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Secure Asset Management’s Innovative Industrial Properties IIPR Stock Holding History

Secure Asset 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
2025
Q1 		– Sell
-13,818
Closed -$921K – 338
2024
Q4 		$921K Buy
13,818
+2,108
+18% +$237K 0.14% 138
2024
Q3 		$1.58M Sell
11,710
-2,588
-18% -$315K 0.27% 97
2024
Q2 		$1.56M Buy
14,298
+411
+3% +$43.1K 0.3% 80
2024
Q1 		$1.44M Sell
13,887
-1,408
-9% -$134K 0.34% 72
2023
Q4 		$1.54M Buy
15,295
+67
+0.4% +$5.49K 0.41% 55
2023
Q3 		$1.15M Sell
15,228
-8,296
-35% -$663K 0.34% 74
2023
Q2 		$1.72M Buy
23,524
+2,285
+11% +$161K 0.52% 51
2023
Q1 		$1.61M Buy
+21,239
New +$1.87M 0.54% 54

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

Secure Asset Management's IIPR Position: Q1 2025 in Review

Secure Asset Management sold out of Innovative Industrial Properties (IIPR) in Q1 2025, closing a stake of 13,818 shares — an estimated $921K sold.

Secure Asset Management first reported a position in IIPR in Q1 2023 and held it in 8 quarters. The position peaked at $1.72M in Q2 2023. 327 funds tracked by Wall St. Rank hold IIPR as of Q1 2025.

  • Secure Asset Management reported no remaining Innovative Industrial Properties position as of Q1 2025 after selling out during the quarter.
  • Secure Asset Management sold 13,818 Innovative Industrial Properties shares in Q1 2025, an estimated $921K.
  • Secure Asset Management first reported a position in Innovative Industrial Properties in Q1 2023 and held it in 8 quarters.
  • Secure Asset Management's Innovative Industrial Properties position peaked at $1.72M in Q2 2023.
  • 327 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q1 2025.

Based on Secure Asset Management's 13F filing for Q1 2025, filed 10 Apr 2025.