RWPA
IIPR icon

Richard W. Paul & Associates’s Innovative Industrial Properties IIPR Stock Holding History

Richard W. Paul & Associates’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
2025
Q1 		– Sell
-20
Closed -$1.33K – 423
2024
Q4 		$1.33K Hold
20
– – ﹤0.01% 445
2024
Q3 		$2.69K Hold
20
– – ﹤0.01% 395
2024
Q2 		$2.18K Hold
20
– – ﹤0.01% 407
2024
Q1 		$2.07K Hold
20
– – ﹤0.01% 426
2023
Q4 		$2.02K Buy
+20
New +$1.64K ﹤0.01% 414

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Richard W. Paul & Associates's IIPR Position: Q1 2025 in Review

Richard W. Paul & Associates sold out of Innovative Industrial Properties (IIPR) in Q1 2025, closing a stake of 20 shares — an estimated $1.33K sold.

Richard W. Paul & Associates first reported a position in IIPR in Q4 2023 and held it in 5 quarters. The position peaked at $2.69K in Q3 2024. 327 funds tracked by Wall St. Rank hold IIPR as of Q1 2025.

  • Richard W. Paul & Associates reported no remaining Innovative Industrial Properties position as of Q1 2025 after selling out during the quarter.
  • Richard W. Paul & Associates sold 20 Innovative Industrial Properties shares in Q1 2025, an estimated $1.33K.
  • Richard W. Paul & Associates first reported a position in Innovative Industrial Properties in Q4 2023 and held it in 5 quarters.
  • Richard W. Paul & Associates's Innovative Industrial Properties position peaked at $2.69K in Q3 2024.
  • 327 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q1 2025.

Based on Richard W. Paul & Associates's 13F filing for Q1 2025, filed 12 May 2025.