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

Edge 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
2020
Q3 		– Sell
-100
Closed -$9K – 530
2020
Q2 		$9K Hold
100
– – ﹤0.01% 477
2020
Q1 		$8K Buy
+100
New +$8.45K ﹤0.01% 416

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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
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Edge Wealth Management's IIPR Position: Q3 2020 in Review

Edge Wealth Management sold out of Innovative Industrial Properties (IIPR) in Q3 2020, closing a stake of 100 shares — an estimated $9K sold.

Edge Wealth Management first reported a position in IIPR in Q1 2020 and held it in 2 quarters. The position peaked at $9K in Q2 2020. 321 funds tracked by Wall St. Rank hold IIPR as of Q3 2020.

  • Edge Wealth Management reported no remaining Innovative Industrial Properties position as of Q3 2020 after selling out during the quarter.
  • Edge Wealth Management sold 100 Innovative Industrial Properties shares in Q3 2020, an estimated $9K.
  • Edge Wealth Management first reported a position in Innovative Industrial Properties in Q1 2020 and held it in 2 quarters.
  • Edge Wealth Management's Innovative Industrial Properties position peaked at $9K in Q2 2020.
  • 321 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q3 2020.

Based on Edge Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.