Kovitz Investment Group Partners
IIPR icon

Kovitz Investment Group Partners’s Innovative Industrial Properties IIPR Stock Holding History

Kovitz Investment Group Partners’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
Q1 		– Sell
-3,025
Closed -$202K – 1273
2024
Q4 		$202K Sell
3,025
-5
-0.2% -$563 ﹤0.01% 1171
2024
Q3 		$408K Hold
3,030
– – ﹤0.01% 796
2024
Q2 		$331K Hold
3,030
– – ﹤0.01% 719
2024
Q1 		$314K Buy
+3,030
New +$289K ﹤0.01% 577

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Kovitz Investment Group Partners's IIPR Position: Q1 2025 in Review

Kovitz Investment Group Partners sold out of Innovative Industrial Properties (IIPR) in Q1 2025, closing a stake of 3,025 shares — an estimated $202K sold.

Kovitz Investment Group Partners first reported a position in IIPR in Q1 2024 and held it in 4 quarters. The position peaked at $408K in Q3 2024. 327 funds tracked by Wall St. Rank hold IIPR as of Q1 2025.

  • Kovitz Investment Group Partners reported no remaining Innovative Industrial Properties position as of Q1 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 3,025 Innovative Industrial Properties shares in Q1 2025, an estimated $202K.
  • Kovitz Investment Group Partners first reported a position in Innovative Industrial Properties in Q1 2024 and held it in 4 quarters.
  • Kovitz Investment Group Partners's Innovative Industrial Properties position peaked at $408K in Q3 2024.
  • 327 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q1 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2025, filed 13 May 2025.