PWM
IIPR icon

Prosperity Wealth Management’s Innovative Industrial Properties IIPR Stock Holding History

Prosperity Wealth Management’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
2023
Q2 		– Sell
-2,945
Closed -$224K – 172
2023
Q1 		$224K Buy
2,945
+246
+9% +$21.7K 0.18% 106
2022
Q4 		$274K Buy
+2,699
New +$287K 0.26% 85

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
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Prosperity Wealth Management's IIPR Position: Q2 2023 in Review

Prosperity Wealth Management sold out of Innovative Industrial Properties (IIPR) in Q2 2023, closing a stake of 2,945 shares — an estimated $224K sold.

Prosperity Wealth Management first reported a position in IIPR in Q4 2022 and held it in 2 quarters. The position peaked at $274K in Q4 2022. 328 funds tracked by Wall St. Rank hold IIPR as of Q2 2023.

  • Prosperity Wealth Management reported no remaining Innovative Industrial Properties position as of Q2 2023 after selling out during the quarter.
  • Prosperity Wealth Management sold 2,945 Innovative Industrial Properties shares in Q2 2023, an estimated $224K.
  • Prosperity Wealth Management first reported a position in Innovative Industrial Properties in Q4 2022 and held it in 2 quarters.
  • Prosperity Wealth Management's Innovative Industrial Properties position peaked at $274K in Q4 2022.
  • 328 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q2 2023.

Based on Prosperity Wealth Management's 13F filing for Q2 2023, filed 12 Sep 2023.