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WealthPLAN Partners’s Innovative Industrial Properties IIPR Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-336
Closed -$24.6K – 695
2023
Q2 		$24.6K Buy
336
+2
+0.6% +$141 ﹤0.01% 638
2023
Q1 		$25.4K Buy
+334
New +$29.5K ﹤0.01% 678

Other funds holding IIPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

WealthPLAN Partners's IIPR Position: Q3 2023 in Review

WealthPLAN Partners sold out of Innovative Industrial Properties (IIPR) in Q3 2023, closing a stake of 336 shares — an estimated $24.6K sold.

WealthPLAN Partners first reported a position in IIPR in Q1 2023 and held it in 2 quarters. The position peaked at $25.4K in Q1 2023. 334 funds tracked by Wall St. Rank hold IIPR as of Q3 2023.

  • WealthPLAN Partners reported no remaining Innovative Industrial Properties position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 336 Innovative Industrial Properties shares in Q3 2023, an estimated $24.6K.
  • WealthPLAN Partners first reported a position in Innovative Industrial Properties in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Innovative Industrial Properties position peaked at $25.4K in Q1 2023.
  • 334 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.