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GeoWealth Management’s Innovative Industrial Properties IIPR Stock Holding History

GeoWealth 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
2024
Q4 		– Sell
-14
Closed -$1.88K – 1843
2024
Q3 		$1.88K Buy
+14
New +$1.7K ﹤0.01% 1561

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

GeoWealth Management's IIPR Position: Q4 2024 in Review

GeoWealth Management sold out of Innovative Industrial Properties (IIPR) in Q4 2024, closing a stake of 14 shares — an estimated $1.88K sold.

GeoWealth Management first reported a position in IIPR in Q3 2024 and held it in 1 quarter. The position peaked at $1.88K in Q3 2024. 359 funds tracked by Wall St. Rank hold IIPR as of Q4 2024.

  • GeoWealth Management reported no remaining Innovative Industrial Properties position as of Q4 2024 after selling out during the quarter.
  • GeoWealth Management sold 14 Innovative Industrial Properties shares in Q4 2024, an estimated $1.88K.
  • GeoWealth Management first reported a position in Innovative Industrial Properties in Q3 2024 and held it in 1 quarter.
  • GeoWealth Management's Innovative Industrial Properties position peaked at $1.88K in Q3 2024.
  • 359 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q4 2024.

Based on GeoWealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.