AIP
IIPR icon

Almanack Investment Partners’s Innovative Industrial Properties IIPR Stock Holding History

Almanack Investment Partners’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
2022
Q4 		– Sell
-100
Closed -$9K – 652
2022
Q3 		$9K Buy
+100
New +$9.7K ﹤0.01% 492
2022
Q2 		– Sell
-2,122
Closed -$440K – 484
2022
Q1 		$440K Buy
2,122
+34
+2% +$6.69K 0.04% 284
2021
Q4 		$552K Buy
2,088
+17
+0.8% +$4.36K 0.04% 241
2021
Q3 		$482K Buy
2,071
+312
+18% +$70.4K 0.04% 264
2021
Q2 		$338K Buy
1,759
+88
+5% +$16.1K 0.03% 297
2021
Q1 		$303K Buy
+1,671
New +$320K 0.03% 311

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
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Almanack Investment Partners's IIPR Position: Q4 2022 in Review

Almanack Investment Partners sold out of Innovative Industrial Properties (IIPR) in Q4 2022, closing a stake of 100 shares — an estimated $9K sold.

Almanack Investment Partners first reported a position in IIPR in Q1 2021 and held it in 6 quarters. The position peaked at $552K in Q4 2021. 363 funds tracked by Wall St. Rank hold IIPR as of Q4 2022.

  • Almanack Investment Partners reported no remaining Innovative Industrial Properties position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 100 Innovative Industrial Properties shares in Q4 2022, an estimated $9K.
  • Almanack Investment Partners first reported a position in Innovative Industrial Properties in Q1 2021 and held it in 6 quarters.
  • Almanack Investment Partners's Innovative Industrial Properties position peaked at $552K in Q4 2021.
  • 363 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.