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Accel Wealth Management’s Innovative Industrial Properties IIPR Stock Holding History

Accel Wealth Management’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
2023
Q2 		– Sell
-125
Closed -$9.5K – 503
2023
Q1 		$9.5K Hold
125
– – ﹤0.01% 908
2022
Q4 		$12.7K Hold
125
– – 0.01% 655
2022
Q3 		$12K Sell
125
-150
-55% -$14.6K 0.01% 695
2022
Q2 		$26K Hold
275
– – 0.01% 476
2022
Q1 		$55K Hold
275
– – 0.03% 354
2021
Q4 		$72K Buy
275
+150
+120% +$38.5K 0.04% 315
2021
Q3 		$29K Hold
125
– – 0.02% 429
2021
Q2 		$24K Hold
125
– – 0.02% 493
2021
Q1 		$23K Hold
125
– – 0.02% 469
2020
Q4 		$23K Buy
+125
New +$18.7K 0.02% 457

Other funds holding IIPR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Accel Wealth Management's IIPR Position: Q2 2023 in Review

Accel Wealth Management sold out of Innovative Industrial Properties (IIPR) in Q2 2023, closing a stake of 125 shares — an estimated $9.5K sold.

Accel Wealth Management first reported a position in IIPR in Q4 2020 and held it in 10 quarters. The position peaked at $72K in Q4 2021. 328 funds tracked by Wall St. Rank hold IIPR as of Q2 2023.

  • Accel Wealth Management reported no remaining Innovative Industrial Properties position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 125 Innovative Industrial Properties shares in Q2 2023, an estimated $9.5K.
  • Accel Wealth Management first reported a position in Innovative Industrial Properties in Q4 2020 and held it in 10 quarters.
  • Accel Wealth Management's Innovative Industrial Properties position peaked at $72K in Q4 2021.
  • 328 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.