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Regal Investment Advisors’s Innovative Industrial Properties IIPR Stock Holding History

Regal Investment 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
2023
Q3 		– Sell
-4,949
Closed -$361K – 515
2023
Q2 		$361K Buy
4,949
+80
+2% +$5.63K 0.03% 358
2023
Q1 		$370K Buy
+4,869
New +$430K 0.03% 349

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Regal Investment Advisors's IIPR Position: Q3 2023 in Review

Regal Investment Advisors sold out of Innovative Industrial Properties (IIPR) in Q3 2023, closing a stake of 4,949 shares — an estimated $361K sold.

Regal Investment Advisors first reported a position in IIPR in Q1 2023 and held it in 2 quarters. The position peaked at $370K in Q1 2023. 334 funds tracked by Wall St. Rank hold IIPR as of Q3 2023.

  • Regal Investment Advisors reported no remaining Innovative Industrial Properties position as of Q3 2023 after selling out during the quarter.
  • Regal Investment Advisors sold 4,949 Innovative Industrial Properties shares in Q3 2023, an estimated $361K.
  • Regal Investment Advisors first reported a position in Innovative Industrial Properties in Q1 2023 and held it in 2 quarters.
  • Regal Investment Advisors's Innovative Industrial Properties position peaked at $370K in Q1 2023.
  • 334 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q3 2023.

Based on Regal Investment Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.