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Investment Research & Advisory Group’s Innovative Industrial Properties IIPR Stock Holding History

Investment Research & Advisory 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
2024
Q1 		– Sell
-2
Closed -$202 – 224
2023
Q4 		$202 Hold
2
– – ﹤0.01% 212
2023
Q3 		$151 Hold
2
– – ﹤0.01% 208
2023
Q2 		$146 Hold
2
– – ﹤0.01% 213
2023
Q1 		$152 Hold
2
– – ﹤0.01% 190
2022
Q4 		$203 Buy
+2
New +$213 ﹤0.01% 187

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Investment Research & Advisory Group's IIPR Position: Q1 2024 in Review

Investment Research & Advisory Group sold out of Innovative Industrial Properties (IIPR) in Q1 2024, closing a stake of 2 shares — an estimated $202 sold.

Investment Research & Advisory Group first reported a position in IIPR in Q4 2022 and held it in 5 quarters. The position peaked at $203 in Q4 2022. 378 funds tracked by Wall St. Rank hold IIPR as of Q1 2024.

  • Investment Research & Advisory Group reported no remaining Innovative Industrial Properties position as of Q1 2024 after selling out during the quarter.
  • Investment Research & Advisory Group sold 2 Innovative Industrial Properties shares in Q1 2024, an estimated $202.
  • Investment Research & Advisory Group first reported a position in Innovative Industrial Properties in Q4 2022 and held it in 5 quarters.
  • Investment Research & Advisory Group's Innovative Industrial Properties position peaked at $203 in Q4 2022.
  • 378 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q1 2024.

Based on Investment Research & Advisory Group's 13F filing for Q1 2024, filed 17 Apr 2024.