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Moseley Investment Management’s Innovative Industrial Properties IIPR Stock Holding History

Moseley 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
2023
Q1 		– Sell
-2,181
Closed -$221K – 147
2022
Q4 		$221K Sell
2,181
-293
-12% -$31.2K 0.16% 130
2022
Q3 		$219K Buy
2,474
+472
+24% +$45.8K 0.16% 126
2022
Q2 		$220K Buy
2,002
+194
+11% +$27.5K 0.15% 141
2022
Q1 		$371K Buy
1,808
+308
+21% +$60.6K 0.2% 116
2021
Q4 		$394K Buy
1,500
+384
+34% +$98.5K 0.18% 123
2021
Q3 		$261K Buy
+1,116
New +$252K 0.13% 151

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
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EMG
ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Moseley Investment Management's IIPR Position: Q1 2023 in Review

Moseley Investment Management sold out of Innovative Industrial Properties (IIPR) in Q1 2023, closing a stake of 2,181 shares — an estimated $221K sold.

Moseley Investment Management first reported a position in IIPR in Q3 2021 and held it in 6 quarters. The position peaked at $394K in Q4 2021. 348 funds tracked by Wall St. Rank hold IIPR as of Q1 2023.

  • Moseley Investment Management reported no remaining Innovative Industrial Properties position as of Q1 2023 after selling out during the quarter.
  • Moseley Investment Management sold 2,181 Innovative Industrial Properties shares in Q1 2023, an estimated $221K.
  • Moseley Investment Management first reported a position in Innovative Industrial Properties in Q3 2021 and held it in 6 quarters.
  • Moseley Investment Management's Innovative Industrial Properties position peaked at $394K in Q4 2021.
  • 348 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q1 2023.

Based on Moseley Investment Management's 13F filing for Q1 2023, filed 3 May 2023.