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Carmichael Hill & Associates’s Innovative Industrial Properties IIPR Stock Holding History

Carmichael Hill & Associates’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
2023
Q3 		– Sell
-12
Closed -$842 – 803
2023
Q2 		$842 Buy
12
+1
+9% +$70 ﹤0.01% 741
2023
Q1 		$855 Hold
11
– – ﹤0.01% 735
2022
Q4 		$1.12K Hold
11
– – ﹤0.01% 712
2022
Q3 		$1K Hold
11
– – ﹤0.01% 773
2022
Q2 		$1K Hold
11
– – ﹤0.01% 767
2022
Q1 		$2K Buy
11
+1
+10% +$197 ﹤0.01% 747
2021
Q4 		$3K Hold
10
– – ﹤0.01% 743
2021
Q3 		$2K Hold
10
– – ﹤0.01% 749
2021
Q2 		$2K Hold
10
– – ﹤0.01% 731
2021
Q1 		$2K Hold
10
– – ﹤0.01% 714
2020
Q4 		$2K Hold
10
– – ﹤0.01% 690
2020
Q3 		$1K Hold
10
– – ﹤0.01% 684
2020
Q2 		$1K Buy
+10
New +$814 ﹤0.01% 662

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Carmichael Hill & Associates's IIPR Position: Q3 2023 in Review

Carmichael Hill & Associates sold out of Innovative Industrial Properties (IIPR) in Q3 2023, closing a stake of 12 shares — an estimated $842 sold.

Carmichael Hill & Associates first reported a position in IIPR in Q2 2020 and held it in 13 quarters. The position peaked at $3K in Q4 2021. 334 funds tracked by Wall St. Rank hold IIPR as of Q3 2023.

  • Carmichael Hill & Associates reported no remaining Innovative Industrial Properties position as of Q3 2023 after selling out during the quarter.
  • Carmichael Hill & Associates sold 12 Innovative Industrial Properties shares in Q3 2023, an estimated $842.
  • Carmichael Hill & Associates first reported a position in Innovative Industrial Properties in Q2 2020 and held it in 13 quarters.
  • Carmichael Hill & Associates's Innovative Industrial Properties position peaked at $3K in Q4 2021.
  • 334 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q3 2023.

Based on Carmichael Hill & Associates's 13F filing for Q3 2023, filed 30 Oct 2023.