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B. Riley Wealth Advisors’s Innovative Industrial Properties IIPR Stock Holding History

B. Riley Wealth 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
2024
Q4 		– Sell
-4,364
Closed -$594K – 1212
2024
Q3 		$594K Sell
4,364
-511
-10% -$62.2K 0.02% 684
2024
Q2 		$542K Buy
4,875
+1,800
+59% +$189K 0.01% 780
2024
Q1 		$238K Sell
3,075
-2,786
-48% -$266K 0.01% 1168
2023
Q4 		$597K Buy
5,861
+2,786
+91% +$228K 0.02% 724
2023
Q3 		$238K Sell
3,075
-4,193
-58% -$335K 0.01% 1168
2023
Q2 		$534K Sell
7,268
-939
-11% -$66.1K 0.01% 818
2023
Q1 		$627K Sell
8,207
-6,318
-43% -$558K 0.02% 718
2022
Q4 		$1.49M Buy
14,525
+422
+3% +$44.9K 0.04% 417
2022
Q3 		$1.25M Sell
14,103
-847
-6% -$82.2K 0.04% 437
2022
Q2 		$1.64M Sell
14,950
-14,404
-49% -$2.04M 0.07% 282
2022
Q1 		$6.03M Sell
29,354
-12,246
-29% -$2.41M 0.2% 110
2021
Q4 		$10.9M Buy
41,600
+21,184
+104% +$5.43M 0.32% 68
2021
Q3 		$4.56M Buy
20,416
+1,556
+8% +$351K 0.15% 155
2021
Q2 		$3.57M Buy
18,860
+9,102
+93% +$1.67M 0.12% 202
2021
Q1 		$1.77M Buy
9,758
+1,843
+23% +$353K 0.06% 335
2020
Q4 		$1.45M Sell
7,915
-708
-8% -$106K 0.08% 251
2020
Q3 		$943K Buy
8,623
+363
+4% +$40.6K 0.05% 323
2020
Q2 		$728K Sell
8,260
-2,350
-22% -$191K 0.05% 345
2020
Q1 		$806K Buy
+10,610
New +$896K 0.07% 277
2019
Q4 		– Sell
-6,084
Closed -$562K – 876
2019
Q3 		$562K Buy
6,084
+3,085
+103% +$325K 0.06% 371
2019
Q2 		$371K Sell
2,999
-1,834
-38% -$168K 0.04% 487
2019
Q1 		$395K Buy
+4,833
New +$327K 0.05% 400

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

B. Riley Wealth Advisors's IIPR Position: Q4 2024 in Review

B. Riley Wealth Advisors sold out of Innovative Industrial Properties (IIPR) in Q4 2024, closing a stake of 4,364 shares — an estimated $594K sold.

B. Riley Wealth Advisors first reported a position in IIPR in Q1 2019 and held it in 22 quarters. The position peaked at $10.9M in Q4 2021. 359 funds tracked by Wall St. Rank hold IIPR as of Q4 2024.

  • B. Riley Wealth Advisors reported no remaining Innovative Industrial Properties position as of Q4 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 4,364 Innovative Industrial Properties shares in Q4 2024, an estimated $594K.
  • B. Riley Wealth Advisors first reported a position in Innovative Industrial Properties in Q1 2019 and held it in 22 quarters.
  • B. Riley Wealth Advisors's Innovative Industrial Properties position peaked at $10.9M in Q4 2021.
  • 359 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.