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Certified Advisory Corp’s Innovative Industrial Properties IIPR Stock Holding History

Certified Advisory Corp’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
2020
Q2 		– Sell
-161
Closed -$12K – 781
2020
Q1 		$12K Sell
161
-144
-47% -$12.2K ﹤0.01% 501
2019
Q4 		$23K Buy
305
+81
+36% +$6.28K 0.01% 455
2019
Q3 		$21K Buy
224
+124
+124% +$13.1K 0.01% 476
2019
Q2 		$12K Buy
+100
New +$9.17K ﹤0.01% 560

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
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Certified Advisory Corp's IIPR Position: Q2 2020 in Review

Certified Advisory Corp sold out of Innovative Industrial Properties (IIPR) in Q2 2020, closing a stake of 161 shares — an estimated $12K sold.

Certified Advisory Corp first reported a position in IIPR in Q2 2019 and held it in 4 quarters. The position peaked at $23K in Q4 2019. 280 funds tracked by Wall St. Rank hold IIPR as of Q2 2020.

  • Certified Advisory Corp reported no remaining Innovative Industrial Properties position as of Q2 2020 after selling out during the quarter.
  • Certified Advisory Corp sold 161 Innovative Industrial Properties shares in Q2 2020, an estimated $12K.
  • Certified Advisory Corp first reported a position in Innovative Industrial Properties in Q2 2019 and held it in 4 quarters.
  • Certified Advisory Corp's Innovative Industrial Properties position peaked at $23K in Q4 2019.
  • 280 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q2 2020.

Based on Certified Advisory Corp's 13F filing for Q2 2020, filed 27 Jul 2020.