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

TCI 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
Q2 		– Sell
-19
Closed -$1.44K – 1152
2023
Q1 		$1.44K Sell
19
-74
-80% -$6.53K ﹤0.01% 2042
2022
Q4 		$9.43K Buy
93
+75
+417% +$7.98K ﹤0.01% 1108
2022
Q3 		$2K Sell
18
-77
-81% -$7.47K ﹤0.01% 1941
2022
Q2 		$10K Buy
95
+27
+40% +$3.83K ﹤0.01% 1008
2022
Q1 		$14K Sell
68
-8
-11% -$1.57K ﹤0.01% 880
2021
Q4 		$20K Hold
76
– – ﹤0.01% 712
2021
Q3 		$18K Hold
76
– – ﹤0.01% 730
2021
Q2 		$15K Buy
76
+31
+69% +$5.69K ﹤0.01% 716
2021
Q1 		$8K Buy
45
+19
+73% +$3.64K ﹤0.01% 983
2020
Q4 		$5K Buy
26
+8
+44% +$1.2K ﹤0.01% 875
2020
Q3 		$2K Hold
18
– – ﹤0.01% 1121
2020
Q2 		$2K Sell
18
-55
-75% -$4.48K ﹤0.01% 1069
2020
Q1 		$6K Buy
73
+55
+306% +$4.64K ﹤0.01% 673
2019
Q4 		$1K Sell
18
-3
-14% -$233 ﹤0.01% 1355
2019
Q3 		$2K Sell
21
-3
-13% -$316 ﹤0.01% 1089
2019
Q2 		$3K Sell
24
-11
-31% -$1.01K ﹤0.01% 899
2019
Q1 		$3K Buy
35
+2
+6% +$135 ﹤0.01% 914
2018
Q4 		$1K Buy
33
+8
+32% +$367 ﹤0.01% 1233
2018
Q3 		$1K Sell
25
-23
-48% -$879 ﹤0.01% 1242
2018
Q2 		$2K Buy
48
+6
+14% +$206 ﹤0.01% 1089
2018
Q1 		$1K Sell
42
-9
-18% -$248 ﹤0.01% 1158
2017
Q4 		$2K Buy
+51
New +$1.04K ﹤0.01% 1021

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
ZP
Zimmer Partners New York $4.15B AUM 14.2% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

TCI Wealth Advisors's IIPR Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Innovative Industrial Properties (IIPR) in Q2 2023, closing a stake of 19 shares — an estimated $1.44K sold.

TCI Wealth Advisors first reported a position in IIPR in Q4 2017 and held it in 22 quarters. The position peaked at $20K in Q4 2021. 328 funds tracked by Wall St. Rank hold IIPR as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Innovative Industrial Properties position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 19 Innovative Industrial Properties shares in Q2 2023, an estimated $1.44K.
  • TCI Wealth Advisors first reported a position in Innovative Industrial Properties in Q4 2017 and held it in 22 quarters.
  • TCI Wealth Advisors's Innovative Industrial Properties position peaked at $20K in Q4 2021.
  • 328 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.