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

Sequoia 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
2022
Q2 		– Sell
-1,715
Closed -$352K – 632
2022
Q1 		$352K Buy
+1,715
New +$338K 0.01% 446

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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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Sequoia Financial Advisors's IIPR Position: Q2 2022 in Review

Sequoia Financial Advisors sold out of Innovative Industrial Properties (IIPR) in Q2 2022, closing a stake of 1,715 shares — an estimated $352K sold.

Sequoia Financial Advisors first reported a position in IIPR in Q1 2022 and held it in 1 quarter. The position peaked at $352K in Q1 2022. 389 funds tracked by Wall St. Rank hold IIPR as of Q2 2022.

  • Sequoia Financial Advisors reported no remaining Innovative Industrial Properties position as of Q2 2022 after selling out during the quarter.
  • Sequoia Financial Advisors sold 1,715 Innovative Industrial Properties shares in Q2 2022, an estimated $352K.
  • Sequoia Financial Advisors first reported a position in Innovative Industrial Properties in Q1 2022 and held it in 1 quarter.
  • Sequoia Financial Advisors's Innovative Industrial Properties position peaked at $352K in Q1 2022.
  • 389 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q2 2022.

Based on Sequoia Financial Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.