SOA Wealth Advisors’s Innovative Industrial Properties IIPR Stock Holding History

SOA Wealth 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 Q3	–	Sell	-58	Closed	-$6K	–	893
2022 Q2	$6K	Hold	58	–	–	﹤0.01%	567
2022 Q1	$11K	Buy	58 +1	+2%	+$197	﹤0.01%	573
2021 Q4	$15K	Hold	57	–	–	﹤0.01%	497
2021 Q3	$13K	Buy	57 +1	+2%	+$226	﹤0.01%	530
2021 Q2	$10K	Hold	56	–	–	﹤0.01%	575
2021 Q1	$10K	Sell	56 -150	-73%	-$28.8K	﹤0.01%	515
2020 Q4	$43K	Buy	+206	New	+$30.8K	0.01%	281

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

Zimmer Partners New York $4.15B AUM 14.2% 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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

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

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

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

SOA Wealth Advisors's IIPR Position: Q3 2022 in Review

SOA Wealth Advisors sold out of Innovative Industrial Properties (IIPR) in Q3 2022, closing a stake of 58 shares — an estimated $6K sold.

SOA Wealth Advisors first reported a position in IIPR in Q4 2020 and held it in 7 quarters. The position peaked at $43K in Q4 2020. 339 funds tracked by Wall St. Rank hold IIPR as of Q3 2022.

SOA Wealth Advisors reported no remaining Innovative Industrial Properties position as of Q3 2022 after selling out during the quarter.
SOA Wealth Advisors sold 58 Innovative Industrial Properties shares in Q3 2022, an estimated $6K.
SOA Wealth Advisors first reported a position in Innovative Industrial Properties in Q4 2020 and held it in 7 quarters.
SOA Wealth Advisors's Innovative Industrial Properties position peaked at $43K in Q4 2020.
339 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q3 2022.

Based on SOA Wealth Advisors's 13F filing for Q3 2022, filed 7 Oct 2022.