Wealthcare Advisory Partners’s Innovative Industrial Properties IIPR Stock Holding History

Wealthcare Advisory Partners’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	-4,127	Closed	-$275K	–	925
2024 Q4	$275K	Sell	4,127 -1,941	-32%	-$218K	0.01%	744
2024 Q3	$817K	Buy	6,068 +1,405	+30%	+$171K	0.02%	467
2024 Q2	$509K	Buy	4,663 +418	+10%	+$43.9K	0.02%	536
2024 Q1	$440K	Buy	4,245 +49	+1%	+$4.67K	0.01%	563
2023 Q4	$423K	Buy	4,196 +545	+15%	+$44.7K	0.02%	517
2023 Q3	$276K	Buy	+3,651	New	+$292K	0.01%	571
2021 Q2	–	Sell	-671	Closed	-$121K	–	1174
2021 Q1	$121K	Sell	671 -776	-54%	-$149K	0.01%	618
2020 Q4	$265K	Buy	+1,447	New	+$217K	0.02%	346
2020 Q2	–	Sell	-17	Closed	-$1K	–	831
2020 Q1	$1K	Hold	17	–	–	﹤0.01%	1407
2019 Q4	$1K	Hold	17	–	–	﹤0.01%	1328
2019 Q3	$2K	Buy	+17	New	+$1.79K	﹤0.01%	1221

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealthcare Advisory Partners's IIPR Position: Q1 2025 in Review

Wealthcare Advisory Partners sold out of Innovative Industrial Properties (IIPR) in Q1 2025, closing a stake of 4,127 shares — an estimated $275K sold.

Wealthcare Advisory Partners first reported a position in IIPR in Q3 2019 and held it in 11 quarters. The position peaked at $817K in Q3 2024. 327 funds tracked by Wall St. Rank hold IIPR as of Q1 2025.

Wealthcare Advisory Partners reported no remaining Innovative Industrial Properties position as of Q1 2025 after selling out during the quarter.
Wealthcare Advisory Partners sold 4,127 Innovative Industrial Properties shares in Q1 2025, an estimated $275K.
Wealthcare Advisory Partners first reported a position in Innovative Industrial Properties in Q3 2019 and held it in 11 quarters.
Wealthcare Advisory Partners's Innovative Industrial Properties position peaked at $817K in Q3 2024.
327 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q1 2025.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2025, filed 15 Apr 2025.