Winch Advisory Services’s Innovative Industrial Properties IIPR Stock Holding History

Winch Advisory Services’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 Q4	–	Sell	-54	Closed	-$4K	–	451
2023 Q3	$4K	Hold	54	–	–	﹤0.01%	316
2023 Q2	$4K	Hold	54	–	–	﹤0.01%	316
2023 Q1	$4K	Buy	54 +1	+2%	+$88	﹤0.01%	311
2022 Q4	$5K	Buy	53 +1	+2%	+$106	﹤0.01%	285
2022 Q3	$5K	Buy	52 +1	+2%	+$97	﹤0.01%	270
2022 Q2	$6K	Hold	51	–	–	﹤0.01%	270
2022 Q1	$10K	Hold	51	–	–	﹤0.01%	254
2021 Q4	$13K	Hold	51	–	–	﹤0.01%	244
2021 Q3	$12K	Buy	+51	New	+$11.5K	﹤0.01%	258

Other funds holding IIPR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Winch Advisory Services's IIPR Position: Q4 2023 in Review

Winch Advisory Services sold out of Innovative Industrial Properties (IIPR) in Q4 2023, closing a stake of 54 shares — an estimated $4K sold.

Winch Advisory Services first reported a position in IIPR in Q3 2021 and held it in 9 quarters. The position peaked at $13K in Q4 2021. 367 funds tracked by Wall St. Rank hold IIPR as of Q4 2023.

Winch Advisory Services reported no remaining Innovative Industrial Properties position as of Q4 2023 after selling out during the quarter.
Winch Advisory Services sold 54 Innovative Industrial Properties shares in Q4 2023, an estimated $4K.
Winch Advisory Services first reported a position in Innovative Industrial Properties in Q3 2021 and held it in 9 quarters.
Winch Advisory Services's Innovative Industrial Properties position peaked at $13K in Q4 2021.
367 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q4 2023.

Based on Winch Advisory Services's 13F filing for Q4 2023, filed 18 Jan 2024.