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Disciplined Investments’s Innovative Industrial Properties IIPR Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-10
Closed -$730 – 785
2023
Q2 		$730 Hold
10
– – ﹤0.01% 1087
2023
Q1 		$760 Hold
10
– – ﹤0.01% 1086
2022
Q4 		$1.01K Hold
10
– – ﹤0.01% 899
2022
Q3 		$1K Hold
10
– – ﹤0.01% 947
2022
Q2 		$1K Hold
10
– – ﹤0.01% 970
2022
Q1 		$2K Hold
10
– – ﹤0.01% 712
2021
Q4 		$3K Hold
10
– – ﹤0.01% 418
2021
Q3 		$2K Buy
+10
New +$2.26K ﹤0.01% 396

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Disciplined Investments's IIPR Position: Q3 2023 in Review

Disciplined Investments sold out of Innovative Industrial Properties (IIPR) in Q3 2023, closing a stake of 10 shares — an estimated $730 sold.

Disciplined Investments first reported a position in IIPR in Q3 2021 and held it in 8 quarters. The position peaked at $3K in Q4 2021. 334 funds tracked by Wall St. Rank hold IIPR as of Q3 2023.

  • Disciplined Investments reported no remaining Innovative Industrial Properties position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 10 Innovative Industrial Properties shares in Q3 2023, an estimated $730.
  • Disciplined Investments first reported a position in Innovative Industrial Properties in Q3 2021 and held it in 8 quarters.
  • Disciplined Investments's Innovative Industrial Properties position peaked at $3K in Q4 2021.
  • 334 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.