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

Curi 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
2022
Q3 		– Sell
-202
Closed -$22K – 425
2022
Q2 		$22K Buy
202
+2
+1% +$284 ﹤0.01% 295
2022
Q1 		$41K Buy
+200
New +$39.4K 0.01% 231

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
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Curi Wealth Management's IIPR Position: Q3 2022 in Review

Curi Wealth Management sold out of Innovative Industrial Properties (IIPR) in Q3 2022, closing a stake of 202 shares — an estimated $22K sold.

Curi Wealth Management first reported a position in IIPR in Q1 2022 and held it in 2 quarters. The position peaked at $41K in Q1 2022. 339 funds tracked by Wall St. Rank hold IIPR as of Q3 2022.

  • Curi Wealth Management reported no remaining Innovative Industrial Properties position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 202 Innovative Industrial Properties shares in Q3 2022, an estimated $22K.
  • Curi Wealth Management first reported a position in Innovative Industrial Properties in Q1 2022 and held it in 2 quarters.
  • Curi Wealth Management's Innovative Industrial Properties position peaked at $41K in Q1 2022.
  • 339 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.