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

Institutional Holders (2017Q1)
Portfolio Summary: 128 Institutional holders with a total value of $385,445,699.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BANK OF MONTREAL /CAN/ 14 0 0.00%
2 IHT WEALTH MANAGEMENT, LLC 89 1,000 0.00%
3 ASSETMARK, INC 180 1,000 0.00%
4 MEEDER ASSET MANAGEMENT INC 329 2,000 0.00%
5 Alexandria Capital, LLC 266 2,000 0.00%
6 PNC FINANCIAL SERVICES GROUP, INC. 400 2,000 0.00%
7 FEDERATED HERMES, INC. 797 5,000 0.00%
8 CUTLER GROUP LLC / CA 1,100 6,000 0.00%
9 SMITH ASSET MANAGEMENT GROUP LP 1,197 7,000 0.00%
10 PARALLEL ADVISORS, LLC 2,415 14,000 0.00%
11 HUNTINGTON NATIONAL BANK 2,649 16,000 0.00%
12 PENSERRA CAPITAL MANAGEMENT LLC 2,872 17,000 0.00%
13 Capital Analysts, LLC 6,339 37,592 0.01%
14 FIRST PREMIER BANK 6,590 39,000 0.01%
15 Zurcher Kantonalbank (Zurich Cantonalbank) 6,987 41,000 0.01%
16 BARCLAYS PLC 8,034 48,000 0.01%
17 Daiwa Securities Group Inc. 9,500 56,000 0.01%
18 GAM Holding AG 9,717 58,000 0.02%
19 Ameritas Investment Partners, Inc. 9,894 59,000 0.02%
20 UNITED CAPITAL FINANCIAL ADVISORS, LLC 10,340 61,000 0.02%
21 First Allied Advisory Services, Inc. 10,714 64,000 0.02%
22 CANADA LIFE ASSURANCE Co 11,083 65,000 0.02%
23 ELLINGTON MANAGEMENT GROUP LLC 10,900 65,000 0.02%
24 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 11,971 71,000 0.02%
25 NATIONAL PLANNING CORP 12,863 77,000 0.02%
26 Creative Planning 13,313 79,000 0.02%
27 PRUDENTIAL FINANCIAL INC 13,402 79,000 0.02%
28 ADVISOR GROUP, INC. 13,952 83,000 0.02%
29 ProShare Advisors LLC 34,247 83,000 0.02%
30 PRINCIPAL FINANCIAL GROUP INC 14,443 86,000 0.02%
31 TEZA CAPITAL MANAGEMENT LLC 15,183 90,000 0.02%
32 AMALGAMATED BANK 15,210 90,000 0.02%
33 FIRST FINANCIAL EQUITY CORPORATION 15,479 93,000 0.02%
34 STIFEL FINANCIAL CORP 15,697 93,000 0.02%
35 Independent Portfolio Consultants, Inc. 15,800 94,000 0.02%
36 NEW MEXICO EDUCATIONAL RETIREMENT BOARD 16,273 96,000 0.02%
37 Utah Retirement Systems 16,604 98,000 0.03%
38 UBS Group AG 17,218 103,000 0.03%
39 GOODWIN DANIEL L 17,500 104,000 0.03%
40 GUGGENHEIM CAPITAL LLC 18,338 109,000 0.03%
41 Neuberger Berman Group LLC 18,553 110,000 0.03%
42 Mitsubishi UFJ Asset Management Co., Ltd. 19,661 117,000 0.03%
43 BOKF, NA 22,166 131,000 0.03%
44 LPL Financial LLC 22,578 139,000 0.04%
45 Dynamic Technology Lab Private Ltd 23,626 140,000 0.04%
46 TWO SIGMA ADVISERS, LP 24,001 142,000 0.04%
47 LADENBURG THALMANN FINANCIAL SERVICES INC. 25,392 151,000 0.04%
48 Raymond James Financial Services Advisors, Inc. 27,138 161,000 0.04%
49 FORSTA AP-FONDEN 27,200 161,000 0.04%
50 HSBC HOLDINGS PLC 29,459 175,000 0.05%
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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.