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Creative Financial Designs’s Innovative Industrial Properties IIPR Stock Holding History

Creative Financial Designs’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
2021
Q1 		– Sell
-30
Closed -$5K – 1335
2020
Q4 		$5K Buy
+30
New +$4.49K ﹤0.01% 981
2019
Q4 		– Sell
-50
Closed -$5K – 578
2019
Q3 		$5K Buy
+50
New +$5.27K ﹤0.01% 473

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
AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Creative Financial Designs's IIPR Position: Q1 2021 in Review

Creative Financial Designs sold out of Innovative Industrial Properties (IIPR) in Q1 2021, closing a stake of 30 shares — an estimated $5K sold.

Creative Financial Designs first reported a position in IIPR in Q3 2019 and held it in 2 quarters. The position peaked at $5K in Q4 2020. 394 funds tracked by Wall St. Rank hold IIPR as of Q1 2021.

  • Creative Financial Designs reported no remaining Innovative Industrial Properties position as of Q1 2021 after selling out during the quarter.
  • Creative Financial Designs sold 30 Innovative Industrial Properties shares in Q1 2021, an estimated $5K.
  • Creative Financial Designs first reported a position in Innovative Industrial Properties in Q3 2019 and held it in 2 quarters.
  • Creative Financial Designs's Innovative Industrial Properties position peaked at $5K in Q4 2020.
  • 394 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q1 2021.

Based on Creative Financial Designs's 13F filing for Q1 2021, filed 19 Apr 2021.