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Cavalier Investments’s Innovative Industrial Properties IIPR Stock Holding History

Cavalier Investments’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
Q4 		– Sell
-5,400
Closed -$499K – 139
2019
Q3 		$499K Hold
5,400
– – 0.22% 82
2019
Q2 		$667K Buy
+5,400
New +$495K 0.28% 70

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
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return
AACA
American Assets Capital Advisers San Diego, California $94.7M AUM 5.49% 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

Cavalier Investments's IIPR Position: Q4 2019 in Review

Cavalier Investments sold out of Innovative Industrial Properties (IIPR) in Q4 2019, closing a stake of 5,400 shares — an estimated $499K sold.

Cavalier Investments first reported a position in IIPR in Q2 2019 and held it in 2 quarters. The position peaked at $667K in Q2 2019. 247 funds tracked by Wall St. Rank hold IIPR as of Q4 2019.

  • Cavalier Investments reported no remaining Innovative Industrial Properties position as of Q4 2019 after selling out during the quarter.
  • Cavalier Investments sold 5,400 Innovative Industrial Properties shares in Q4 2019, an estimated $499K.
  • Cavalier Investments first reported a position in Innovative Industrial Properties in Q2 2019 and held it in 2 quarters.
  • Cavalier Investments's Innovative Industrial Properties position peaked at $667K in Q2 2019.
  • 247 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q4 2019.

Based on Cavalier Investments's 13F filing for Q4 2019, filed 6 Feb 2020.