Steward Partners Investment Advisory’s Innovative Industrial Properties IIPR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11.2K	Buy	223 +50	+29%	+$2.52K	﹤0.01%	3505
2025 Q4	$8.2K	Buy	173 +112	+184%	+$5.8K	﹤0.01%	3521
2025 Q3	$3.28K	Buy	61 +50	+455%	+$2.72K	﹤0.01%	3783
2025 Q2	$613	Buy	11 +1	+10%	+$55	﹤0.01%	3942
2025 Q1	$541	Hold	10	–	–	﹤0.01%	3852
2024 Q4	$666	Hold	10	–	–	﹤0.01%	3816
2024 Q3	$1.35K	Hold	10	–	–	﹤0.01%	3500
2024 Q2	$1.09K	Sell	10 -17	-63%	-$1.78K	﹤0.01%	3383
2024 Q1	$2.8K	Hold	27	–	–	﹤0.01%	3222
2023 Q4	$2.72K	Hold	27	–	–	﹤0.01%	3149
2023 Q3	$2.04K	Buy	27 +10	+59%	+$799	﹤0.01%	3082
2023 Q2	$1.24K	Hold	17	–	–	﹤0.01%	3103
2023 Q1	$1.29K	Sell	17 -25	-60%	-$2.21K	﹤0.01%	3092
2022 Q4	$4.26K	Buy	42 +25	+147%	+$2.66K	﹤0.01%	2823
2022 Q3	$2K	Hold	17	–	–	﹤0.01%	3022
2022 Q2	$2K	Buy	+17	New	+$2.41K	﹤0.01%	3004