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Minot Wealth Management’s Innovative Industrial Properties IIPR Stock Holding History

Minot Wealth 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
Q1 		– Sell
-11,495
Closed -$3.02M – 214
2021
Q4 		$3.02M Sell
11,495
-100
-0.9% -$25.7K 0.58% 50
2021
Q3 		$2.68M Buy
11,595
+315
+3% +$71.1K 0.58% 49
2021
Q2 		$2.35M Sell
11,280
-4,750
-30% -$871K 0.51% 55
2021
Q1 		$2.89M Sell
16,030
-777
-5% -$149K 0.74% 46
2020
Q4 		$3.08M Buy
+16,807
New +$2.52M 0.92% 43

Other funds holding IIPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
AI
AdvisorShares Investments Bethesda, Maryland $828M AUM 37.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Minot Wealth Management's IIPR Position: Q1 2022 in Review

Minot Wealth Management sold out of Innovative Industrial Properties (IIPR) in Q1 2022, closing a stake of 11,495 shares — an estimated $3.02M sold.

Minot Wealth Management first reported a position in IIPR in Q4 2020 and held it in 5 quarters. The position peaked at $3.08M in Q4 2020. 437 funds tracked by Wall St. Rank hold IIPR as of Q1 2022.

  • Minot Wealth Management reported no remaining Innovative Industrial Properties position as of Q1 2022 after selling out during the quarter.
  • Minot Wealth Management sold 11,495 Innovative Industrial Properties shares in Q1 2022, an estimated $3.02M.
  • Minot Wealth Management first reported a position in Innovative Industrial Properties in Q4 2020 and held it in 5 quarters.
  • Minot Wealth Management's Innovative Industrial Properties position peaked at $3.08M in Q4 2020.
  • 437 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q1 2022.

Based on Minot Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.