Householder Group Estate & Retirement Specialist’s Innovative Industrial Properties IIPR Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	–	Sell	-9	Closed	-$1K	–	847
2024 Q3	$1K	Sell	9 -99	-92%	-$12K	﹤0.01%	1098
2024 Q2	$11K	Buy	108 +100	+1,250%	+$10.5K	﹤0.01%	797
2024 Q1	$907	Hold	8	–	–	﹤0.01%	1119
2023 Q4	$0	Hold	8	–	–	﹤0.01%	1234
2023 Q3	$635	Buy	+8	New	+$640	﹤0.01%	1175
2023 Q1	$1K	Buy	18 +8	+80%	+$706	﹤0.01%	1154
2022 Q4	$1K	Hold	10	–	–	﹤0.01%	338
2022 Q3	$0	Buy	+10	New	+$970	﹤0.01%	1149

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Householder Group Estate & Retirement Specialist's IIPR Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Innovative Industrial Properties (IIPR) in Q4 2024, closing a stake of 9 shares — an estimated $1K sold.

Householder Group Estate & Retirement Specialist first reported a position in IIPR in Q3 2022 and held it in 8 quarters. The position peaked at $11K in Q2 2024. 359 funds tracked by Wall St. Rank hold IIPR as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Innovative Industrial Properties position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 9 Innovative Industrial Properties shares in Q4 2024, an estimated $1K.
Householder Group Estate & Retirement Specialist first reported a position in Innovative Industrial Properties in Q3 2022 and held it in 8 quarters.
Householder Group Estate & Retirement Specialist's Innovative Industrial Properties position peaked at $11K in Q2 2024.
359 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.