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Van Hulzen Asset Management’s Innovative Industrial Properties IIPR Stock Holding History

Van Hulzen Asset 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
2025
Q1 		– Sell
-2,170
Closed -$145K – 671
2024
Q4 		$145K Sell
2,170
-46
-2% -$5.18K 0.01% 355
2024
Q3 		$298K Sell
2,216
-60
-3% -$7.3K 0.02% 256
2024
Q2 		$249K Hold
2,276
– – 0.02% 274
2024
Q1 		$236K Hold
2,276
– – 0.02% 291
2023
Q4 		$229K Buy
+2,276
New +$187K 0.02% 290
2023
Q2 		– Sell
-3,477
Closed -$264K – 320
2023
Q1 		$264K Sell
3,477
-2,320
-40% -$205K 0.02% 246
2022
Q4 		$588K Sell
5,797
-200
-3% -$21.3K 0.07% 158
2022
Q3 		$531K Buy
5,997
+90
+2% +$8.73K 0.07% 163
2022
Q2 		$649K Sell
5,907
-70
-1% -$9.93K 0.08% 146
2022
Q1 		$1.23M Buy
5,977
+300
+5% +$59K 0.13% 102
2021
Q4 		$1.49M Sell
5,677
-59
-1% -$15.1K 0.16% 96
2021
Q3 		$1.33M Sell
5,736
-140
-2% -$31.6K 0.2% 83
2021
Q2 		$1.12M Buy
5,876
+115
+2% +$21.1K 0.17% 85
2021
Q1 		$1.04M Sell
5,761
-1,582
-22% -$303K 0.17% 85
2020
Q4 		$1.34M Sell
7,343
-450
-6% -$67.4K 0.2% 83
2020
Q3 		$967K Sell
7,793
-200
-3% -$22.4K 0.15% 98
2020
Q2 		$704K Buy
7,993
+1,000
+14% +$81.4K 0.11% 104
2020
Q1 		$531K Buy
6,993
+1,123
+19% +$94.9K 0.11% 115
2019
Q4 		$445K Buy
5,870
+2,370
+68% +$184K 0.09% 161
2019
Q3 		$323K Sell
3,500
-100
-3% -$10.5K 0.07% 197
2019
Q2 		$445K Sell
3,600
-500
-12% -$45.8K 0.1% 152
2019
Q1 		$335K Sell
4,100
-700
-15% -$47.3K 0.09% 159
2018
Q4 		$218K Sell
4,800
-800
-14% -$36.7K 0.06% 201
2018
Q3 		$270K Hold
5,600
– – 0.07% 184
2018
Q2 		$205K Buy
+5,600
New +$192K 0.06% 183

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Van Hulzen Asset Management's IIPR Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Innovative Industrial Properties (IIPR) in Q1 2025, closing a stake of 2,170 shares — an estimated $145K sold.

Van Hulzen Asset Management first reported a position in IIPR in Q2 2018 and held it in 25 quarters. The position peaked at $1.49M in Q4 2021. 327 funds tracked by Wall St. Rank hold IIPR as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining Innovative Industrial Properties position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 2,170 Innovative Industrial Properties shares in Q1 2025, an estimated $145K.
  • Van Hulzen Asset Management first reported a position in Innovative Industrial Properties in Q2 2018 and held it in 25 quarters.
  • Van Hulzen Asset Management's Innovative Industrial Properties position peaked at $1.49M in Q4 2021.
  • 327 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.