Beaird Harris Wealth Management’s Innovative Industrial Properties IIPR Stock Holding History

Beaird Harris 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
2024 Q4	–	Sell	-262	Closed	-$35.3K	–	518
2024 Q3	$35.3K	Hold	262	–	–	﹤0.01%	256
2024 Q2	$28.6K	Hold	262	–	–	﹤0.01%	271
2024 Q1	$27.1K	Hold	262	–	–	﹤0.01%	253
2023 Q4	$26.4K	Hold	262	–	–	﹤0.01%	238
2023 Q3	$19.8K	Sell	262 -19	-7%	-$1.52K	﹤0.01%	235
2023 Q2	$20.5K	Hold	281	–	–	﹤0.01%	227
2023 Q1	$21.4K	Hold	281	–	–	﹤0.01%	222
2022 Q4	$28.5K	Hold	281	–	–	0.01%	220
2022 Q3	$25K	Hold	281	–	–	0.01%	217
2022 Q2	$31K	Hold	281	–	–	0.01%	171
2022 Q1	$58K	Hold	281	–	–	0.02%	175
2021 Q4	$74K	Buy	+281	New	+$72.1K	0.03%	195

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 $3.38T AUM 44.17% 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

Beaird Harris Wealth Management's IIPR Position: Q4 2024 in Review

Beaird Harris Wealth Management sold out of Innovative Industrial Properties (IIPR) in Q4 2024, closing a stake of 262 shares — an estimated $35.3K sold.

Beaird Harris Wealth Management first reported a position in IIPR in Q4 2021 and held it in 12 quarters. The position peaked at $74K in Q4 2021. 359 funds tracked by Wall St. Rank hold IIPR as of Q4 2024.

Beaird Harris Wealth Management reported no remaining Innovative Industrial Properties position as of Q4 2024 after selling out during the quarter.
Beaird Harris Wealth Management sold 262 Innovative Industrial Properties shares in Q4 2024, an estimated $35.3K.
Beaird Harris Wealth Management first reported a position in Innovative Industrial Properties in Q4 2021 and held it in 12 quarters.
Beaird Harris Wealth Management's Innovative Industrial Properties position peaked at $74K in Q4 2021.
359 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q4 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.