Global Wealth Management Investment Advisory’s Innovative Industrial Properties IIPR Stock Holding History

Global Wealth Management Investment Advisory’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
2023 Q3	–	Sell	-2	Closed	-$146	–	487
2023 Q2	$146	Buy	+2	New	+$141	﹤0.01%	465
2022 Q3	–	Sell	-9	Closed	-$1K	–	291
2022 Q2	$1K	Hold	9	–	–	﹤0.01%	458
2022 Q1	$2K	Hold	9	–	–	﹤0.01%	417
2021 Q4	$2K	Hold	9	–	–	﹤0.01%	403
2021 Q3	$2K	Hold	9	–	–	﹤0.01%	415
2021 Q2	$2K	Buy	+9	New	+$1.65K	﹤0.01%	393
2019 Q4	–	Sell	-30	Closed	-$3K	–	675
2019 Q3	$3K	Hold	30	–	–	﹤0.01%	460
2019 Q2	$4K	Hold	30	–	–	﹤0.01%	464
2019 Q1	$2K	Buy	+30	New	+$2.03K	﹤0.01%	556

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

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Global Wealth Management Investment Advisory's IIPR Position: Q3 2023 in Review

Global Wealth Management Investment Advisory sold out of Innovative Industrial Properties (IIPR) in Q3 2023, closing a stake of 2 shares — an estimated $146 sold.

Global Wealth Management Investment Advisory first reported a position in IIPR in Q1 2019 and held it in 9 quarters. The position peaked at $4K in Q2 2019. 334 funds tracked by Wall St. Rank hold IIPR as of Q3 2023.

Global Wealth Management Investment Advisory reported no remaining Innovative Industrial Properties position as of Q3 2023 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 2 Innovative Industrial Properties shares in Q3 2023, an estimated $146.
Global Wealth Management Investment Advisory first reported a position in Innovative Industrial Properties in Q1 2019 and held it in 9 quarters.
Global Wealth Management Investment Advisory's Innovative Industrial Properties position peaked at $4K in Q2 2019.
334 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q3 2023.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2023, filed 6 Nov 2023.