Baldwin Wealth Partners’s Innovative Industrial Properties IIPR Stock Holding History

Baldwin Wealth 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
2024 Q4	–	Sell	-425	Closed	-$57.2K	–	614
2024 Q3	$57.2K	Hold	425	–	–	﹤0.01%	522
2024 Q2	$46.4K	Hold	425	–	–	﹤0.01%	364
2024 Q1	$44K	Hold	425	–	–	﹤0.01%	385
2023 Q4	$42.8K	Hold	425	–	–	﹤0.01%	392
2023 Q3	$32.2K	Hold	425	–	–	﹤0.01%	449
2023 Q2	$31K	Hold	425	–	–	﹤0.01%	480
2023 Q1	$32.3K	Hold	425	–	–	﹤0.01%	481
2022 Q4	$43.1K	Sell	425 -600	-59%	-$63.9K	﹤0.01%	432
2022 Q3	$91K	Buy	1,025 +400	+64%	+$38.8K	0.01%	255
2022 Q2	$69K	Buy	625 +300	+92%	+$42.6K	0.01%	301
2022 Q1	$67K	Buy	+325	New	+$64K	0.01%	327

Other funds holding IIPR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Baldwin Wealth Partners's IIPR Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Innovative Industrial Properties (IIPR) in Q4 2024, closing a stake of 425 shares — an estimated $57.2K sold.

Baldwin Wealth Partners first reported a position in IIPR in Q1 2022 and held it in 11 quarters. The position peaked at $91K in Q3 2022. 359 funds tracked by Wall St. Rank hold IIPR as of Q4 2024.

Baldwin Wealth Partners reported no remaining Innovative Industrial Properties position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 425 Innovative Industrial Properties shares in Q4 2024, an estimated $57.2K.
Baldwin Wealth Partners first reported a position in Innovative Industrial Properties in Q1 2022 and held it in 11 quarters.
Baldwin Wealth Partners's Innovative Industrial Properties position peaked at $91K in Q3 2022.
359 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.