LPL Financial’s Innovative Industrial Properties IIPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.28M | Sell |
25,554
-2,151
| -8% | -$109K | ﹤0.01% | 3938 |
|
|
2025
Q4 | $1.31M | Sell |
27,705
-5,371
| -16% | -$278K | ﹤0.01% | 3797 |
|
|
2025
Q3 | $1.77M | Sell |
33,076
-544
| -2% | -$29.6K | ﹤0.01% | 3427 |
|
|
2025
Q2 | $1.86M | Sell |
33,620
-4,738
| -12% | -$259K | ﹤0.01% | 3195 |
|
|
2025
Q1 | $2.07M | Sell |
38,358
-1,561
| -4% | -$108K | ﹤0.01% | 2924 |
|
|
2024
Q4 | $2.66M | Buy |
39,919
+9,312
| +30% | +$1.05M | ﹤0.01% | 2609 |
|
|
2024
Q3 | $4.12M | Buy |
30,607
+3,539
| +13% | +$431K | ﹤0.01% | 2151 |
|
|
2024
Q2 | $2.96M | Buy |
27,068
+189
| +0.7% | +$19.8K | ﹤0.01% | 2270 |
|
|
2024
Q1 | $2.78M | Buy |
26,879
+7,008
| +35% | +$668K | ﹤0.01% | 2251 |
|
|
2023
Q4 | $2M | Sell |
19,871
-15,811
| -44% | -$1.3M | ﹤0.01% | 2398 |
|
|
2023
Q3 | $2.7M | Buy |
35,682
+2,741
| +8% | +$219K | ﹤0.01% | 2059 |
|
|
2023
Q2 | $2.4M | Buy |
32,941
+3,269
| +11% | +$230K | ﹤0.01% | 2085 |
|
|
2023
Q1 | $2.25M | Sell |
29,672
-33,314
| -53% | -$2.94M | ﹤0.01% | 2050 |
|
|
2022
Q4 | $6.38M | Buy |
62,986
+13,297
| +27% | +$1.42M | 0.01% | 1304 |
|
|
2022
Q3 | $4.4M | Buy |
49,689
+7,664
| +18% | +$744K | ﹤0.01% | 1462 |
|
|
2022
Q2 | $4.62M | Buy |
42,025
+6,768
| +19% | +$960K | ﹤0.01% | 1468 |
|
|
2022
Q1 | $7.24M | Sell |
35,257
-2,357
| -6% | -$464K | 0.01% | 1199 |
|
|
2021
Q4 | $9.89M | Buy |
37,614
+131
| +0.3% | +$33.6K | 0.01% | 1025 |
|
|
2021
Q3 | $8.66M | Sell |
37,483
-3,116
| -8% | -$703K | 0.01% | 1037 |
|
|
2021
Q2 | $7.75M | Buy |
40,599
+234
| +0.6% | +$42.9K | 0.01% | 1062 |
|
|
2021
Q1 | $7.27M | Sell |
40,365
-25,014
| -38% | -$4.8M | 0.01% | 1001 |
|
|
2020
Q4 | $12M | Buy |
65,379
+26,270
| +67% | +$3.93M | 0.02% | 669 |
|
|
2020
Q3 | $4.85M | Buy |
39,109
+736
| +2% | +$82.3K | 0.01% | 975 |
|
|
2020
Q2 | $3.38M | Buy |
38,373
+3,927
| +11% | +$320K | 0.01% | 1062 |
|
|
2020
Q1 | $2.62M | Sell |
34,446
-3,627
| -10% | -$306K | 0.01% | 1035 |
|
|
2019
Q4 | $2.89M | Buy |
38,073
+21,035
| +123% | +$1.63M | 0.01% | 1124 |
|
|
2019
Q3 | $1.57M | Sell |
17,038
-3,637
| -18% | -$383K | ﹤0.01% | 1416 |
|
|
2019
Q2 | $2.56M | Buy |
20,675
+7,077
| +52% | +$649K | 0.01% | 1111 |
|
|
2019
Q1 | $1.11M | Buy |
13,598
+3,403
| +33% | +$230K | ﹤0.01% | 1591 |
|
|
2018
Q4 | $463K | Buy |
10,195
+1,370
| +16% | +$62.8K | ﹤0.01% | 2097 |
|
|
2018
Q3 | $426K | Buy |
+8,825
| New | +$337K | ﹤0.01% | 2363 |
|
Other funds holding IIPR
VPM
VCM
