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Cornerstone Wealth Management’s Innovative Industrial Properties IIPR Stock Holding History

Cornerstone Wealth Management’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
2018
Q4 		– Sell
-4,240
Closed -$222K – 720
2018
Q3 		$222K Sell
4,240
-3,816
-47% -$146K ﹤0.01% 1161
2018
Q2 		$222K Buy
+8,056
New +$277K ﹤0.01% 1290

Other funds holding IIPR

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
NIP
Nicholas Investment Partners Rancho Santa Fe, California $1.39B AUM 97.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cornerstone Wealth Management's IIPR Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Innovative Industrial Properties (IIPR) in Q4 2018, closing a stake of 4,240 shares — an estimated $222K sold.

Cornerstone Wealth Management first reported a position in IIPR in Q2 2018 and held it in 2 quarters. The position peaked at $222K in Q3 2018. 130 funds tracked by Wall St. Rank hold IIPR as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Innovative Industrial Properties position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 4,240 Innovative Industrial Properties shares in Q4 2018, an estimated $222K.
  • Cornerstone Wealth Management first reported a position in Innovative Industrial Properties in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's Innovative Industrial Properties position peaked at $222K in Q3 2018.
  • 130 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.