VHAM
IRET.PRB.CL

Van Hulzen Asset Management’s Investors Real Estate Trust IRET.PRB.CL Stock Holding History

Van Hulzen Asset Management’s Portfolio IRET.PRB.CL Stock Details IRET.PRB.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-17,700
Closed -$457K – 178
2016
Q3 		$457K Hold
17,700
– – 0.25% 76
2016
Q2 		$464K Hold
17,700
– – 0.26% 77
2016
Q1 		$463K Buy
17,700
+100
+0.6% +$2.57K 0.26% 78
2015
Q4 		$449K Buy
17,600
+400
+2% +$10.3K 0.28% 72
2015
Q3 		$443K Sell
17,200
-1,700
-9% -$43.7K 0.29% 73
2015
Q2 		$479K Buy
18,900
+2,000
+12% +$51.7K 0.26% 83
2015
Q1 		$443K Buy
+16,900
New +$446K 0.27% 82

Other funds holding IRET.PRB.CL

KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
HCM
Highlander Capital Management Short Hills, New Jersey $292M AUM 22.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Van Hulzen Asset Management's IRET.PRB.CL Position: Q4 2016 in Review

Van Hulzen Asset Management sold out of Investors Real Estate Trust (IRET.PRB.CL) in Q4 2016, closing a stake of 17,700 shares — an estimated $457K sold.

Van Hulzen Asset Management first reported a position in IRET.PRB.CL in Q1 2015 and held it in 7 quarters. The position peaked at $479K in Q2 2015. 3 funds tracked by Wall St. Rank hold IRET.PRB.CL as of Q4 2016.

  • Van Hulzen Asset Management reported no remaining Investors Real Estate Trust position as of Q4 2016 after selling out during the quarter.
  • Van Hulzen Asset Management sold 17,700 Investors Real Estate Trust shares in Q4 2016, an estimated $457K.
  • Van Hulzen Asset Management first reported a position in Investors Real Estate Trust in Q1 2015 and held it in 7 quarters.
  • Van Hulzen Asset Management's Investors Real Estate Trust position peaked at $479K in Q2 2015.
  • 3 funds tracked by Wall St. Rank held Investors Real Estate Trust as of Q4 2016.

Based on Van Hulzen Asset Management's 13F filing for Q4 2016, filed 6 Feb 2017.