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Kore Private Wealth’s Innovative Industrial Properties IIPR Stock Holding History

Kore Private Wealth’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
2021
Q1 		– Sell
-1,250
Closed -$229K – 385
2020
Q4 		$229K Buy
+1,250
New +$187K 0.04% 290

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State Street
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ZP
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AI
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American Century Companies
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Northern Trust
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Kore Private Wealth's IIPR Position: Q1 2021 in Review

Kore Private Wealth sold out of Innovative Industrial Properties (IIPR) in Q1 2021, closing a stake of 1,250 shares — an estimated $229K sold.

Kore Private Wealth first reported a position in IIPR in Q4 2020 and held it in 1 quarter. The position peaked at $229K in Q4 2020. 394 funds tracked by Wall St. Rank hold IIPR as of Q1 2021.

  • Kore Private Wealth reported no remaining Innovative Industrial Properties position as of Q1 2021 after selling out during the quarter.
  • Kore Private Wealth sold 1,250 Innovative Industrial Properties shares in Q1 2021, an estimated $229K.
  • Kore Private Wealth first reported a position in Innovative Industrial Properties in Q4 2020 and held it in 1 quarter.
  • Kore Private Wealth's Innovative Industrial Properties position peaked at $229K in Q4 2020.
  • 394 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q1 2021.

Based on Kore Private Wealth's 13F filing for Q1 2021, filed 18 May 2021.