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Resurgent Financial Advisors’s Innovative Industrial Properties IIPR Stock Holding History

Resurgent Financial 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
2024
Q1 		– Sell
-200
Closed -$20.2K – 331
2023
Q4 		$20.2K Buy
+200
New +$16.4K 0.01% 496

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Resurgent Financial Advisors's IIPR Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of Innovative Industrial Properties (IIPR) in Q1 2024, closing a stake of 200 shares — an estimated $20.2K sold.

Resurgent Financial Advisors first reported a position in IIPR in Q4 2023 and held it in 1 quarter. The position peaked at $20.2K in Q4 2023. 378 funds tracked by Wall St. Rank hold IIPR as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining Innovative Industrial Properties position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 200 Innovative Industrial Properties shares in Q1 2024, an estimated $20.2K.
  • Resurgent Financial Advisors first reported a position in Innovative Industrial Properties in Q4 2023 and held it in 1 quarter.
  • Resurgent Financial Advisors's Innovative Industrial Properties position peaked at $20.2K in Q4 2023.
  • 378 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.