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Capital A Wealth Management’s Innovative Industrial Properties IIPR Stock Holding History

Capital A 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
2025
Q2 		– Sell
-8
Closed -$433 – 629
2025
Q1 		$433 Hold
8
– – ﹤0.01% 641
2024
Q4 		$533 Buy
+8
New +$900 ﹤0.01% 650

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Capital A Wealth Management's IIPR Position: Q2 2025 in Review

Capital A Wealth Management sold out of Innovative Industrial Properties (IIPR) in Q2 2025, closing a stake of 8 shares — an estimated $433 sold.

Capital A Wealth Management first reported a position in IIPR in Q4 2024 and held it in 2 quarters. The position peaked at $533 in Q4 2024. 313 funds tracked by Wall St. Rank hold IIPR as of Q2 2025.

  • Capital A Wealth Management reported no remaining Innovative Industrial Properties position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 8 Innovative Industrial Properties shares in Q2 2025, an estimated $433.
  • Capital A Wealth Management first reported a position in Innovative Industrial Properties in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Innovative Industrial Properties position peaked at $533 in Q4 2024.
  • 313 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.