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

Avitas 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
2022
Q1 		– Sell
-11,890
Closed -$3.13M – 202
2021
Q4 		$3.13M Buy
11,890
+208
+2% +$53.4K 0.52% 77
2021
Q3 		$2.7M Buy
11,682
+178
+2% +$40.2K 0.49% 80
2021
Q2 		$2.2M Buy
11,504
+376
+3% +$69K 0.39% 100
2021
Q1 		$2M Buy
11,128
+951
+9% +$182K 0.39% 96
2020
Q4 		$1.86M Buy
+10,177
New +$1.52M 0.38% 109

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
AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Avitas Wealth Management's IIPR Position: Q1 2022 in Review

Avitas Wealth Management sold out of Innovative Industrial Properties (IIPR) in Q1 2022, closing a stake of 11,890 shares — an estimated $3.13M sold.

Avitas Wealth Management first reported a position in IIPR in Q4 2020 and held it in 5 quarters. The position peaked at $3.13M in Q4 2021. 437 funds tracked by Wall St. Rank hold IIPR as of Q1 2022.

  • Avitas Wealth Management reported no remaining Innovative Industrial Properties position as of Q1 2022 after selling out during the quarter.
  • Avitas Wealth Management sold 11,890 Innovative Industrial Properties shares in Q1 2022, an estimated $3.13M.
  • Avitas Wealth Management first reported a position in Innovative Industrial Properties in Q4 2020 and held it in 5 quarters.
  • Avitas Wealth Management's Innovative Industrial Properties position peaked at $3.13M in Q4 2021.
  • 437 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q1 2022.

Based on Avitas Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.