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Independent Financial Group’s Innovative Industrial Properties IIPR Stock Holding History

Independent Financial Group’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
-3,787
Closed -$252K – 1216
2024
Q4 		$252K Buy
3,787
+244
+7% +$27.5K 0.01% 967
2024
Q3 		$477K Sell
3,543
-3,849
-52% -$468K 0.02% 672
2024
Q2 		$807K Sell
7,392
-8,027
-52% -$843K 0.03% 460
2024
Q1 		$1.6M Sell
15,419
-871
-5% -$83.1K 0.07% 263
2023
Q4 		$1.64M Sell
16,290
-535
-3% -$43.9K 0.09% 243
2023
Q3 		$1.27M Buy
16,825
+2,080
+14% +$166K 0.08% 268
2023
Q2 		$1.08M Buy
14,745
+4,146
+39% +$292K 0.07% 295
2023
Q1 		$805K Buy
10,599
+2,400
+29% +$212K 0.06% 334
2022
Q4 		$831K Buy
8,199
+124
+2% +$13.2K 0.07% 285
2022
Q3 		$715K Buy
8,075
+468
+6% +$45.4K 0.06% 303
2022
Q2 		$836K Sell
7,607
-1,266
-14% -$180K 0.09% 262
2022
Q1 		$1.82M Buy
8,873
+1,753
+25% +$345K 0.15% 141
2021
Q4 		$1.87M Buy
7,120
+1,190
+20% +$305K 0.15% 137
2021
Q3 		$1.37M Sell
5,930
-1,405
-19% -$317K 0.14% 151
2021
Q2 		$1.4M Sell
7,335
-88
-1% -$16.1K 0.15% 153
2021
Q1 		$1.34M Sell
7,423
-933
-11% -$179K 0.17% 145
2020
Q4 		$1.53M Buy
8,356
+1,248
+18% +$187K 0.23% 111
2020
Q3 		$882K Sell
7,108
-868
-11% -$97K 0.17% 145
2020
Q2 		$702K Buy
7,976
+1,545
+24% +$126K 0.15% 164
2020
Q1 		$488K Buy
+6,431
New +$543K 0.14% 174

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

Independent Financial Group's IIPR Position: Q1 2025 in Review

Independent Financial Group sold out of Innovative Industrial Properties (IIPR) in Q1 2025, closing a stake of 3,787 shares — an estimated $252K sold.

Independent Financial Group first reported a position in IIPR in Q1 2020 and held it in 20 quarters. The position peaked at $1.87M in Q4 2021. 327 funds tracked by Wall St. Rank hold IIPR as of Q1 2025.

  • Independent Financial Group reported no remaining Innovative Industrial Properties position as of Q1 2025 after selling out during the quarter.
  • Independent Financial Group sold 3,787 Innovative Industrial Properties shares in Q1 2025, an estimated $252K.
  • Independent Financial Group first reported a position in Innovative Industrial Properties in Q1 2020 and held it in 20 quarters.
  • Independent Financial Group's Innovative Industrial Properties position peaked at $1.87M in Q4 2021.
  • 327 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q1 2025.

Based on Independent Financial Group's 13F filing for Q1 2025, filed 19 May 2026.