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Liberty One Investment Management’s Innovative Industrial Properties IIPR Stock Holding History

Liberty One Investment 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
2024
Q1 		– Sell
-2,501
Closed -$252K – 191
2023
Q4 		$252K Sell
2,501
-75
-3% -$6.15K 0.03% 115
2023
Q3 		$195K Sell
2,576
-54
-2% -$4.32K 0.03% 110
2023
Q2 		$192K Buy
2,630
+1,141
+77% +$80.4K 0.02% 121
2023
Q1 		$113K Buy
1,489
+98
+7% +$8.65K 0.02% 129
2022
Q4 		$141K Buy
1,391
+51
+4% +$5.43K 0.02% 123
2022
Q3 		$119K Buy
+1,340
New +$130K 0.02% 131
2022
Q2 		– Sell
-1,247
Closed -$256K – 147
2022
Q1 		$256K Buy
+1,247
New +$245K 0.04% 115

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
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

Liberty One Investment Management's IIPR Position: Q1 2024 in Review

Liberty One Investment Management sold out of Innovative Industrial Properties (IIPR) in Q1 2024, closing a stake of 2,501 shares — an estimated $252K sold.

Liberty One Investment Management first reported a position in IIPR in Q1 2022 and held it in 7 quarters. The position peaked at $256K in Q1 2022. 378 funds tracked by Wall St. Rank hold IIPR as of Q1 2024.

  • Liberty One Investment Management reported no remaining Innovative Industrial Properties position as of Q1 2024 after selling out during the quarter.
  • Liberty One Investment Management sold 2,501 Innovative Industrial Properties shares in Q1 2024, an estimated $252K.
  • Liberty One Investment Management first reported a position in Innovative Industrial Properties in Q1 2022 and held it in 7 quarters.
  • Liberty One Investment Management's Innovative Industrial Properties position peaked at $256K in Q1 2022.
  • 378 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q1 2024.

Based on Liberty One Investment Management's 13F filing for Q1 2024, filed 30 Apr 2024.