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IHT Wealth Management’s Innovative Industrial Properties IIPR Stock Holding History

IHT Wealth Management’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
Q1 		– Sell
-3,508
Closed -$234K – 1113
2024
Q4 		$234K Sell
3,508
-3,264
-48% -$367K 0.01% 957
2024
Q3 		$905K Buy
6,772
+3,150
+87% +$383K 0.03% 527
2024
Q2 		$396K Sell
3,622
-266
-7% -$27.9K 0.01% 710
2024
Q1 		$403K Buy
3,888
+551
+17% +$52.6K 0.02% 705
2023
Q4 		$336K Sell
3,337
-326
-9% -$26.7K 0.02% 724
2023
Q3 		$277K Buy
3,663
+184
+5% +$14.7K 0.01% 761
2023
Q2 		$254K Buy
+3,479
New +$245K 0.01% 784
2023
Q1 		– Sell
-2,144
Closed -$217K – 974
2022
Q4 		$217K Buy
+2,144
New +$228K 0.01% 790
2022
Q2 		– Sell
-1,247
Closed -$256K – 772
2022
Q1 		$256K Sell
1,247
-588
-32% -$116K 0.02% 627
2021
Q4 		$483K Buy
1,835
+19
+1% +$4.87K 0.04% 447
2021
Q3 		$420K Sell
1,816
-353
-16% -$79.6K 0.03% 481
2021
Q2 		$414K Buy
2,169
+207
+11% +$38K 0.03% 595
2021
Q1 		$353K Sell
1,962
-287
-13% -$55K 0.03% 570
2020
Q4 		$412K Buy
2,249
+1
+0% +$150 0.03% 471
2020
Q3 		$279K Sell
2,248
-1,602
-42% -$179K 0.03% 498
2020
Q2 		$339K Buy
+3,850
New +$313K 0.05% 376

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

IHT Wealth Management's IIPR Position: Q1 2025 in Review

IHT Wealth Management sold out of Innovative Industrial Properties (IIPR) in Q1 2025, closing a stake of 3,508 shares — an estimated $234K sold.

IHT Wealth Management first reported a position in IIPR in Q2 2020 and held it in 16 quarters. The position peaked at $905K in Q3 2024. 327 funds tracked by Wall St. Rank hold IIPR as of Q1 2025.

  • IHT Wealth Management reported no remaining Innovative Industrial Properties position as of Q1 2025 after selling out during the quarter.
  • IHT Wealth Management sold 3,508 Innovative Industrial Properties shares in Q1 2025, an estimated $234K.
  • IHT Wealth Management first reported a position in Innovative Industrial Properties in Q2 2020 and held it in 16 quarters.
  • IHT Wealth Management's Innovative Industrial Properties position peaked at $905K in Q3 2024.
  • 327 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q1 2025.

Based on IHT Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.