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Koa Wealth Management’s Innovative Industrial Properties IIPR Stock Holding History

Koa Wealth Management’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
2025
Q3 		– Sell
-68,221
Closed -$3.77M – 59
2025
Q2 		$3.77M Buy
68,221
+8,047
+13% +$441K 2.99% 9
2025
Q1 		$3.25M Buy
60,174
+28,248
+88% +$1.96M 2.63% 12
2024
Q4 		$2.13M Sell
31,926
-10,722
-25% -$1.21M 1.74% 18
2024
Q3 		$5.74M Sell
42,648
-484
-1% -$58.9K 4.43% 5
2024
Q2 		$4.71M Buy
43,132
+2,078
+5% +$218K 3.98% 5
2024
Q1 		$4.25M Buy
41,054
+2,894
+8% +$276K 3.83% 4
2023
Q4 		$3.85M Buy
+38,160
New +$3.13M 3.8% 6

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
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

Koa Wealth Management's IIPR Position: Q3 2025 in Review

Koa Wealth Management sold out of Innovative Industrial Properties (IIPR) in Q3 2025, closing a stake of 68,221 shares — an estimated $3.77M sold.

Koa Wealth Management first reported a position in IIPR in Q4 2023 and held it in 7 quarters. The position peaked at $5.74M in Q3 2024. 309 funds tracked by Wall St. Rank hold IIPR as of Q3 2025.

  • Koa Wealth Management reported no remaining Innovative Industrial Properties position as of Q3 2025 after selling out during the quarter.
  • Koa Wealth Management sold 68,221 Innovative Industrial Properties shares in Q3 2025, an estimated $3.77M.
  • Koa Wealth Management first reported a position in Innovative Industrial Properties in Q4 2023 and held it in 7 quarters.
  • Koa Wealth Management's Innovative Industrial Properties position peaked at $5.74M in Q3 2024.
  • 309 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q3 2025.

Based on Koa Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.