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Halpern Financial’s Innovative Industrial Properties IIPR Stock Holding History

Halpern Financial’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 		– Sell
-36
Closed -$9.46K – 244
2021
Q4 		$9.46K Hold
36
– – ﹤0.01% 188
2021
Q3 		$8.32K Hold
36
– – ﹤0.01% 191
2021
Q2 		$6.88K Hold
36
– – ﹤0.01% 166
2021
Q1 		$6.49K Hold
36
– – ﹤0.01% 165
2020
Q4 		$6.59K Hold
36
– – ﹤0.01% 149
2020
Q3 		$4.47K Buy
+36
New +$4.03K ﹤0.01% 162

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

Halpern Financial's IIPR Position: Q1 2022 in Review

Halpern Financial sold out of Innovative Industrial Properties (IIPR) in Q1 2022, closing a stake of 36 shares — an estimated $9.46K sold.

Halpern Financial first reported a position in IIPR in Q3 2020 and held it in 6 quarters. The position peaked at $9.46K in Q4 2021. 437 funds tracked by Wall St. Rank hold IIPR as of Q1 2022.

  • Halpern Financial reported no remaining Innovative Industrial Properties position as of Q1 2022 after selling out during the quarter.
  • Halpern Financial sold 36 Innovative Industrial Properties shares in Q1 2022, an estimated $9.46K.
  • Halpern Financial first reported a position in Innovative Industrial Properties in Q3 2020 and held it in 6 quarters.
  • Halpern Financial's Innovative Industrial Properties position peaked at $9.46K in Q4 2021.
  • 437 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q1 2022.

Based on Halpern Financial's 13F filing for Q1 2022, filed 21 Sep 2023.