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Burt Wealth Advisors’s Innovative Industrial Properties IIPR Stock Holding History

Burt 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
2019
Q1 		– Sell
-155
Closed -$7K – 365
2018
Q4 		$7K Buy
+155
New +$7.11K ﹤0.01% 293

Other funds holding IIPR

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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
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 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

Burt Wealth Advisors's IIPR Position: Q1 2019 in Review

Burt Wealth Advisors sold out of Innovative Industrial Properties (IIPR) in Q1 2019, closing a stake of 155 shares — an estimated $7K sold.

Burt Wealth Advisors first reported a position in IIPR in Q4 2018 and held it in 1 quarter. The position peaked at $7K in Q4 2018. 210 funds tracked by Wall St. Rank hold IIPR as of Q1 2019.

  • Burt Wealth Advisors reported no remaining Innovative Industrial Properties position as of Q1 2019 after selling out during the quarter.
  • Burt Wealth Advisors sold 155 Innovative Industrial Properties shares in Q1 2019, an estimated $7K.
  • Burt Wealth Advisors first reported a position in Innovative Industrial Properties in Q4 2018 and held it in 1 quarter.
  • Burt Wealth Advisors's Innovative Industrial Properties position peaked at $7K in Q4 2018.
  • 210 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q1 2019.

Based on Burt Wealth Advisors's 13F filing for Q1 2019, filed 24 Apr 2019.