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

Abound 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
2026 Q2	$124	Hold	2	–	–	﹤0.01%	1240
2026 Q1	$101	Hold	2	–	–	﹤0.01%	1411
2025 Q4	$95	Hold	2	–	–	﹤0.01%	1383
2025 Q3	$108	Hold	2	–	–	﹤0.01%	1297
2025 Q2	$111	Hold	2	–	–	﹤0.01%	1232
2025 Q1	$109	Hold	2	–	–	﹤0.01%	1214
2024 Q4	$134	Hold	2	–	–	﹤0.01%	1186
2024 Q3	$270	Sell	2 -1	-33%	-$122	﹤0.01%	1007
2024 Q2	$328	Hold	3	–	–	﹤0.01%	955
2024 Q1	$311	Hold	3	–	–	﹤0.01%	1118
2023 Q4	$303	Hold	3	–	–	﹤0.01%	1155
2023 Q3	$227	Hold	3	–	–	﹤0.01%	1083
2023 Q2	$220	Buy	+3	New	+$211	﹤0.01%	1141

Other funds holding IIPR

TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Pensionfund Sabic Sittard, Netherlands $93.5M AUM 26.49% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return