Stifel Financial
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Stifel Financial’s Innovative Industrial Properties IIPR Stock Holding History

Stifel Financial’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
2025
Q1 		– Sell
-3,786
Closed -$252K – 3484
2024
Q4 		$252K Sell
3,786
-4,820
-56% -$542K ﹤0.01% 3050
2024
Q3 		$1.16M Sell
8,606
-1,527
-15% -$186K ﹤0.01% 2136
2024
Q2 		$1.11M Sell
10,133
-2,843
-22% -$298K ﹤0.01% 2103
2024
Q1 		$1.34M Buy
12,976
+1,059
+9% +$101K ﹤0.01% 2007
2023
Q4 		$1.2M Sell
11,917
-12,048
-50% -$988K ﹤0.01% 2018
2023
Q3 		$1.81M Sell
23,965
-387
-2% -$30.9K ﹤0.01% 1662
2023
Q2 		$1.78M Sell
24,352
-209
-0.9% -$14.7K ﹤0.01% 1711
2023
Q1 		$1.87M Buy
24,561
+5,172
+27% +$457K ﹤0.01% 1610
2022
Q4 		$1.97M Sell
19,389
-5,063
-21% -$539K ﹤0.01% 1535
2022
Q3 		$2.16M Buy
24,452
+2,818
+13% +$273K ﹤0.01% 1413
2022
Q2 		$2.38M Buy
21,634
+4,150
+24% +$589K ﹤0.01% 1386
2022
Q1 		$3.59M Buy
17,484
+978
+6% +$192K ﹤0.01% 1235
2021
Q4 		$4.34M Buy
16,506
+43
+0.3% +$11K 0.01% 1152
2021
Q3 		$3.81M Sell
16,463
-94
-0.6% -$21.2K 0.01% 1166
2021
Q2 		$3.16M Buy
16,557
+2,645
+19% +$485K ﹤0.01% 1286
2021
Q1 		$2.51M Buy
13,912
+3,271
+31% +$627K ﹤0.01% 1374
2020
Q4 		$1.95M Buy
10,641
+2,662
+33% +$398K ﹤0.01% 1408
2020
Q3 		$990K Buy
7,979
+4,368
+121% +$488K ﹤0.01% 1637
2020
Q2 		$318K Buy
+3,611
New +$294K ﹤0.01% 2319

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stifel Financial's IIPR Position: Q1 2025 in Review

Stifel Financial sold out of Innovative Industrial Properties (IIPR) in Q1 2025, closing a stake of 3,786 shares — an estimated $252K sold.

Stifel Financial first reported a position in IIPR in Q2 2020 and held it in 19 quarters. The position peaked at $4.34M in Q4 2021. 327 funds tracked by Wall St. Rank hold IIPR as of Q1 2025.

  • Stifel Financial reported no remaining Innovative Industrial Properties position as of Q1 2025 after selling out during the quarter.
  • Stifel Financial sold 3,786 Innovative Industrial Properties shares in Q1 2025, an estimated $252K.
  • Stifel Financial first reported a position in Innovative Industrial Properties in Q2 2020 and held it in 19 quarters.
  • Stifel Financial's Innovative Industrial Properties position peaked at $4.34M in Q4 2021.
  • 327 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q1 2025.

Based on Stifel Financial's 13F filing for Q1 2025, filed 14 May 2025.