Westfield Capital Management
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Westfield Capital Management’s Innovative Industrial Properties IIPR Stock Holding History

Westfield Capital 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
2023
Q1 		– Sell
-28,701
Closed -$2.91M – 240
2022
Q4 		$2.91M Sell
28,701
-65,481
-70% -$6.97M 0.02% 198
2022
Q3 		$8.34M Buy
+94,182
New +$9.14M 0.07% 181
2019
Q1 		– Sell
-14,100
Closed -$640K – 258
2018
Q4 		$640K Buy
+14,100
New +$647K 0.01% 229

Other funds holding IIPR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EMG
ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Westfield Capital Management's IIPR Position: Q1 2023 in Review

Westfield Capital Management sold out of Innovative Industrial Properties (IIPR) in Q1 2023, closing a stake of 28,701 shares — an estimated $2.91M sold.

Westfield Capital Management first reported a position in IIPR in Q4 2018 and held it in 3 quarters. The position peaked at $8.34M in Q3 2022. 348 funds tracked by Wall St. Rank hold IIPR as of Q1 2023.

  • Westfield Capital Management reported no remaining Innovative Industrial Properties position as of Q1 2023 after selling out during the quarter.
  • Westfield Capital Management sold 28,701 Innovative Industrial Properties shares in Q1 2023, an estimated $2.91M.
  • Westfield Capital Management first reported a position in Innovative Industrial Properties in Q4 2018 and held it in 3 quarters.
  • Westfield Capital Management's Innovative Industrial Properties position peaked at $8.34M in Q3 2022.
  • 348 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q1 2023.

Based on Westfield Capital Management's 13F filing for Q1 2023, filed 12 May 2023.