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High Note Wealth’s Innovative Industrial Properties IIPR Stock Holding History

High Note Wealth’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
2025
Q2 		– Sell
-27
Closed -$1.46K – 941
2025
Q1 		$1.46K Buy
27
+14
+108% +$970 ﹤0.01% 721
2024
Q4 		$866 Buy
+13
New +$1.46K ﹤0.01% 754

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

High Note Wealth's IIPR Position: Q2 2025 in Review

High Note Wealth sold out of Innovative Industrial Properties (IIPR) in Q2 2025, closing a stake of 27 shares — an estimated $1.46K sold.

High Note Wealth first reported a position in IIPR in Q4 2024 and held it in 2 quarters. The position peaked at $1.46K in Q1 2025. 313 funds tracked by Wall St. Rank hold IIPR as of Q2 2025.

  • High Note Wealth reported no remaining Innovative Industrial Properties position as of Q2 2025 after selling out during the quarter.
  • High Note Wealth sold 27 Innovative Industrial Properties shares in Q2 2025, an estimated $1.46K.
  • High Note Wealth first reported a position in Innovative Industrial Properties in Q4 2024 and held it in 2 quarters.
  • High Note Wealth's Innovative Industrial Properties position peaked at $1.46K in Q1 2025.
  • 313 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q2 2025.

Based on High Note Wealth's 13F filing for Q2 2025, filed 23 Jul 2025.