Maia Wealth’s Innovative Industrial Properties IIPR Stock Holding History

Maia Wealth’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 Q1	–	Sell	-30	Closed	-$2K	–	317
2024 Q4	$2K	Buy	+30	New	+$3.38K	﹤0.01%	317

Other funds holding IIPR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Maia Wealth's IIPR Position: Q1 2025 in Review

Maia Wealth sold out of Innovative Industrial Properties (IIPR) in Q1 2025, closing a stake of 30 shares — an estimated $2K sold.

Maia Wealth first reported a position in IIPR in Q4 2024 and held it in 1 quarter. The position peaked at $2K in Q4 2024. 327 funds tracked by Wall St. Rank hold IIPR as of Q1 2025.

Maia Wealth reported no remaining Innovative Industrial Properties position as of Q1 2025 after selling out during the quarter.
Maia Wealth sold 30 Innovative Industrial Properties shares in Q1 2025, an estimated $2K.
Maia Wealth first reported a position in Innovative Industrial Properties in Q4 2024 and held it in 1 quarter.
Maia Wealth's Innovative Industrial Properties position peaked at $2K in Q4 2024.
327 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q1 2025.

Based on Maia Wealth's 13F filing for Q1 2025, filed 12 May 2025.