PWMG
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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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return