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Personal CFO Solutions’s Innovative Industrial Properties IIPR Stock Holding History

Personal CFO Solutions’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
2022
Q2 		– Sell
-1,375
Closed -$282K – 465
2022
Q1 		$282K Buy
1,375
+88
+7% +$17.3K 0.06% 355
2021
Q4 		$338K Sell
1,287
-18
-1% -$4.62K 0.06% 286
2021
Q3 		$302K Sell
1,305
-14
-1% -$3.16K 0.06% 287
2021
Q2 		$252K Sell
1,319
-250
-16% -$45.9K 0.05% 345
2021
Q1 		$283K Sell
1,569
-55
-3% -$10.5K 0.06% 277
2020
Q4 		$297K Buy
+1,624
New +$243K 0.07% 247

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
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Personal CFO Solutions's IIPR Position: Q2 2022 in Review

Personal CFO Solutions sold out of Innovative Industrial Properties (IIPR) in Q2 2022, closing a stake of 1,375 shares — an estimated $282K sold.

Personal CFO Solutions first reported a position in IIPR in Q4 2020 and held it in 6 quarters. The position peaked at $338K in Q4 2021. 389 funds tracked by Wall St. Rank hold IIPR as of Q2 2022.

  • Personal CFO Solutions reported no remaining Innovative Industrial Properties position as of Q2 2022 after selling out during the quarter.
  • Personal CFO Solutions sold 1,375 Innovative Industrial Properties shares in Q2 2022, an estimated $282K.
  • Personal CFO Solutions first reported a position in Innovative Industrial Properties in Q4 2020 and held it in 6 quarters.
  • Personal CFO Solutions's Innovative Industrial Properties position peaked at $338K in Q4 2021.
  • 389 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q2 2022.

Based on Personal CFO Solutions's 13F filing for Q2 2022, filed 5 Aug 2022.