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JFS Wealth Advisors’s Innovative Industrial Properties IIPR Stock Holding History

JFS Wealth Advisors’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
2022
Q2 		– Sell
-300
Closed -$62K – 1834
2022
Q1 		$62K Hold
300
– – 0.01% 375
2021
Q4 		$79K Hold
300
– – 0.01% 349
2021
Q3 		$69K Buy
+300
New +$67.7K 0.01% 372
2018
Q4 		– Sell
-300
Closed -$14K – 497
2018
Q3 		$14K Buy
+300
New +$11.5K ﹤0.01% 364

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

JFS Wealth Advisors's IIPR Position: Q2 2022 in Review

JFS Wealth Advisors sold out of Innovative Industrial Properties (IIPR) in Q2 2022, closing a stake of 300 shares — an estimated $62K sold.

JFS Wealth Advisors first reported a position in IIPR in Q3 2018 and held it in 4 quarters. The position peaked at $79K in Q4 2021. 389 funds tracked by Wall St. Rank hold IIPR as of Q2 2022.

  • JFS Wealth Advisors reported no remaining Innovative Industrial Properties position as of Q2 2022 after selling out during the quarter.
  • JFS Wealth Advisors sold 300 Innovative Industrial Properties shares in Q2 2022, an estimated $62K.
  • JFS Wealth Advisors first reported a position in Innovative Industrial Properties in Q3 2018 and held it in 4 quarters.
  • JFS Wealth Advisors's Innovative Industrial Properties position peaked at $79K in Q4 2021.
  • 389 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q2 2022.

Based on JFS Wealth Advisors's 13F filing for Q2 2022, filed 2 Aug 2022.