SVB Wealth’s Innovative Industrial Properties IIPR Stock Holding History

SVB Wealth’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 Q2	–	Sell	-44	Closed	-$2.38K	–	1031
2025 Q1	$2.38K	Buy	+44	New	+$3.05K	﹤0.01%	1198

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

SVB Wealth's IIPR Position: Q2 2025 in Review

SVB Wealth sold out of Innovative Industrial Properties (IIPR) in Q2 2025, closing a stake of 44 shares — an estimated $2.38K sold.

SVB Wealth first reported a position in IIPR in Q1 2025 and held it in 1 quarter. The position peaked at $2.38K in Q1 2025. 313 funds tracked by Wall St. Rank hold IIPR as of Q2 2025.

SVB Wealth reported no remaining Innovative Industrial Properties position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 44 Innovative Industrial Properties shares in Q2 2025, an estimated $2.38K.
SVB Wealth first reported a position in Innovative Industrial Properties in Q1 2025 and held it in 1 quarter.
SVB Wealth's Innovative Industrial Properties position peaked at $2.38K in Q1 2025.
313 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.