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Legacy Wealth Asset Management’s Innovative Industrial Properties IIPR Stock Holding History

Legacy Wealth Asset 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 		– Sell
-997
Closed -$205K – 331
2022
Q1 		$205K Buy
997
+19
+2% +$3.74K 0.07% 298
2021
Q4 		$257K Buy
978
+19
+2% +$4.87K 0.09% 278
2021
Q3 		$222K Buy
+959
New +$216K 0.1% 273

Other funds holding IIPR

BlackRock
BlackRock New York $5.72T 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 $4.15B AUM 14.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
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

Legacy Wealth Asset Management's IIPR Position: Q2 2022 in Review

Legacy Wealth Asset Management sold out of Innovative Industrial Properties (IIPR) in Q2 2022, closing a stake of 997 shares — an estimated $205K sold.

Legacy Wealth Asset Management first reported a position in IIPR in Q3 2021 and held it in 3 quarters. The position peaked at $257K in Q4 2021. 389 funds tracked by Wall St. Rank hold IIPR as of Q2 2022.

  • Legacy Wealth Asset Management reported no remaining Innovative Industrial Properties position as of Q2 2022 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 997 Innovative Industrial Properties shares in Q2 2022, an estimated $205K.
  • Legacy Wealth Asset Management first reported a position in Innovative Industrial Properties in Q3 2021 and held it in 3 quarters.
  • Legacy Wealth Asset Management's Innovative Industrial Properties position peaked at $257K in Q4 2021.
  • 389 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q2 2022.

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