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Kelly Financial Services’s Innovative Industrial Properties IIPR Stock Holding History

Kelly Financial Services’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
Q1 		– Sell
-77
Closed -$20.2K – 689
2021
Q4 		$20.2K Buy
+77
New +$19.8K 0.01% 269

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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
AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kelly Financial Services's IIPR Position: Q1 2022 in Review

Kelly Financial Services sold out of Innovative Industrial Properties (IIPR) in Q1 2022, closing a stake of 77 shares — an estimated $20.2K sold.

Kelly Financial Services first reported a position in IIPR in Q4 2021 and held it in 1 quarter. The position peaked at $20.2K in Q4 2021. 437 funds tracked by Wall St. Rank hold IIPR as of Q1 2022.

  • Kelly Financial Services reported no remaining Innovative Industrial Properties position as of Q1 2022 after selling out during the quarter.
  • Kelly Financial Services sold 77 Innovative Industrial Properties shares in Q1 2022, an estimated $20.2K.
  • Kelly Financial Services first reported a position in Innovative Industrial Properties in Q4 2021 and held it in 1 quarter.
  • Kelly Financial Services's Innovative Industrial Properties position peaked at $20.2K in Q4 2021.
  • 437 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q1 2022.

Based on Kelly Financial Services's 13F filing for Q1 2022, filed 17 Jul 2024.