Rise Advisors’s Innovative Industrial Properties IIPR Stock Holding History

Rise 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
2025 Q2	–	Sell	-14	Closed	-$757	–	1596
2025 Q1	$757	Buy	+14	New	+$970	﹤0.01%	1333
2024 Q4	–	Sell	-10	Closed	-$1.35K	–	1163
2024 Q3	$1.35K	Sell	10 -13	-57%	-$1.58K	﹤0.01%	1154
2024 Q2	$2.53K	Hold	23	–	–	﹤0.01%	1110
2024 Q1	$2.35K	Buy	23 +1	+5%	+$95	﹤0.01%	1127
2023 Q4	$2.27K	Sell	22 -5	-19%	-$410	﹤0.01%	452
2023 Q3	$2.03K	Buy	27 +1	+4%	+$80	﹤0.01%	463
2023 Q2	$1.92K	Hold	26	–	–	﹤0.01%	520
2023 Q1	$1.95K	Buy	26 +1	+4%	+$88	﹤0.01%	576
2022 Q4	$2.55K	Hold	25	–	–	﹤0.01%	531
2022 Q3	$2K	Buy	25 +1	+4%	+$97	﹤0.01%	549
2022 Q2	$3K	Hold	24	–	–	﹤0.01%	505
2022 Q1	$5K	Hold	24	–	–	﹤0.01%	423
2021 Q4	$6.3K	Buy	+24	New	+$6.16K	0.01%	378

Other funds holding IIPR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Rise Advisors's IIPR Position: Q2 2025 in Review

Rise Advisors sold out of Innovative Industrial Properties (IIPR) in Q2 2025, closing a stake of 14 shares — an estimated $757 sold.

Rise Advisors first reported a position in IIPR in Q4 2021 and held it in 13 quarters. The position peaked at $6.3K in Q4 2021. 313 funds tracked by Wall St. Rank hold IIPR as of Q2 2025.

Rise Advisors reported no remaining Innovative Industrial Properties position as of Q2 2025 after selling out during the quarter.
Rise Advisors sold 14 Innovative Industrial Properties shares in Q2 2025, an estimated $757.
Rise Advisors first reported a position in Innovative Industrial Properties in Q4 2021 and held it in 13 quarters.
Rise Advisors's Innovative Industrial Properties position peaked at $6.3K in Q4 2021.
313 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q2 2025.

Based on Rise Advisors's 13F filing for Q2 2025, filed 8 Jul 2025.