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Tyler-Stone Wealth Management’s Innovative Industrial Properties IIPR Stock Holding History

Tyler-Stone 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
Q2 		– Sell
-30
Closed -$6K – 879
2022
Q1 		$6K Hold
30
– – ﹤0.01% 649
2021
Q4 		$8K Buy
+30
New +$7.7K ﹤0.01% 647

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

Tyler-Stone Wealth Management's IIPR Position: Q2 2022 in Review

Tyler-Stone Wealth Management sold out of Innovative Industrial Properties (IIPR) in Q2 2022, closing a stake of 30 shares — an estimated $6K sold.

Tyler-Stone Wealth Management first reported a position in IIPR in Q4 2021 and held it in 2 quarters. The position peaked at $8K in Q4 2021. 389 funds tracked by Wall St. Rank hold IIPR as of Q2 2022.

  • Tyler-Stone Wealth Management reported no remaining Innovative Industrial Properties position as of Q2 2022 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 30 Innovative Industrial Properties shares in Q2 2022, an estimated $6K.
  • Tyler-Stone Wealth Management first reported a position in Innovative Industrial Properties in Q4 2021 and held it in 2 quarters.
  • Tyler-Stone Wealth Management's Innovative Industrial Properties position peaked at $8K in Q4 2021.
  • 389 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q2 2022.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.