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Capital Advisors Ltd’s Innovative Industrial Properties IIPR Stock Holding History

Capital Advisors Ltd’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
Q1 		– Sell
-5
Closed – – 1476
2025
Q4 		$0 Hold
5
– – ﹤0.01% 1452
2025
Q3 		$0 Hold
5
– – ﹤0.01% 1453
2025
Q2 		$0 Buy
+5
New +$274 ﹤0.01% 1474
2025
Q1 		– Sell
-75
Closed -$5K – 1449
2024
Q4 		$5K Sell
75
-1
-1% -$113 ﹤0.01% 941
2024
Q3 		$10K Hold
76
– – ﹤0.01% 775
2024
Q2 		$8K Hold
76
– – ﹤0.01% 802
2024
Q1 		$8K Buy
76
+69
+986% +$6.58K ﹤0.01% 769
2023
Q4 		$1K Hold
7
– – ﹤0.01% 1155
2023
Q3 		$1K Hold
7
– – ﹤0.01% 1148
2023
Q2 		$1K Buy
+7
New +$493 ﹤0.01% 1157
2023
Q1 		– Sell
-117
Closed -$1K – 1362
2022
Q4 		$1K Buy
+117
New +$12.5K ﹤0.01% 1017
2022
Q2 		– Sell
-2
Closed – – 1147
2022
Q1 		$0 Buy
+2
New +$394 ﹤0.01% 1046

Other funds holding IIPR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Capital Advisors Ltd's IIPR Position: Q1 2026 in Review

Capital Advisors Ltd sold out of Innovative Industrial Properties (IIPR) in Q1 2026, closing a stake of 5 shares.

Capital Advisors Ltd first reported a position in IIPR in Q1 2022 and held it in 12 quarters. The position peaked at $10K in Q3 2024. 299 funds tracked by Wall St. Rank hold IIPR as of Q1 2026.

  • Capital Advisors Ltd reported no remaining Innovative Industrial Properties position as of Q1 2026 after selling out during the quarter.
  • Capital Advisors Ltd sold 5 Innovative Industrial Properties shares in Q1 2026.
  • Capital Advisors Ltd first reported a position in Innovative Industrial Properties in Q1 2022 and held it in 12 quarters.
  • Capital Advisors Ltd's Innovative Industrial Properties position peaked at $10K in Q3 2024.
  • 299 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q1 2026.

Based on Capital Advisors Ltd's 13F filing for Q1 2026, filed 16 Apr 2026.