Private Wealth Management Group’s Innovative Industrial Properties IIPR Stock Holding History

Private Wealth Management Group’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
2026 Q1	–	Sell	-28	Closed	-$1.33K	–	1498
2025 Q4	$1.33K	Sell	28 -31	-53%	-$1.6K	﹤0.01%	1194
2025 Q3	$3.16K	Buy	59 +31	+111%	+$1.69K	﹤0.01%	959
2025 Q2	$1.55K	Sell	28 -7	-20%	-$383	﹤0.01%	1160
2025 Q1	$1.89K	Hold	35	–	–	﹤0.01%	1071
2024 Q4	$2.33K	Buy	35 +12	+52%	+$1.35K	﹤0.01%	1028
2024 Q3	$3.1K	Hold	23	–	–	﹤0.01%	908
2024 Q2	$2.51K	Hold	23	–	–	﹤0.01%	972
2024 Q1	$2.38K	Hold	23	–	–	﹤0.01%	894
2023 Q4	$2.32K	Buy	+23	New	+$1.89K	﹤0.01%	918

Other funds holding IIPR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Private Wealth Management Group's IIPR Position: Q1 2026 in Review

Private Wealth Management Group sold out of Innovative Industrial Properties (IIPR) in Q1 2026, closing a stake of 28 shares — an estimated $1.33K sold.

Private Wealth Management Group first reported a position in IIPR in Q4 2023 and held it in 9 quarters. The position peaked at $3.16K in Q3 2025. 300 funds tracked by Wall St. Rank hold IIPR as of Q1 2026.

Private Wealth Management Group reported no remaining Innovative Industrial Properties position as of Q1 2026 after selling out during the quarter.
Private Wealth Management Group sold 28 Innovative Industrial Properties shares in Q1 2026, an estimated $1.33K.
Private Wealth Management Group first reported a position in Innovative Industrial Properties in Q4 2023 and held it in 9 quarters.
Private Wealth Management Group's Innovative Industrial Properties position peaked at $3.16K in Q3 2025.
300 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.