Sound Income Strategies’s Innovative Industrial Properties IIPR Stock Holding History

Sound Income Strategies’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
2026 Q1	$14.1K	Hold	286	–	–	﹤0.01%	1341
2025 Q4	$14.5K	Buy	286 +9	+3%	+$466	﹤0.01%	1288
2025 Q3	$14.8K	Buy	277 +8	+3%	+$435	﹤0.01%	891
2025 Q2	$14.9K	Sell	269 -37	-12%	-$2.03K	﹤0.01%	827
2025 Q1	$16.5K	Buy	306 +7	+2%	+$485	﹤0.01%	761
2024 Q4	$19.9K	Buy	299 +3	+1%	+$338	﹤0.01%	678
2024 Q3	$39.8K	Buy	296 +4	+1%	+$487	﹤0.01%	494
2024 Q2	$31.9K	Buy	292 +79	+37%	+$8.29K	﹤0.01%	526
2024 Q1	$22.1K	Buy	213 +4	+2%	+$382	﹤0.01%	581
2023 Q4	$21.1K	Buy	+209	New	+$17.1K	﹤0.01%	586

Other funds holding IIPR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mirae Asset Global ETFs Holdings

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Point72 Asset Management

Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return