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West Oak Capital’s Innovative Industrial Properties IIPR Stock Holding History

West Oak Capital’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 		$26.8K Buy
+500
New +$27.2K 0.01% 182

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

West Oak Capital's IIPR Position: Q3 2025 in Review

West Oak Capital opened a new position in Innovative Industrial Properties (IIPR) in Q3 2025: 500 shares worth $26.8K. The stake represents 0.01% of the portfolio and ranks #182 among its holdings.

309 funds tracked by Wall St. Rank hold IIPR as of Q3 2025.

  • West Oak Capital held 500 shares of Innovative Industrial Properties worth $26.8K as of Q3 2025.
  • Innovative Industrial Properties was a new West Oak Capital position in Q3 2025.
  • Innovative Industrial Properties made up 0.01% of West Oak Capital's portfolio in Q3 2025, its #182 holding.
  • 309 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.