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Golden State Wealth Management’s Innovative Industrial Properties IIPR Stock Holding History

Golden State Wealth 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
Q1 		$202K Buy
983
+121
+14% +$23.8K 0.04% 298
2021
Q4 		$227K Buy
+862
New +$221K 0.04% 339

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
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Golden State Wealth Management's IIPR Position: Q1 2022 in Review

Golden State Wealth Management increased its Innovative Industrial Properties (IIPR) stake by 14% in Q1 2022, buying an estimated $23.8K and bringing the position to 983 shares worth $202K. The position accounts for 0.04% of the portfolio, ranked #298.

Golden State Wealth Management first reported a position in IIPR in Q4 2021 and has held it in 2 quarters since. The position peaked at $227K in Q4 2021. 437 funds tracked by Wall St. Rank hold IIPR as of Q1 2022.

  • Golden State Wealth Management held 983 shares of Innovative Industrial Properties worth $202K as of Q1 2022.
  • Golden State Wealth Management bought 121 Innovative Industrial Properties shares in Q1 2022, an estimated $23.8K.
  • Innovative Industrial Properties made up 0.04% of Golden State Wealth Management's portfolio in Q1 2022, its #298 holding.
  • Golden State Wealth Management first reported a position in Innovative Industrial Properties in Q4 2021 and has held it in 2 quarters since.
  • Golden State Wealth Management's Innovative Industrial Properties position peaked at $227K in Q4 2021.
  • 437 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q1 2022.

Based on Golden State Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.