 *Closed 2023-12-31 0 $0 -15,175
   DARK FOREST CAPITAL MANAGEMENT LP 530 *Closed 2023-12-31 0 $0 -9,104
   Penserra Capital Management LLC 1286 *Closed 2023-12-31 0 $0 -192
   ALPS ADVISERS INC 981 *Closed 2023-12-31 0 $0 -4,174
   ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. 1000 *Closed 2024-03-31 0 $0 -155
   BAKER AVENUE ASSET MANAGEMENT, LP 1189 *Closed 2023-12-31 0 $0 -16
   T. Rowe Price Investment Management Inc. 606 *Closed 2023-12-31 0 $0 -140,390
   BESSEMER GROUP INC 2211 *Closed 2023-12-31 0 $0 -20
   HRT FINANCIAL LLC 2770 *Closed 2023-12-31 0 $0 -3,760
   HGI Capital Management LLC 55 *Closed 2023-12-31 0 $0 -7,190
   Hill Winds Capital LP 46 *Closed 2022-12-31 0 $0 -40,000
   BOOTHBAY FUND MANAGEMENT LLC 1631 *Closed 2023-12-31 0 $0 -17,951
   HEITMAN REAL ESTATE SECURITIES LLC 59 *Closed 2023-12-31 0 $0 -420,716

  17 Records found
  1    
  Page 1 of 1
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