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Guardian Wealth Advisors (North Carolina)’s Innovative Industrial Properties IIPR Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
Q3 		– Sell
-1,925
Closed -$215K – 354
2022
Q2 		$215K Buy
1,925
+281
+17% +$39.9K 0.04% 180
2022
Q1 		$338K Sell
1,644
-261
-14% -$51.4K 0.15% 113
2021
Q4 		$501K Buy
+1,905
New +$489K 0.22% 89

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
ZP
Zimmer Partners New York $4.15B AUM 14.2% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s IIPR Position: Q3 2022 in Review

Guardian Wealth Advisors (North Carolina) sold out of Innovative Industrial Properties (IIPR) in Q3 2022, closing a stake of 1,925 shares — an estimated $215K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in IIPR in Q4 2021 and held it in 3 quarters. The position peaked at $501K in Q4 2021. 339 funds tracked by Wall St. Rank hold IIPR as of Q3 2022.

  • Guardian Wealth Advisors (North Carolina) reported no remaining Innovative Industrial Properties position as of Q3 2022 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 1,925 Innovative Industrial Properties shares in Q3 2022, an estimated $215K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Innovative Industrial Properties in Q4 2021 and held it in 3 quarters.
  • Guardian Wealth Advisors (North Carolina)'s Innovative Industrial Properties position peaked at $501K in Q4 2021.
  • 339 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q3 2022.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q3 2022, filed 14 Nov 2022.