Total Clarity Wealth Management’s Innovative Industrial Properties IIPR Stock Holding History

Total Clarity 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
2022 Q3	–	Sell	-165	Closed	-$18K	–	572
2022 Q2	$18K	Buy	+165	New	+$23.4K	0.01%	568
2022 Q1	–	Sell	-165	Closed	-$43K	–	532
2021 Q4	$43K	Hold	165	–	–	0.02%	435
2021 Q3	$38K	Buy	+165	New	+$37.2K	0.02%	445
2021 Q2	–	Sell	-165	Closed	-$30K	–	434
2021 Q1	$30K	Buy	+165	New	+$31.6K	0.02%	402
2020 Q1	–	Sell	-165	Closed	-$13K	–	330
2019 Q4	$13K	Buy	+165	New	+$12.8K	0.01%	464

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

Zimmer Partners New York $4.15B AUM 14.2% 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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

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

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

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

Total Clarity Wealth Management's IIPR Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Innovative Industrial Properties (IIPR) in Q3 2022, closing a stake of 165 shares — an estimated $18K sold.

Total Clarity Wealth Management first reported a position in IIPR in Q4 2019 and held it in 5 quarters. The position peaked at $43K in Q4 2021. 339 funds tracked by Wall St. Rank hold IIPR as of Q3 2022.

Total Clarity Wealth Management reported no remaining Innovative Industrial Properties position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 165 Innovative Industrial Properties shares in Q3 2022, an estimated $18K.
Total Clarity Wealth Management first reported a position in Innovative Industrial Properties in Q4 2019 and held it in 5 quarters.
Total Clarity Wealth Management's Innovative Industrial Properties position peaked at $43K in Q4 2021.
339 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.