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Selective Wealth Management’s Innovative Industrial Properties IIPR Stock Holding History

Selective Wealth 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
2022
Q4 		– Sell
-639
Closed -$57K – 407
2022
Q3 		$57K Sell
639
-85
-12% -$8.25K 0.02% 284
2022
Q2 		$80K Buy
724
+87
+14% +$12.3K 0.03% 252
2022
Q1 		$131K Buy
+637
New +$125K 0.05% 179

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
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Selective Wealth Management's IIPR Position: Q4 2022 in Review

Selective Wealth Management sold out of Innovative Industrial Properties (IIPR) in Q4 2022, closing a stake of 639 shares — an estimated $57K sold.

Selective Wealth Management first reported a position in IIPR in Q1 2022 and held it in 3 quarters. The position peaked at $131K in Q1 2022. 363 funds tracked by Wall St. Rank hold IIPR as of Q4 2022.

  • Selective Wealth Management reported no remaining Innovative Industrial Properties position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 639 Innovative Industrial Properties shares in Q4 2022, an estimated $57K.
  • Selective Wealth Management first reported a position in Innovative Industrial Properties in Q1 2022 and held it in 3 quarters.
  • Selective Wealth Management's Innovative Industrial Properties position peaked at $131K in Q1 2022.
  • 363 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.