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Planning Capital Management Corporation’s Innovative Industrial Properties IIPR Stock Holding History

Planning Capital Management Corporation’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
2024
Q3 		$36.4K Buy
270
+77
+40% +$9.37K 0.02% 215
2024
Q2 		$21.1K Hold
193
– – 0.01% 272
2024
Q1 		$20K Hold
193
– – 0.01% 290
2023
Q4 		$19.5K Buy
+193
New +$15.8K 0.02% 302

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Planning Capital Management Corporation's IIPR Position: Q3 2024 in Review

Planning Capital Management Corporation increased its Innovative Industrial Properties (IIPR) stake by 40% in Q3 2024, buying an estimated $9.37K and bringing the position to 270 shares worth $36.4K. The position accounts for 0.02% of the portfolio, ranked #215.

Planning Capital Management Corporation first reported a position in IIPR in Q4 2023 and has held it in 4 quarters since. 415 funds tracked by Wall St. Rank hold IIPR as of Q3 2024.

  • Planning Capital Management Corporation held 270 shares of Innovative Industrial Properties worth $36.4K as of Q3 2024.
  • Planning Capital Management Corporation bought 77 Innovative Industrial Properties shares in Q3 2024, an estimated $9.37K.
  • Innovative Industrial Properties made up 0.02% of Planning Capital Management Corporation's portfolio in Q3 2024, its #215 holding.
  • Planning Capital Management Corporation first reported a position in Innovative Industrial Properties in Q4 2023 and has held it in 4 quarters since.
  • 415 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.