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Western Wealth Management’s Innovative Industrial Properties IIPR Stock Holding History

Western 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
2025
Q4 		– Sell
-4,038
Closed -$216K – 842
2025
Q3 		$216K Sell
4,038
-1,843
-31% -$100K 0.01% 709
2025
Q2 		$325K Sell
5,881
-836
-12% -$45.8K 0.02% 535
2025
Q1 		$363K Sell
6,717
-157
-2% -$10.9K 0.02% 471
2024
Q4 		$458K Sell
6,874
-958
-12% -$108K 0.02% 485
2024
Q3 		$1.05M Buy
7,832
+383
+5% +$46.6K 0.06% 298
2024
Q2 		$814K Buy
7,449
+978
+15% +$103K 0.06% 261
2024
Q1 		$670K Buy
6,471
+3,392
+110% +$324K 0.05% 301
2023
Q4 		$310K Buy
+3,079
New +$252K 0.02% 542
2022
Q2 		– Sell
-4,610
Closed -$948K – 816
2022
Q1 		$948K Buy
4,610
+2,346
+104% +$462K 0.05% 344
2021
Q4 		$593K Buy
+2,264
New +$581K 0.06% 293
2021
Q2 		$411K Buy
2,159
+16
+0.7% +$2.94K 0.04% 405
2021
Q1 		$386K Buy
2,143
+17
+0.8% +$3.26K 0.05% 343
2020
Q4 		$389K Buy
2,126
+105
+5% +$15.7K 0.06% 301
2020
Q3 		$251K Buy
+2,021
New +$226K 0.04% 370
2020
Q2 		– Sell
-2,801
Closed -$218K – 442
2020
Q1 		$218K Buy
+2,801
New +$237K 0.05% 324
2019
Q4 		– Sell
-2,638
Closed -$243K – 412
2019
Q3 		$243K Buy
2,638
+155
+6% +$16.3K 0.05% 337
2019
Q2 		$304K Sell
2,483
-223
-8% -$20.4K 0.04% 303
2019
Q1 		$221K Buy
+2,706
New +$183K 0.05% 345

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Western Wealth Management's IIPR Position: Q4 2025 in Review

Western Wealth Management sold out of Innovative Industrial Properties (IIPR) in Q4 2025, closing a stake of 4,038 shares — an estimated $216K sold.

Western Wealth Management first reported a position in IIPR in Q1 2019 and held it in 18 quarters. The position peaked at $1.05M in Q3 2024. 293 funds tracked by Wall St. Rank hold IIPR as of Q4 2025.

  • Western Wealth Management reported no remaining Innovative Industrial Properties position as of Q4 2025 after selling out during the quarter.
  • Western Wealth Management sold 4,038 Innovative Industrial Properties shares in Q4 2025, an estimated $216K.
  • Western Wealth Management first reported a position in Innovative Industrial Properties in Q1 2019 and held it in 18 quarters.
  • Western Wealth Management's Innovative Industrial Properties position peaked at $1.05M in Q3 2024.
  • 293 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q4 2025.

Based on Western Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.