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IAG Wealth Partners’s Innovative Industrial Properties IIPR Stock Holding History

IAG Wealth Partners’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
2023
Q2 		– Sell
-60
Closed -$4.56K – 469
2023
Q1 		$4.56K Buy
+60
New +$5.3K ﹤0.01% 391

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
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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

IAG Wealth Partners's IIPR Position: Q2 2023 in Review

IAG Wealth Partners sold out of Innovative Industrial Properties (IIPR) in Q2 2023, closing a stake of 60 shares — an estimated $4.56K sold.

IAG Wealth Partners first reported a position in IIPR in Q1 2023 and held it in 1 quarter. The position peaked at $4.56K in Q1 2023. 328 funds tracked by Wall St. Rank hold IIPR as of Q2 2023.

  • IAG Wealth Partners reported no remaining Innovative Industrial Properties position as of Q2 2023 after selling out during the quarter.
  • IAG Wealth Partners sold 60 Innovative Industrial Properties shares in Q2 2023, an estimated $4.56K.
  • IAG Wealth Partners first reported a position in Innovative Industrial Properties in Q1 2023 and held it in 1 quarter.
  • IAG Wealth Partners's Innovative Industrial Properties position peaked at $4.56K in Q1 2023.
  • 328 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q2 2023.

Based on IAG Wealth Partners's 13F filing for Q2 2023, filed 10 Aug 2023.