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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
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

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.