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CarsonAllaria Wealth Management’s Innovative Industrial Properties IIPR Stock Holding History

CarsonAllaria 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
2023
Q4 		– Sell
-26
Closed -$2.02K – 368
2023
Q3 		$2.02K Hold
26
– – ﹤0.01% 303
2023
Q2 		$1.9K Buy
26
+1
+4% +$70 ﹤0.01% 320
2023
Q1 		$1.93K Hold
25
– – ﹤0.01% 302
2022
Q4 		$3K Buy
+25
New +$2.66K ﹤0.01% 264

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CarsonAllaria Wealth Management's IIPR Position: Q4 2023 in Review

CarsonAllaria Wealth Management sold out of Innovative Industrial Properties (IIPR) in Q4 2023, closing a stake of 26 shares — an estimated $2.02K sold.

CarsonAllaria Wealth Management first reported a position in IIPR in Q4 2022 and held it in 4 quarters. The position peaked at $3K in Q4 2022. 367 funds tracked by Wall St. Rank hold IIPR as of Q4 2023.

  • CarsonAllaria Wealth Management reported no remaining Innovative Industrial Properties position as of Q4 2023 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 26 Innovative Industrial Properties shares in Q4 2023, an estimated $2.02K.
  • CarsonAllaria Wealth Management first reported a position in Innovative Industrial Properties in Q4 2022 and held it in 4 quarters.
  • CarsonAllaria Wealth Management's Innovative Industrial Properties position peaked at $3K in Q4 2022.
  • 367 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q4 2023.

Based on CarsonAllaria Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.