EverSource Wealth Advisors’s Innovative Industrial Properties IIPR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.71K	Buy	74 +56	+311%	+$2.83K	﹤0.01%	3401
2025 Q4	$852	Sell	18 -78	-81%	-$4.04K	﹤0.01%	3751
2025 Q3	$5.14K	Sell	96 -11	-10%	-$598	﹤0.01%	3138
2025 Q2	$5.93K	Sell	107 -63	-37%	-$3.45K	﹤0.01%	3085
2025 Q1	$9.2K	Buy	170 +31	+22%	+$2.15K	﹤0.01%	2155
2024 Q4	$9.26K	Buy	139 +95	+216%	+$10.7K	﹤0.01%	2039
2024 Q3	$5.92K	Buy	44 +12	+38%	+$1.46K	﹤0.01%	2154
2024 Q2	$3.93K	Buy	32 +25	+357%	+$2.63K	﹤0.01%	2305
2024 Q1	$724	Buy	+7	New	+$668	﹤0.01%	2650
2023 Q4	–	Sell	-21	Closed	-$1.59K	–	2693
2023 Q3	$1.59K	Hold	21	–	–	﹤0.01%	2080
2023 Q2	$1.53K	Buy	+21	New	+$1.48K	﹤0.01%	2103
2023 Q1	–	Sell	-682	Closed	-$69.1K	–	2460
2022 Q4	$69.1K	Buy	682 +264	+63%	+$28.1K	0.01%	631
2022 Q3	$37K	Sell	418 -7	-2%	-$679	0.01%	718
2022 Q2	$47K	Buy	+425	New	+$60.3K	0.01%	645