Western Wealth Management’s Innovative Industrial Properties IIPR Stock Holding History
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 | 0.03% | 402 |
|
|
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
