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INVESTORS REAL ESTATE TR
INVESTORS REAL ESTATE TR. Institutional holdings reported to the SEC.

Institutional Holders (2017Q1)
Portfolio Summary: 115 Institutional holders with a total value of $383,294,107.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD GROUP INC 19,554,774 115,960,000 30.25%
2 BlackRock Finance, Inc. 10,399,121 61,666,000 16.09%
3 UNIPLAN INVESTMENT COUNSEL, INC. 4,051,418 23,984,000 6.26%
4 STATE STREET CORP 2,635,798 15,632,000 4.08%
5 PACIFIC HEIGHTS ASSET MANAGEMENT LLC 2,500,000 14,825,000 3.87%
6 RENAISSANCE TECHNOLOGIES LLC 2,078,100 12,323,000 3.22%
7 NORTHERN TRUST CORP 2,011,403 11,928,000 3.11%
8 DIMENSIONAL FUND ADVISORS LP 1,766,295 10,474,000 2.73%
9 NORGES BANK 1,313,115 7,787,000 2.03%
10 WELLS FARGO & COMPANY/MN 1,285,951 7,625,000 1.99%
11 Invesco Ltd. 1,191,261 7,064,000 1.84%
12 Bank of New York Mellon Corp 1,116,903 6,623,000 1.73%
13 GRACE & WHITE INC /NY 932,946 5,532,000 1.44%
14 GEODE CAPITAL MANAGEMENT, LLC 919,476 5,452,000 1.42%
15 INVESTMENT CENTERS OF AMERICA INC 878,697 5,211,000 1.36%
16 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 817,201 4,847,000 1.26%
17 IRONBRIDGE CAPITAL MANAGEMENT LP 731,889 4,340,000 1.13%
18 D.A. DAVIDSON & CO. 705,141 4,181,000 1.09%
19 INLAND AMERICAN REAL ESTATE TRUST, INC. 550,526 3,265,000 0.85%
20 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 492,232 2,919,000 0.76%
21 CREDIT SUISSE AG/ 387,676 2,298,000 0.60%
22 TIAA CREF INVESTMENT MANAGEMENT LLC 311,199 1,845,000 0.48%
23 FIRST TRUST ADVISORS LP 301,781 1,790,000 0.47%
24 Legal & General Group Plc 300,711 1,784,000 0.47%
25 STEPHENS INC /AR/ 299,555 1,776,000 0.46%
26 Asset Management One Co., Ltd. 277,330 1,649,000 0.43%
27 PARAMETRIC PORTFOLIO ASSOCIATES LLC 267,723 1,588,000 0.41%
28 CITIGROUP INC 255,998 1,518,000 0.40%
29 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 238,704 1,416,000 0.37%
30 MORGAN STANLEY 228,504 1,354,000 0.35%
31 FIFTH THIRD BANCORP 226,332 1,342,000 0.35%
32 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 225,021 1,334,374 0.35%
33 STRS OHIO 219,355 1,300,000 0.34%
34 ALLIANCEBERNSTEIN L.P. 211,530 1,254,000 0.33%
35 TEACHERS ADVISORS, LLC 208,123 1,234,000 0.32%
36 AXA S.A. 205,240 1,217,000 0.32%
37 ROYAL BANK OF CANADA 204,994 1,215,000 0.32%
38 SUSQUEHANNA INTERNATIONAL GROUP, LLP 185,469 1,100,000 0.29%
39 RHUMBLINE ADVISERS 181,000 1,073,000 0.28%
40 US BANCORP \DE\ 170,584 1,011,000 0.26%
41 PRICE T ROWE ASSOCIATES INC /MD/ 168,685 1,000,000 0.26%
42 DEUTSCHE BANK AG\ 156,332 925,000 0.24%
43 SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 150,045 890,000 0.23%
44 BREMER TRUST NATIONAL ASSOCIATION 140,318 832,000 0.22%
45 GOLDMAN SACHS GROUP INC 131,236 778,000 0.20%
46 TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA 130,841 776,000 0.20%
47 IndexIQ Advisors LLC 130,080 771,000 0.20%
48 AMP Capital Investors Ltd 119,362 711,000 0.19%
49 Sumitomo Mitsui Trust Group, Inc. 118,625 703,000 0.18%
50 NEW YORK STATE COMMON RETIREMENT FUND 116,901 693,000 0.18%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.