Sugarloaf Wealth Management’s Innovative Industrial Properties IIPR Stock Holding History

Sugarloaf Wealth Management’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
2024 Q4	$6.6K	Hold	99	–	–	﹤0.01%	545
2024 Q3	$13.3K	Hold	99	–	–	﹤0.01%	467
2024 Q2	$10.8K	Hold	99	–	–	﹤0.01%	468
2024 Q1	$10.3K	Hold	99	–	–	﹤0.01%	482
2023 Q4	$9.98K	Hold	99	–	–	﹤0.01%	488
2023 Q3	$7.49K	Hold	99	–	–	﹤0.01%	494
2023 Q2	$7.23K	Hold	99	–	–	﹤0.01%	514
2023 Q1	$7.52K	Hold	99	–	–	﹤0.01%	503
2022 Q4	$10K	Buy	99 +35	+55%	+$3.73K	﹤0.01%	495
2022 Q3	$6K	Hold	64	–	–	﹤0.01%	588
2022 Q2	$7K	Hold	64	–	–	﹤0.01%	560
2022 Q1	$13K	Hold	64	–	–	﹤0.01%	464
2021 Q4	$17K	Hold	64	–	–	﹤0.01%	446
2021 Q3	$15K	Hold	64	–	–	﹤0.01%	477
2021 Q2	$12K	Hold	64	–	–	﹤0.01%	473
2021 Q1	$12	Buy	+64	New	+$12.3K	﹤0.01%	479

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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Sugarloaf Wealth Management's IIPR Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Innovative Industrial Properties (IIPR) position steady in Q4 2024 at 99 shares worth $6.6K. The position accounts for ﹤0.01% of the portfolio, ranked #545.

Sugarloaf Wealth Management first reported a position in IIPR in Q1 2021 and has held it in 16 quarters since. The position peaked at $17K in Q4 2021. 359 funds tracked by Wall St. Rank hold IIPR as of Q4 2024.

Sugarloaf Wealth Management held 99 shares of Innovative Industrial Properties worth $6.6K as of Q4 2024.
Sugarloaf Wealth Management left its Innovative Industrial Properties share count unchanged in Q4 2024.
Innovative Industrial Properties made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #545 holding.
Sugarloaf Wealth Management first reported a position in Innovative Industrial Properties in Q1 2021 and has held it in 16 quarters since.
Sugarloaf Wealth Management's Innovative Industrial Properties position peaked at $17K in Q4 2021.
359 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.