Gradient Investments’s Innovative Industrial Properties IIPR Stock Holding History

Gradient Investments’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 Q3	–	Sell	-14	Closed	-$1.49K	–	794
2024 Q2	$1.49K	Buy	+14	New	+$1.47K	﹤0.01%	1024
2023 Q2	–	Sell	-222	Closed	-$16.9K	–	1828
2023 Q1	$16.9K	Hold	222	–	–	﹤0.01%	712
2022 Q4	$22.5K	Hold	222	–	–	﹤0.01%	673
2022 Q3	$20K	Buy	222 +2	+0.9%	+$194	﹤0.01%	669
2022 Q2	$24K	Sell	220 -80	-27%	-$11.3K	﹤0.01%	614
2022 Q1	$62K	Sell	300 -9	-3%	-$1.77K	﹤0.01%	440
2021 Q4	$81K	Buy	309 +109	+55%	+$28K	﹤0.01%	396
2021 Q3	$46K	Hold	200	–	–	﹤0.01%	486
2021 Q2	$38K	Buy	200 +100	+100%	+$18.3K	﹤0.01%	512
2021 Q1	$18K	Hold	100	–	–	﹤0.01%	638
2020 Q4	$12K	Hold	100	–	–	﹤0.01%	661
2020 Q3	$12K	Buy	+100	New	+$11.2K	﹤0.01%	665
2019 Q4	–	Sell	-77	Closed	-$7K	–	1156
2019 Q3	$7K	Buy	+77	New	+$8.11K	﹤0.01%	740

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

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

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

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Gradient Investments's IIPR Position: Q3 2024 in Review

Gradient Investments sold out of Innovative Industrial Properties (IIPR) in Q3 2024, closing a stake of 14 shares — an estimated $1.49K sold.

Gradient Investments first reported a position in IIPR in Q3 2019 and held it in 13 quarters. The position peaked at $81K in Q4 2021. 415 funds tracked by Wall St. Rank hold IIPR as of Q3 2024.

Gradient Investments reported no remaining Innovative Industrial Properties position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 14 Innovative Industrial Properties shares in Q3 2024, an estimated $1.49K.
Gradient Investments first reported a position in Innovative Industrial Properties in Q3 2019 and held it in 13 quarters.
Gradient Investments's Innovative Industrial Properties position peaked at $81K in Q4 2021.
415 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.