1IA
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1620 Investment Advisors’s Innovative Industrial Properties IIPR Stock Holding History

1620 Investment Advisors’s Portfolio IIPR Stock Details IIPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$265K Sell
4,270
-66
-2% -$3.71K 0.16% 141
2026
Q1 		$218K Buy
4,336
+18
+0.4% +$908 0.15% 149
2025
Q4 		$205K Sell
4,318
-501
-10% -$25.9K 0.14% 157
2025
Q3 		$258K Sell
4,819
-35
-0.7% -$1.9K 0.18% 130
2025
Q2 		$268K Sell
4,854
-697
-13% -$38.2K 0.19% 131
2025
Q1 		$300K Sell
5,551
-133
-2% -$9.21K 0.23% 124
2024
Q4 		$379K Sell
5,684
-143
-2% -$16.1K 0.29% 107
2024
Q3 		$784K Sell
5,827
-21
-0.4% -$2.56K 0.57% 42
2024
Q2 		$639K Buy
5,848
+40
+0.7% +$4.2K 0.49% 51
2024
Q1 		$601K Buy
5,808
+10
+0.2% +$954 0.6% 54
2023
Q4 		$585K Sell
5,798
-278
-5% -$22.8K 0.64% 53
2023
Q3 		$460K Sell
6,076
-1
-0% -$80 0.52% 63
2023
Q2 		$444K Buy
+6,077
New +$428K 0.48% 73
2023
Q1 		– Sell
-9,210
Closed -$933K – 136
2022
Q4 		$933K Buy
9,210
+3,375
+58% +$359K 1.13% 23
2022
Q3 		$516K Buy
5,835
+1,782
+44% +$173K 0.76% 45
2022
Q2 		$445K Buy
4,053
+541
+15% +$76.7K 0.61% 59
2022
Q1 		$923K Hold
3,512
– – 1% 30
2021
Q4 		$923K Buy
+3,512
New +$901K 1.03% 30

Other funds holding IIPR

TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $93.5M AUM 26.49% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return