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Donoghue Forlines’s Innovative Industrial Properties IIPR Stock Holding History

Donoghue Forlines’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
2024
Q4 		– Sell
-3,562
Closed -$479K – 176
2024
Q3 		$479K Buy
3,562
+138
+4% +$16.8K 0.14% 161
2024
Q2 		$374K Buy
3,424
+224
+7% +$23.5K 0.11% 189
2024
Q1 		$331K Sell
3,200
-779
-20% -$74.3K 0.09% 199
2023
Q4 		$401K Buy
3,979
+646
+19% +$53K 0.13% 173
2023
Q3 		$252K Buy
+3,333
New +$266K 0.09% 207

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Donoghue Forlines's IIPR Position: Q4 2024 in Review

Donoghue Forlines sold out of Innovative Industrial Properties (IIPR) in Q4 2024, closing a stake of 3,562 shares — an estimated $479K sold.

Donoghue Forlines first reported a position in IIPR in Q3 2023 and held it in 5 quarters. The position peaked at $479K in Q3 2024. 359 funds tracked by Wall St. Rank hold IIPR as of Q4 2024.

  • Donoghue Forlines reported no remaining Innovative Industrial Properties position as of Q4 2024 after selling out during the quarter.
  • Donoghue Forlines sold 3,562 Innovative Industrial Properties shares in Q4 2024, an estimated $479K.
  • Donoghue Forlines first reported a position in Innovative Industrial Properties in Q3 2023 and held it in 5 quarters.
  • Donoghue Forlines's Innovative Industrial Properties position peaked at $479K in Q3 2024.
  • 359 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q4 2024.

Based on Donoghue Forlines's 13F filing for Q4 2024, filed 17 Jan 2025.