Coppell Advisory Solutions’s Innovative Industrial Properties IIPR Stock Holding History

Coppell Advisory Solutions’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
2025 Q1	–	Sell	-200	Closed	-$13.5K	–	1060
2024 Q4	$13.5K	Hold	200	–	–	﹤0.01%	1008
2024 Q3	$27.2K	Hold	200	–	–	﹤0.01%	743
2024 Q2	$21.8K	Buy	+200	New	+$21K	﹤0.01%	749
2023 Q4	$24.4K	Buy	242 +15	+7%	+$1.23K	﹤0.01%	674
2023 Q3	$23K	Sell	227 -1	-0.4%	-$80	0.01%	474
2023 Q2	$16.9K	Buy	+228	New	+$16.1K	﹤0.01%	591
2023 Q1	–	Sell	-227	Closed	-$23K	–	637
2022 Q4	$23K	Buy	+227	New	+$24.2K	0.01%	480

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Coppell Advisory Solutions's IIPR Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Innovative Industrial Properties (IIPR) in Q1 2025, closing a stake of 200 shares — an estimated $13.5K sold.

Coppell Advisory Solutions first reported a position in IIPR in Q4 2022 and held it in 7 quarters. The position peaked at $27.2K in Q3 2024. 327 funds tracked by Wall St. Rank hold IIPR as of Q1 2025.

Coppell Advisory Solutions reported no remaining Innovative Industrial Properties position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 200 Innovative Industrial Properties shares in Q1 2025, an estimated $13.5K.
Coppell Advisory Solutions first reported a position in Innovative Industrial Properties in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's Innovative Industrial Properties position peaked at $27.2K in Q3 2024.
327 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.