IFP Advisors’s Innovative Industrial Properties IIPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $652 | Hold |
13
| – | – | ﹤0.01% | 4353 |
|
|
2025
Q4 | $616 | Buy |
13
+8
| +160% | +$414 | ﹤0.01% | 4226 |
|
|
2025
Q3 | $268 | Buy |
+5
| New | +$272 | ﹤0.01% | 4328 |
|
|
2025
Q2 | – | Hold |
0
| – | – | – | 3169 |
|
|
2025
Q1 | – | Sell |
-78
| Closed | -$5.2K | – | 4511 |
|
|
2024
Q4 | $5.2K | Buy |
78
+28
| +56% | +$3.15K | ﹤0.01% | 2778 |
|
|
2024
Q3 | $6.73K | Sell |
50
-844
| -94% | -$103K | ﹤0.01% | 2568 |
|
|
2024
Q2 | $97.7K | Sell |
894
-446
| -33% | -$46.8K | ﹤0.01% | 1383 |
|
|
2024
Q1 | $139K | Buy |
1,340
+1,200
| +857% | +$114K | 0.01% | 1161 |
|
|
2023
Q4 | $14.1K | Sell |
140
-1,170
| -89% | -$95.9K | ﹤0.01% | 2057 |
|
|
2023
Q3 | $99.1K | Hold |
1,310
| – | – | ﹤0.01% | 1257 |
|
|
2023
Q2 | $95.6K | Sell |
1,310
-122
| -9% | -$8.59K | ﹤0.01% | 1332 |
|
|
2023
Q1 | $54.2K | Buy |
1,432
+65
| +5% | +$5.74K | ﹤0.01% | 1532 |
|
|
2022
Q4 | $53K | Sell |
1,367
-675
| -33% | -$71.9K | ﹤0.01% | 2199 |
|
|
2022
Q3 | $83K | Buy |
2,042
+626
| +44% | +$60.7K | ﹤0.01% | 1990 |
|
|
2022
Q2 | $59K | Hold |
1,416
| – | – | ﹤0.01% | 2040 |
|
|
2022
Q1 | $59K | Buy |
1,416
+92
| +7% | +$18.1K | ﹤0.01% | 2040 |
|
|
2021
Q4 | $349K | Buy |
1,324
+202
| +18% | +$51.8K | 0.01% | 722 |
|
|
2021
Q3 | $261K | Buy |
1,122
+230
| +26% | +$51.9K | 0.01% | 831 |
|
|
2021
Q2 | $169K | Sell |
892
-280
| -24% | -$51.4K | ﹤0.01% | 987 |
|
|
2021
Q1 | $213K | Sell |
1,172
-692
| -37% | -$133K | ﹤0.01% | 808 |
|
|
2020
Q4 | $342K | Buy |
1,864
+172
| +10% | +$25.7K | 0.01% | 618 |
|
|
2020
Q3 | $209K | Buy |
1,692
+1,015
| +150% | +$113K | 0.01% | 689 |
|
|
2020
Q2 | $62K | Buy |
677
+520
| +331% | +$42.3K | ﹤0.01% | 1122 |
|
|
2020
Q1 | $14K | Sell |
157
-520
| -77% | -$43.9K | ﹤0.01% | 1636 |
|
|
2019
Q4 | $52K | Buy |
677
+600
| +779% | +$46.5K | ﹤0.01% | 1233 |
|
|
2019
Q3 | $7K | Buy |
+77
| New | +$8.11K | ﹤0.01% | 2221 |
|
|
2019
Q1 | $97K | Sell |
1,211
-9,169
| -88% | -$620K | 0.01% | 695 |
|
|
2018
Q4 | $476K | Buy |
10,380
+3,274
| +46% | +$150K | 0.03% | 572 |
|
|
2018
Q3 | $343K | Sell |
7,106
-1,272
| -15% | -$48.6K | 0.01% | 824 |
|
|
2018
Q2 | $307K | Buy |
8,378
+6,868
| +455% | +$236K | 0.01% | 869 |
|
|
2018
Q1 | $49K | Hold |
1,510
| – | – | ﹤0.01% | 1819 |
|
|
2017
Q4 | $49K | Buy |
1,510
+400
| +36% | +$8.15K | ﹤0.01% | 1836 |
|
|
2017
Q3 | $21K | Sell |
1,110
-1,500
| -57% | -$25.9K | ﹤0.01% | 2557 |
|
|
2017
Q2 | $44K | Sell |
2,610
-2,850
| -52% | -$50.1K | ﹤0.01% | 2052 |
|
|
2017
Q1 | $93K | Buy |
5,460
+760
| +16% | +$13.4K | ﹤0.01% | 1530 |
|
|
2016
Q4 | $85K | Buy |
+4,700
| New | +$82K | ﹤0.01% | 1549 |
|
Other funds holding IIPR
VPM
VCM
