Evoke Wealth’s Innovative Industrial Properties IIPR Stock Holding History

Evoke Wealth’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	-15	Closed	-$2K	–	1211
2022 Q2	$2K	Sell	15 -19	-56%	-$2.69K	﹤0.01%	1048
2022 Q1	$7K	Hold	34	–	–	﹤0.01%	834
2021 Q4	$9K	Hold	34	–	–	﹤0.01%	804
2021 Q3	$7K	Hold	34	–	–	﹤0.01%	797
2021 Q2	$6K	Hold	34	–	–	﹤0.01%	833
2021 Q1	$6K	Hold	34	–	–	﹤0.01%	800
2020 Q4	$6K	Buy	+34	New	+$5.09K	﹤0.01%	675

Other funds holding IIPR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Evoke Wealth's IIPR Position: Q3 2022 in Review

Evoke Wealth sold out of Innovative Industrial Properties (IIPR) in Q3 2022, closing a stake of 15 shares — an estimated $2K sold.

Evoke Wealth first reported a position in IIPR in Q4 2020 and held it in 7 quarters. The position peaked at $9K in Q4 2021. 339 funds tracked by Wall St. Rank hold IIPR as of Q3 2022.

Evoke Wealth reported no remaining Innovative Industrial Properties position as of Q3 2022 after selling out during the quarter.
Evoke Wealth sold 15 Innovative Industrial Properties shares in Q3 2022, an estimated $2K.
Evoke Wealth first reported a position in Innovative Industrial Properties in Q4 2020 and held it in 7 quarters.
Evoke Wealth's Innovative Industrial Properties position peaked at $9K in Q4 2021.
339 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q3 2022.

Based on Evoke Wealth's 13F filing for Q3 2022, filed 7 Nov 2022.