Lake Point Wealth Management’s Innovative Industrial Properties IIPR Stock Holding History

Lake Point 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
2022 Q2	$11K	Hold	100	–	–	0.01%	142
2022 Q1	$21K	Hold	100	–	–	0.01%	107
2021 Q4	$26K	Hold	100	–	–	0.01%	103
2021 Q3	$23K	Hold	100	–	–	0.01%	99
2021 Q2	$19K	Buy	+100	New	+$18.3K	0.01%	122
2020 Q1	$4K	Buy	50 +15	+43%	+$1.27K	﹤0.01%	190
2019 Q4	$3K	Buy	+35	New	+$2.71K	﹤0.01%	431
2019 Q2	$2K	Hold	15	–	–	﹤0.01%	538
2019 Q1	$2K	Buy	+15	New	+$1.01K	﹤0.01%	536

Other funds holding IIPR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Lake Point Wealth Management's IIPR Position: Q2 2022 in Review

Lake Point Wealth Management held its Innovative Industrial Properties (IIPR) position steady in Q2 2022 at 100 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #142.

Lake Point Wealth Management first reported a position in IIPR in Q1 2019 and has held it in 9 quarters since. The position peaked at $26K in Q4 2021. 389 funds tracked by Wall St. Rank hold IIPR as of Q2 2022.

Lake Point Wealth Management held 100 shares of Innovative Industrial Properties worth $11K as of Q2 2022.
Lake Point Wealth Management left its Innovative Industrial Properties share count unchanged in Q2 2022.
Innovative Industrial Properties made up 0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #142 holding.
Lake Point Wealth Management first reported a position in Innovative Industrial Properties in Q1 2019 and has held it in 9 quarters since.
Lake Point Wealth Management's Innovative Industrial Properties position peaked at $26K in Q4 2021.
389 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.