Jones Financial Companies
IIPR icon

Jones Financial Companies’s Innovative Industrial Properties IIPR Stock Holding History

Jones Financial Companies’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
2026
Q1 		$249K Buy
4,883
+341
+8% +$17.2K ﹤0.01% 2318
2025
Q4 		$215K Buy
4,542
+415
+10% +$21.5K ﹤0.01% 1877
2025
Q3 		$225K Sell
4,127
-142
-3% -$7.72K ﹤0.01% 1740
2025
Q2 		$244K Sell
4,269
-459
-10% -$25.1K ﹤0.01% 1575
2025
Q1 		$301K Sell
4,728
-399
-8% -$27.6K ﹤0.01% 1328
2024
Q4 		$342K Buy
5,127
+1,143
+29% +$129K ﹤0.01% 1139
2024
Q3 		$541K Buy
3,984
+1,861
+88% +$226K ﹤0.01% 794
2024
Q2 		$232K Buy
2,123
+1,643
+342% +$172K ﹤0.01% 783
2024
Q1 		$49.7K Buy
480
+326
+212% +$31.1K ﹤0.01% 734
2023
Q4 		$15.5K Buy
+154
New +$12.6K ﹤0.01% 622

Other funds holding IIPR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return