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Legend Financial Advisors’s Innovative Industrial Properties IIPR Stock Holding History

Legend Financial Advisors’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
Q3 		– Sell
-800
Closed -$44.2K – 93
2025
Q2 		$44.2K Buy
+800
New +$43.8K 0.03% 60

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
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

Legend Financial Advisors's IIPR Position: Q3 2025 in Review

Legend Financial Advisors sold out of Innovative Industrial Properties (IIPR) in Q3 2025, closing a stake of 800 shares — an estimated $44.2K sold.

Legend Financial Advisors first reported a position in IIPR in Q2 2025 and held it in 1 quarter. The position peaked at $44.2K in Q2 2025. 309 funds tracked by Wall St. Rank hold IIPR as of Q3 2025.

  • Legend Financial Advisors reported no remaining Innovative Industrial Properties position as of Q3 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 800 Innovative Industrial Properties shares in Q3 2025, an estimated $44.2K.
  • Legend Financial Advisors first reported a position in Innovative Industrial Properties in Q2 2025 and held it in 1 quarter.
  • Legend Financial Advisors's Innovative Industrial Properties position peaked at $44.2K in Q2 2025.
  • 309 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.