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

Avantax 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
2025
Q2 		$507K Buy
9,185
+682
+8% +$37.3K ﹤0.01% 1572
2025
Q1 		$460K Sell
8,503
-1,040
-11% -$72K ﹤0.01% 1557
2024
Q4 		$636K Buy
9,543
+192
+2% +$21.6K ﹤0.01% 1302
2024
Q3 		$1.26M Sell
9,351
-125
-1% -$15.2K 0.01% 913
2024
Q2 		$1.03M Sell
9,476
-183
-2% -$19.2K 0.01% 956
2024
Q1 		$1M Buy
9,659
+988
+11% +$94.2K 0.01% 748
2023
Q4 		$874K Sell
8,671
-313
-3% -$25.7K 0.01% 763
2023
Q3 		$680K Sell
8,984
-99
-1% -$7.92K 0.01% 818
2023
Q2 		$663K Buy
9,083
+2,309
+34% +$163K 0.01% 838
2023
Q1 		$515K Buy
6,774
+941
+16% +$83.1K 0.01% 903
2022
Q4 		$591K Buy
5,833
+1,568
+37% +$167K 0.01% 797
2022
Q3 		$377K Buy
4,265
+1,504
+54% +$146K 0.01% 903
2022
Q2 		$303K Buy
2,761
+931
+51% +$132K ﹤0.01% 1002
2022
Q1 		$377K Buy
1,830
+633
+53% +$125K 0.01% 897
2021
Q4 		$315K Buy
1,197
+279
+30% +$71.6K ﹤0.01% 954
2021
Q3 		$212K Buy
+918
New +$207K ﹤0.01% 1087
2020
Q4 		– Sell
-1,723
Closed -$214K – 1131
2020
Q3 		$214K Buy
+1,723
New +$193K ﹤0.01% 1200

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Avantax Advisory Services's IIPR Position: Q2 2025 in Review

Avantax Advisory Services increased its Innovative Industrial Properties (IIPR) stake by 8% in Q2 2025, buying an estimated $37.3K and bringing the position to 9,185 shares worth $507K. The position accounts for ﹤0.01% of the portfolio, ranked #1572.

Avantax Advisory Services first reported a position in IIPR in Q3 2020 and has held it in 17 quarters since. The position peaked at $1.26M in Q3 2024. 313 funds tracked by Wall St. Rank hold IIPR as of Q2 2025.

  • Avantax Advisory Services held 9,185 shares of Innovative Industrial Properties worth $507K as of Q2 2025.
  • Avantax Advisory Services bought 682 Innovative Industrial Properties shares in Q2 2025, an estimated $37.3K.
  • Innovative Industrial Properties made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1572 holding.
  • Avantax Advisory Services first reported a position in Innovative Industrial Properties in Q3 2020 and has held it in 17 quarters since.
  • Avantax Advisory Services's Innovative Industrial Properties position peaked at $1.26M in Q3 2024.
  • 313 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.