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

Sutton 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
2023
Q1 		– Sell
-676
Closed -$68.5K – 1162
2022
Q4 		$68.5K Sell
676
-1
-0.1% -$106 0.03% 312
2022
Q3 		$59.9K Buy
677
+91
+16% +$8.83K 0.02% 340
2022
Q2 		$64.4K Buy
586
+252
+75% +$35.7K 0.03% 317
2022
Q1 		$68.6K Sell
334
-38
-10% -$7.48K 0.02% 325
2021
Q4 		$97.8K Buy
372
+24
+7% +$6.16K 0.03% 265
2021
Q3 		$80.4K Buy
348
+21
+6% +$4.74K 0.03% 281
2021
Q2 		$62.5K Buy
327
+23
+8% +$4.22K 0.02% 349
2021
Q1 		$54.8K Buy
304
+32
+12% +$6.13K 0.02% 372
2020
Q4 		$49.8K Buy
272
+15
+6% +$2.25K 0.02% 347
2020
Q3 		$31.9K Hold
257
– – 0.02% 419
2020
Q2 		$22.6K Buy
257
+136
+112% +$11.1K 0.01% 499
2020
Q1 		$9.19K Hold
121
– – 0.01% 675
2019
Q4 		$9.18K Buy
121
+9
+8% +$698 ﹤0.01% 844
2019
Q3 		$10.3K Hold
112
– – 0.01% 778
2019
Q2 		$13.8K Buy
+112
New +$10.3K 0.01% 683

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
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EMG
ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sutton Wealth Advisors's IIPR Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Innovative Industrial Properties (IIPR) in Q1 2023, closing a stake of 676 shares — an estimated $68.5K sold.

Sutton Wealth Advisors first reported a position in IIPR in Q2 2019 and held it in 15 quarters. The position peaked at $97.8K in Q4 2021. 348 funds tracked by Wall St. Rank hold IIPR as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Innovative Industrial Properties position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 676 Innovative Industrial Properties shares in Q1 2023, an estimated $68.5K.
  • Sutton Wealth Advisors first reported a position in Innovative Industrial Properties in Q2 2019 and held it in 15 quarters.
  • Sutton Wealth Advisors's Innovative Industrial Properties position peaked at $97.8K in Q4 2021.
  • 348 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.