MPCL
IIPR icon

My Personal CFO LLC’s Innovative Industrial Properties IIPR Stock Holding History

My Personal CFO LLC’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
-5
Closed -$507 – 418
2022
Q4 		$507 Buy
+5
New +$532 ﹤0.01% 750

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

My Personal CFO LLC's IIPR Position: Q1 2023 in Review

My Personal CFO LLC sold out of Innovative Industrial Properties (IIPR) in Q1 2023, closing a stake of 5 shares — an estimated $507 sold.

My Personal CFO LLC first reported a position in IIPR in Q4 2022 and held it in 1 quarter. The position peaked at $507 in Q4 2022. 348 funds tracked by Wall St. Rank hold IIPR as of Q1 2023.

  • My Personal CFO LLC reported no remaining Innovative Industrial Properties position as of Q1 2023 after selling out during the quarter.
  • My Personal CFO LLC sold 5 Innovative Industrial Properties shares in Q1 2023, an estimated $507.
  • My Personal CFO LLC first reported a position in Innovative Industrial Properties in Q4 2022 and held it in 1 quarter.
  • My Personal CFO LLC's Innovative Industrial Properties position peaked at $507 in Q4 2022.
  • 348 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.