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Mutual Advisors’s Innovative Industrial Properties IIPR Stock Holding History

Mutual Advisors’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
Q3 		– Sell
-3,921
Closed -$211K – 1313
2025
Q2 		$211K Buy
+3,921
New +$215K 0.01% 1112
2025
Q1 		– Sell
-3,537
Closed -$237K – 1128
2024
Q4 		$237K Sell
3,537
-689
-16% -$77.5K 0.01% 972
2024
Q3 		$565K Buy
4,226
+19
+0.5% +$2.31K 0.02% 662
2024
Q2 		$520K Sell
4,207
-235
-5% -$24.7K 0.02% 680
2024
Q1 		$460K Sell
4,442
-65
-1% -$6.2K 0.01% 722
2023
Q4 		$454K Sell
4,507
-539
-11% -$44.2K 0.02% 683
2023
Q3 		$382K Sell
5,046
-1,058
-17% -$84.6K 0.01% 703
2023
Q2 		$446K Sell
6,104
-528
-8% -$37.2K 0.02% 675
2023
Q1 		$504K Sell
6,632
-904
-12% -$79.8K 0.02% 615
2022
Q4 		$764K Sell
7,536
-7,010
-48% -$746K 0.03% 483
2022
Q3 		$1.29M Sell
14,546
-713
-5% -$69.2K 0.07% 308
2022
Q2 		$1.68M Buy
15,259
+1,482
+11% +$210K 0.11% 213
2022
Q1 		$2.83M Sell
13,777
-406
-3% -$79.9K 0.16% 151
2021
Q4 		$3.73M Buy
14,183
+1,140
+9% +$292K 0.2% 115
2021
Q3 		$3.02M Buy
13,043
+2,972
+30% +$670K 0.18% 137
2021
Q2 		$1.92M Buy
10,071
+579
+6% +$106K 0.11% 228
2021
Q1 		$1.71M Buy
9,492
+3,913
+70% +$750K 0.12% 219
2020
Q4 		$1.02M Buy
+5,579
New +$835K 0.08% 299

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
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

Mutual Advisors's IIPR Position: Q3 2025 in Review

Mutual Advisors sold out of Innovative Industrial Properties (IIPR) in Q3 2025, closing a stake of 3,921 shares — an estimated $211K sold.

Mutual Advisors first reported a position in IIPR in Q4 2020 and held it in 18 quarters. The position peaked at $3.73M in Q4 2021. 309 funds tracked by Wall St. Rank hold IIPR as of Q3 2025.

  • Mutual Advisors reported no remaining Innovative Industrial Properties position as of Q3 2025 after selling out during the quarter.
  • Mutual Advisors sold 3,921 Innovative Industrial Properties shares in Q3 2025, an estimated $211K.
  • Mutual Advisors first reported a position in Innovative Industrial Properties in Q4 2020 and held it in 18 quarters.
  • Mutual Advisors's Innovative Industrial Properties position peaked at $3.73M in Q4 2021.
  • 309 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q3 2025.

Based on Mutual Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.