CWA
IIPR icon

Clearview Wealth Advisors’s Innovative Industrial Properties IIPR Stock Holding History

Clearview Wealth Advisors’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
2022
Q4 		– Sell
-1
Closed – – 638
2022
Q3 		$0 Hold
1
– – ﹤0.01% 601
2022
Q2 		$0 Hold
1
– – ﹤0.01% 618
2022
Q1 		$0 Hold
1
– – ﹤0.01% 654
2021
Q4 		$1K Hold
1
– – ﹤0.01% 642
2021
Q3 		$0 Sell
1
-59
-98% -$13.3K ﹤0.01% 676
2021
Q2 		$11K Hold
60
– – 0.01% 407
2021
Q1 		$11K Hold
60
– – 0.01% 393
2020
Q4 		$11K Buy
+60
New +$8.98K 0.01% 365

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
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Clearview Wealth Advisors's IIPR Position: Q4 2022 in Review

Clearview Wealth Advisors sold out of Innovative Industrial Properties (IIPR) in Q4 2022, closing a stake of 1 share.

Clearview Wealth Advisors first reported a position in IIPR in Q4 2020 and held it in 8 quarters. The position peaked at $11K in Q2 2021. 363 funds tracked by Wall St. Rank hold IIPR as of Q4 2022.

  • Clearview Wealth Advisors reported no remaining Innovative Industrial Properties position as of Q4 2022 after selling out during the quarter.
  • Clearview Wealth Advisors sold 1 Innovative Industrial Properties share in Q4 2022.
  • Clearview Wealth Advisors first reported a position in Innovative Industrial Properties in Q4 2020 and held it in 8 quarters.
  • Clearview Wealth Advisors's Innovative Industrial Properties position peaked at $11K in Q2 2021.
  • 363 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q4 2022.

Based on Clearview Wealth Advisors's 13F filing for Q4 2022, filed 31 Jan 2023.