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Financial Consulate’s Innovative Industrial Properties IIPR Stock Holding History

Financial Consulate’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
2025
Q4 		– Sell
-9
Closed -$483 – 1404
2025
Q3 		$483 Buy
+9
New +$489 ﹤0.01% 1021

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Financial Consulate's IIPR Position: Q4 2025 in Review

Financial Consulate sold out of Innovative Industrial Properties (IIPR) in Q4 2025, closing a stake of 9 shares — an estimated $483 sold.

Financial Consulate first reported a position in IIPR in Q3 2025 and held it in 1 quarter. The position peaked at $483 in Q3 2025. 293 funds tracked by Wall St. Rank hold IIPR as of Q4 2025.

  • Financial Consulate reported no remaining Innovative Industrial Properties position as of Q4 2025 after selling out during the quarter.
  • Financial Consulate sold 9 Innovative Industrial Properties shares in Q4 2025, an estimated $483.
  • Financial Consulate first reported a position in Innovative Industrial Properties in Q3 2025 and held it in 1 quarter.
  • Financial Consulate's Innovative Industrial Properties position peaked at $483 in Q3 2025.
  • 293 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q4 2025.

Based on Financial Consulate's 13F filing for Q4 2025, filed 22 Jan 2026.