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Principle Wealth Partners’s Innovative Industrial Properties IIPR Stock Holding History

Principle Wealth Partners’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
2020
Q3 		– Sell
-30
Closed -$3K – 280
2020
Q2 		$3K Buy
+30
New +$2.44K ﹤0.01% 450

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Morgan Stanley
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Wellington Management Group
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D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
HRCM
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Principle Wealth Partners's IIPR Position: Q3 2020 in Review

Principle Wealth Partners sold out of Innovative Industrial Properties (IIPR) in Q3 2020, closing a stake of 30 shares — an estimated $3K sold.

Principle Wealth Partners first reported a position in IIPR in Q2 2020 and held it in 1 quarter. The position peaked at $3K in Q2 2020. 321 funds tracked by Wall St. Rank hold IIPR as of Q3 2020.

  • Principle Wealth Partners reported no remaining Innovative Industrial Properties position as of Q3 2020 after selling out during the quarter.
  • Principle Wealth Partners sold 30 Innovative Industrial Properties shares in Q3 2020, an estimated $3K.
  • Principle Wealth Partners first reported a position in Innovative Industrial Properties in Q2 2020 and held it in 1 quarter.
  • Principle Wealth Partners's Innovative Industrial Properties position peaked at $3K in Q2 2020.
  • 321 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.