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Berman Capital Advisors’s Innovative Industrial Properties IIPR Stock Holding History

Berman Capital 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
2021
Q3 		$33K Buy
147
+70
+91% +$15.8K 0.01% 830
2021
Q2 		$14K Buy
77
+38
+97% +$6.97K ﹤0.01% 1024
2021
Q1 		$7K Buy
39
+19
+95% +$3.64K ﹤0.01% 1155
2020
Q4 		$3K Hold
20
– – ﹤0.01% 1305
2020
Q3 		$2K Hold
20
– – ﹤0.01% 1302
2020
Q2 		$1K Buy
+20
New +$1.63K ﹤0.01% 1436

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Berman Capital Advisors's IIPR Position: Q3 2021 in Review

Berman Capital Advisors increased its Innovative Industrial Properties (IIPR) stake by 91% in Q3 2021, buying an estimated $15.8K and bringing the position to 147 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #830.

Berman Capital Advisors first reported a position in IIPR in Q2 2020 and has held it in 6 quarters since. 430 funds tracked by Wall St. Rank hold IIPR as of Q3 2021.

  • Berman Capital Advisors held 147 shares of Innovative Industrial Properties worth $33K as of Q3 2021.
  • Berman Capital Advisors bought 70 Innovative Industrial Properties shares in Q3 2021, an estimated $15.8K.
  • Innovative Industrial Properties made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #830 holding.
  • Berman Capital Advisors first reported a position in Innovative Industrial Properties in Q2 2020 and has held it in 6 quarters since.
  • 430 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.