LFGH
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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 $5.7T 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
ZP
Zimmer Partners New York $4.08B AUM 14.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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