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Prevail Innovative Wealth Advisors’s Innovative Industrial Properties IIPR Stock Holding History

Prevail Innovative 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
2024
Q3 		– Sell
-25,689
Closed -$2.81M – 185
2024
Q2 		$2.81M Buy
25,689
+5,926
+30% +$622K 0.99% 39
2024
Q1 		$2.05M Buy
+19,763
New +$1.89M 0.76% 57
2023
Q4 		– Sell
-5,722
Closed -$433K – 148
2023
Q3 		$433K Buy
+5,722
New +$457K 0.22% 94

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

Prevail Innovative Wealth Advisors's IIPR Position: Q3 2024 in Review

Prevail Innovative Wealth Advisors sold out of Innovative Industrial Properties (IIPR) in Q3 2024, closing a stake of 25,689 shares — an estimated $2.81M sold.

Prevail Innovative Wealth Advisors first reported a position in IIPR in Q3 2023 and held it in 3 quarters. The position peaked at $2.81M in Q2 2024. 415 funds tracked by Wall St. Rank hold IIPR as of Q3 2024.

  • Prevail Innovative Wealth Advisors reported no remaining Innovative Industrial Properties position as of Q3 2024 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 25,689 Innovative Industrial Properties shares in Q3 2024, an estimated $2.81M.
  • Prevail Innovative Wealth Advisors first reported a position in Innovative Industrial Properties in Q3 2023 and held it in 3 quarters.
  • Prevail Innovative Wealth Advisors's Innovative Industrial Properties position peaked at $2.81M in Q2 2024.
  • 415 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q3 2024.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.