Atria Wealth Solutions’s Innovative Industrial Properties IIPR Stock Holding History

Atria Wealth Solutions’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
2024 Q4	–	Sell	-3,610	Closed	-$486K	–	2036
2024 Q3	$486K	Buy	3,610 +1,637	+83%	+$199K	0.01%	1262
2024 Q2	$216K	Buy	1,973 +2	+0.1%	+$210	﹤0.01%	1720
2024 Q1	$205K	Sell	1,971 -448	-19%	-$42.7K	﹤0.01%	1822
2023 Q4	$245K	Buy	+2,419	New	+$198K	﹤0.01%	1643
2023 Q2	–	Sell	-2,712	Closed	-$207K	–	1927
2023 Q1	$207K	Sell	2,712 -1,286	-32%	-$114K	﹤0.01%	1660
2022 Q4	$405K	Buy	3,998 +18	+0.5%	+$1.92K	0.01%	1194
2022 Q3	$352K	Sell	3,980 -1,381	-26%	-$134K	0.01%	1205
2022 Q2	$589K	Buy	5,361 +60	+1%	+$8.51K	0.01%	897
2022 Q1	$1.09M	Buy	+5,301	New	+$1.04M	0.02%	698

Other funds holding IIPR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Atria Wealth Solutions's IIPR Position: Q4 2024 in Review

Atria Wealth Solutions sold out of Innovative Industrial Properties (IIPR) in Q4 2024, closing a stake of 3,610 shares — an estimated $486K sold.

Atria Wealth Solutions first reported a position in IIPR in Q1 2022 and held it in 9 quarters. The position peaked at $1.09M in Q1 2022. 359 funds tracked by Wall St. Rank hold IIPR as of Q4 2024.

Atria Wealth Solutions reported no remaining Innovative Industrial Properties position as of Q4 2024 after selling out during the quarter.
Atria Wealth Solutions sold 3,610 Innovative Industrial Properties shares in Q4 2024, an estimated $486K.
Atria Wealth Solutions first reported a position in Innovative Industrial Properties in Q1 2022 and held it in 9 quarters.
Atria Wealth Solutions's Innovative Industrial Properties position peaked at $1.09M in Q1 2022.
359 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.