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Lee Financial Group Hawaii’s Innovative Industrial Properties IIPR Stock Holding History

Lee Financial Group Hawaii’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
2024
Q1 		$869K Buy
8,389
+364
+5% +$34.7K 0.68% 16
2023
Q4 		$809K Buy
8,025
+880
+12% +$72.1K 0.69% 16
2023
Q3 		$541K Buy
7,145
+12
+0.2% +$959 0.5% 19
2023
Q2 		$521K Buy
+7,133
New +$502K 0.48% 21

Other funds holding IIPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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

Lee Financial Group Hawaii's IIPR Position: Q1 2024 in Review

Lee Financial Group Hawaii increased its Innovative Industrial Properties (IIPR) stake by 4.5% in Q1 2024, buying an estimated $34.7K and bringing the position to 8,389 shares worth $869K. The position accounts for 0.68% of the portfolio, ranked #16.

Lee Financial Group Hawaii first reported a position in IIPR in Q2 2023 and has held it in 4 quarters since. 378 funds tracked by Wall St. Rank hold IIPR as of Q1 2024.

  • Lee Financial Group Hawaii held 8,389 shares of Innovative Industrial Properties worth $869K as of Q1 2024.
  • Lee Financial Group Hawaii bought 364 Innovative Industrial Properties shares in Q1 2024, an estimated $34.7K.
  • Innovative Industrial Properties made up 0.68% of Lee Financial Group Hawaii's portfolio in Q1 2024, its #16 holding.
  • Lee Financial Group Hawaii first reported a position in Innovative Industrial Properties in Q2 2023 and has held it in 4 quarters since.
  • 378 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q1 2024.

Based on Lee Financial Group Hawaii's 13F filing for Q1 2024, filed 24 Apr 2024.