Corient Private Wealth
IIPR icon

Corient Private Wealth’s Innovative Industrial Properties IIPR Stock Holding History

Corient Private Wealth’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
2026
Q1 		– Sell
-10,716
Closed -$521K – 2934
2025
Q4 		$521K Buy
10,716
+6,208
+138% +$321K ﹤0.01% 2285
2025
Q3 		$242K Sell
4,508
-1,075
-19% -$58.5K ﹤0.01% 2253
2025
Q2 		$308K Sell
5,583
-9,830
-64% -$538K ﹤0.01% 1973
2025
Q1 		$834K Buy
15,413
+128
+0.8% +$8.87K ﹤0.01% 1356
2024
Q4 		$1.02M Sell
15,285
-3,791
-20% -$427K ﹤0.01% 1313
2024
Q3 		$2.57M Buy
19,076
+9,840
+107% +$1.2M ﹤0.01% 986
2024
Q2 		$1.01M Sell
9,236
-1,908
-17% -$200K ﹤0.01% 1321
2024
Q1 		$1.15M Buy
11,144
+4,713
+73% +$450K ﹤0.01% 1263
2023
Q4 		$648K Buy
+6,431
New +$527K ﹤0.01% 1477

Other funds holding IIPR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return