Financial Advocates Investment Management’s Innovative Industrial Properties IIPR Stock Holding History

Financial Advocates Investment 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
2022 Q4	–	Sell	-14,136	Closed	-$1.47M	–	814
2022 Q3	$1.47M	Buy	14,136 +12,071	+585%	+$1.17M	0.12%	190
2022 Q2	$227K	Sell	2,065 -397	-16%	-$56.3K	0.02%	581
2022 Q1	$506K	Buy	2,462 +628	+34%	+$124K	0.03%	436
2021 Q4	$355K	Sell	1,834 -289	-14%	-$74.1K	0.02%	587
2021 Q3	$490K	Sell	2,123 -1,198	-36%	-$270K	0.03%	478
2021 Q2	$543K	Buy	3,321 +106	+3%	+$19.4K	0.04%	463
2021 Q1	$579K	Buy	3,215 +255	+9%	+$48.9K	0.04%	448
2020 Q4	$542K	Buy	2,960 +1,201	+68%	+$180K	0.04%	429
2020 Q3	$218K	Buy	+1,759	New	+$197K	0.02%	558

Other funds holding IIPR

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

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

Financial Advocates Investment Management's IIPR Position: Q4 2022 in Review

Financial Advocates Investment Management sold out of Innovative Industrial Properties (IIPR) in Q4 2022, closing a stake of 14,136 shares — an estimated $1.47M sold.

Financial Advocates Investment Management first reported a position in IIPR in Q3 2020 and held it in 9 quarters. The position peaked at $1.47M in Q3 2022. 363 funds tracked by Wall St. Rank hold IIPR as of Q4 2022.

Financial Advocates Investment Management reported no remaining Innovative Industrial Properties position as of Q4 2022 after selling out during the quarter.
Financial Advocates Investment Management sold 14,136 Innovative Industrial Properties shares in Q4 2022, an estimated $1.47M.
Financial Advocates Investment Management first reported a position in Innovative Industrial Properties in Q3 2020 and held it in 9 quarters.
Financial Advocates Investment Management's Innovative Industrial Properties position peaked at $1.47M in Q3 2022.
363 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q4 2022.

Based on Financial Advocates Investment Management's 13F filing for Q4 2022, filed 15 Feb 2023.