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Crewe Advisors’s Innovative Industrial Properties IIPR Stock Holding History

Crewe 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
2023
Q2 		– Sell
-89
Closed -$6.76K – 943
2023
Q1 		$6.76K Hold
89
– – ﹤0.01% 600
2022
Q4 		$9.02K Sell
89
-50
-36% -$5.32K ﹤0.01% 569
2022
Q3 		$12K Hold
139
– – ﹤0.01% 609
2022
Q2 		$15K Buy
+139
New +$19.7K ﹤0.01% 494

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Crewe Advisors's IIPR Position: Q2 2023 in Review

Crewe Advisors sold out of Innovative Industrial Properties (IIPR) in Q2 2023, closing a stake of 89 shares — an estimated $6.76K sold.

Crewe Advisors first reported a position in IIPR in Q2 2022 and held it in 4 quarters. The position peaked at $15K in Q2 2022. 328 funds tracked by Wall St. Rank hold IIPR as of Q2 2023.

  • Crewe Advisors reported no remaining Innovative Industrial Properties position as of Q2 2023 after selling out during the quarter.
  • Crewe Advisors sold 89 Innovative Industrial Properties shares in Q2 2023, an estimated $6.76K.
  • Crewe Advisors first reported a position in Innovative Industrial Properties in Q2 2022 and held it in 4 quarters.
  • Crewe Advisors's Innovative Industrial Properties position peaked at $15K in Q2 2022.
  • 328 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q2 2023.

Based on Crewe Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.