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Toth Financial Advisory’s Innovative Industrial Properties IIPR Stock Holding History

Toth Financial Advisory’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
Q3 		– Sell
-30
Closed -$1.66K – 796
2025
Q2 		$1.66K Sell
30
-5
-14% -$274 ﹤0.01% 664
2025
Q1 		$1.89K Hold
35
– – ﹤0.01% 608
2024
Q4 		$2.33K Sell
35
-59
-63% -$6.64K ﹤0.01% 567
2024
Q3 		$12.7K Sell
94
-314
-77% -$38.2K ﹤0.01% 433
2024
Q2 		$44.5K Sell
408
-110
-21% -$11.5K 0.01% 302
2024
Q1 		$53.6K Sell
518
-4
-0.8% -$382 0.01% 286
2023
Q4 		$52.7K Hold
522
– – 0.01% 290
2023
Q3 		$39.5K Sell
522
-526
-50% -$42.1K 0.01% 294
2023
Q2 		$76.5K Sell
1,048
-74
-7% -$5.21K 0.01% 235
2023
Q1 		$85.2K Buy
1,122
+1
+0.1% +$88 0.01% 230
2022
Q4 		$114K Hold
1,121
– – 0.02% 219
2022
Q3 		$99K Sell
1,121
-257
-19% -$24.9K 0.02% 214
2022
Q2 		$151K Sell
1,378
-140
-9% -$19.9K 0.03% 187
2022
Q1 		$312K Sell
1,518
-416
-22% -$81.9K 0.05% 170
2021
Q4 		$509K Buy
1,934
+10
+0.5% +$2.56K 0.07% 174
2021
Q3 		$445K Sell
1,924
-54
-3% -$12.2K 0.07% 162
2021
Q2 		$378K Buy
1,978
+526
+36% +$96.5K 0.06% 160
2021
Q1 		$262K Sell
1,452
-4,613
-76% -$884K 0.04% 189
2020
Q4 		$1.11M Buy
6,065
+115
+2% +$17.2K 0.19% 96
2020
Q3 		$738K Buy
5,950
+4,678
+368% +$523K 0.14% 113
2020
Q2 		$112K Buy
1,272
+551
+76% +$44.8K 0.02% 189
2020
Q1 		$55K Buy
721
+646
+861% +$54.6K 0.02% 175
2019
Q4 		$6K Buy
+75
New +$5.82K ﹤0.01% 348

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Toth Financial Advisory's IIPR Position: Q3 2025 in Review

Toth Financial Advisory sold out of Innovative Industrial Properties (IIPR) in Q3 2025, closing a stake of 30 shares — an estimated $1.66K sold.

Toth Financial Advisory first reported a position in IIPR in Q4 2019 and held it in 23 quarters. The position peaked at $1.11M in Q4 2020. 309 funds tracked by Wall St. Rank hold IIPR as of Q3 2025.

  • Toth Financial Advisory reported no remaining Innovative Industrial Properties position as of Q3 2025 after selling out during the quarter.
  • Toth Financial Advisory sold 30 Innovative Industrial Properties shares in Q3 2025, an estimated $1.66K.
  • Toth Financial Advisory first reported a position in Innovative Industrial Properties in Q4 2019 and held it in 23 quarters.
  • Toth Financial Advisory's Innovative Industrial Properties position peaked at $1.11M in Q4 2020.
  • 309 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q3 2025.

Based on Toth Financial Advisory's 13F filing for Q3 2025, filed 9 Oct 2025.