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Nikulski Financial’s Innovative Industrial Properties IIPR Stock Holding History

Nikulski Financial’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
-2,117
Closed -$215K – 127
2022
Q4 		$215K Sell
2,117
-350
-14% -$37.3K 0.1% 122
2022
Q3 		$218K Buy
2,467
+104
+4% +$10.1K 0.11% 116
2022
Q2 		$260K Sell
2,363
-22
-0.9% -$3.12K 0.13% 111
2022
Q1 		$490K Sell
2,385
-23
-1% -$4.53K 0.21% 88
2021
Q4 		$633K Sell
2,408
-107
-4% -$27.4K 0.27% 79
2021
Q3 		$582K Buy
2,515
+50
+2% +$11.3K 0.27% 77
2021
Q2 		$527K Buy
2,465
+4
+0.2% +$734 0.25% 84
2021
Q1 		$443K Sell
2,461
-283
-10% -$54.3K 0.23% 83
2020
Q4 		$503K Sell
2,744
-103
-4% -$15.4K 0.28% 73
2020
Q3 		$353K Sell
2,847
-380
-12% -$42.5K 0.22% 81
2020
Q2 		$284K Hold
3,227
– – 0.2% 87
2020
Q1 		$245K Buy
3,227
+727
+29% +$61.4K 0.21% 80
2019
Q4 		$235K Sell
2,500
-789
-24% -$61.2K 0.17% 85
2019
Q3 		$259K Buy
3,289
+1,645
+100% +$173K 0.22% 75
2019
Q2 		$207K Buy
+1,644
New +$151K 0.17% 82

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

Nikulski Financial's IIPR Position: Q1 2023 in Review

Nikulski Financial sold out of Innovative Industrial Properties (IIPR) in Q1 2023, closing a stake of 2,117 shares — an estimated $215K sold.

Nikulski Financial first reported a position in IIPR in Q2 2019 and held it in 15 quarters. The position peaked at $633K in Q4 2021. 348 funds tracked by Wall St. Rank hold IIPR as of Q1 2023.

  • Nikulski Financial reported no remaining Innovative Industrial Properties position as of Q1 2023 after selling out during the quarter.
  • Nikulski Financial sold 2,117 Innovative Industrial Properties shares in Q1 2023, an estimated $215K.
  • Nikulski Financial first reported a position in Innovative Industrial Properties in Q2 2019 and held it in 15 quarters.
  • Nikulski Financial's Innovative Industrial Properties position peaked at $633K in Q4 2021.
  • 348 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q1 2023.

Based on Nikulski Financial's 13F filing for Q1 2023, filed 11 May 2023.