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JP Morgan Private Wealth Advisors’s Innovative Industrial Properties IIPR Stock Holding History

JP Morgan Private 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
2023
Q1 		– Sell
-2,027
Closed -$205K – 1972
2022
Q4 		$205K Buy
+2,027
New +$216K ﹤0.01% 1816
2022
Q3 		– Sell
-2,076
Closed -$228K – 1950
2022
Q2 		$228K Sell
2,076
-552
-21% -$78.3K ﹤0.01% 1773
2022
Q1 		$540K Buy
2,628
+26
+1% +$5.12K ﹤0.01% 1503
2021
Q4 		$684K Buy
2,602
+972
+60% +$249K ﹤0.01% 1419
2021
Q3 		$377K Buy
1,630
+2
+0.1% +$451 ﹤0.01% 1617
2021
Q2 		$311K Sell
1,628
-325
-17% -$59.6K ﹤0.01% 1663
2021
Q1 		$352K Buy
1,953
+68
+4% +$13K ﹤0.01% 1463
2020
Q4 		$345K Buy
1,885
+260
+16% +$38.9K ﹤0.01% 1442
2020
Q3 		$202K Buy
+1,625
New +$182K ﹤0.01% 1521
2020
Q2 		– Sell
-4,170
Closed -$317K – 1573
2020
Q1 		$317K Buy
4,170
+200
+5% +$16.9K ﹤0.01% 1111
2019
Q4 		$301K Hold
3,970
– – ﹤0.01% 1240
2019
Q3 		$367K Buy
+3,970
New +$418K ﹤0.01% 1110
2017
Q2 		– Sell
-10,000
Closed -$171K – 1283
2017
Q1 		$171K Hold
10,000
– – ﹤0.01% 1263
2016
Q4 		$182K Buy
+10,000
New +$175K ﹤0.01% 1176

Other funds holding IIPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EMG
ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Private Wealth Advisors's IIPR Position: Q1 2023 in Review

JP Morgan Private Wealth Advisors sold out of Innovative Industrial Properties (IIPR) in Q1 2023, closing a stake of 2,027 shares — an estimated $205K sold.

JP Morgan Private Wealth Advisors first reported a position in IIPR in Q4 2016 and held it in 14 quarters. The position peaked at $684K in Q4 2021. 348 funds tracked by Wall St. Rank hold IIPR as of Q1 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Innovative Industrial Properties position as of Q1 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 2,027 Innovative Industrial Properties shares in Q1 2023, an estimated $205K.
  • JP Morgan Private Wealth Advisors first reported a position in Innovative Industrial Properties in Q4 2016 and held it in 14 quarters.
  • JP Morgan Private Wealth Advisors's Innovative Industrial Properties position peaked at $684K in Q4 2021.
  • 348 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q1 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2023, filed 12 May 2023.