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New Wave Wealth Advisors’s Innovative Industrial Properties IIPR Stock Holding History

New Wave Wealth 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
Q1 		– Sell
-10
Closed -$666 – 383
2024
Q4 		$666 Buy
+10
New +$1.13K ﹤0.01% 655

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 $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

New Wave Wealth Advisors's IIPR Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Innovative Industrial Properties (IIPR) in Q1 2025, closing a stake of 10 shares — an estimated $666 sold.

New Wave Wealth Advisors first reported a position in IIPR in Q4 2024 and held it in 1 quarter. The position peaked at $666 in Q4 2024. 327 funds tracked by Wall St. Rank hold IIPR as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining Innovative Industrial Properties position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 10 Innovative Industrial Properties shares in Q1 2025, an estimated $666.
  • New Wave Wealth Advisors first reported a position in Innovative Industrial Properties in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's Innovative Industrial Properties position peaked at $666 in Q4 2024.
  • 327 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.