Cassady Schiller Wealth Management’s Innovative Industrial Properties IIPR Stock Holding History

Cassady Schiller 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
2024 Q4	$1.33K	Buy	+20	New	+$2.25K	﹤0.01%	708

Other funds holding IIPR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Cassady Schiller Wealth Management's IIPR Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Innovative Industrial Properties (IIPR) in Q4 2024: 20 shares worth $1.33K. The stake represents ﹤0.01% of the portfolio and ranks #708 among its holdings.

359 funds tracked by Wall St. Rank hold IIPR as of Q4 2024.

Cassady Schiller Wealth Management held 20 shares of Innovative Industrial Properties worth $1.33K as of Q4 2024.
Innovative Industrial Properties was a new Cassady Schiller Wealth Management position in Q4 2024.
Innovative Industrial Properties made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #708 holding.
359 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.