Creative Planning
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Creative Planning’s Innovative Industrial Properties IIPR Stock Holding History

Creative Planning’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 		$215K Buy
+4,286
New +$216K ﹤0.01% 3680
2024
Q1 		– Sell
-3,053
Closed -$308K – 2965
2023
Q4 		$308K Buy
+3,053
New +$250K ﹤0.01% 2071
2023
Q3 		– Sell
-4,992
Closed -$364K – 2963
2023
Q2 		$364K Sell
4,992
-2,337
-32% -$165K ﹤0.01% 1757
2023
Q1 		$557K Buy
7,329
+29
+0.4% +$2.56K ﹤0.01% 1398
2022
Q4 		$740K Buy
7,300
+131
+2% +$13.9K ﹤0.01% 1193
2022
Q3 		$634K Sell
7,169
-952
-12% -$92.4K ﹤0.01% 1186
2022
Q2 		$892K Buy
8,121
+994
+14% +$141K ﹤0.01% 1022
2022
Q1 		$1.46M Sell
7,127
-201
-3% -$39.6K ﹤0.01% 825
2021
Q4 		$1.93M Buy
7,328
+144
+2% +$36.9K ﹤0.01% 696
2021
Q3 		$1.66M Buy
7,184
+230
+3% +$51.9K ﹤0.01% 739
2021
Q2 		$1.33M Sell
6,954
-5,857
-46% -$1.07M ﹤0.01% 820
2021
Q1 		$2.31M Buy
12,811
+3,762
+42% +$721K ﹤0.01% 663
2020
Q4 		$1.66M Buy
9,049
+236
+3% +$35.3K ﹤0.01% 741
2020
Q3 		$1.09M Sell
8,813
-1,819
-17% -$203K ﹤0.01% 766
2020
Q2 		$936K Sell
10,632
-2,323
-18% -$189K ﹤0.01% 762
2020
Q1 		$984K Buy
12,955
+143
+1% +$12.1K ﹤0.01% 658
2019
Q4 		$972K Sell
12,812
-4,314
-25% -$335K ﹤0.01% 803
2019
Q3 		$1.58M Buy
17,126
+8,443
+97% +$890K 0.01% 569
2019
Q2 		$1.07M Buy
8,683
+3,447
+66% +$316K ﹤0.01% 735
2019
Q1 		$428K Buy
+5,236
New +$354K ﹤0.01% 1123

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

Creative Planning's IIPR Position: Q1 2026 in Review

Creative Planning opened a new position in Innovative Industrial Properties (IIPR) in Q1 2026: 4,286 shares worth $215K. The stake represents ﹤0.01% of the portfolio and ranks #3680 among its holdings. This is a return to the name: Creative Planning previously reported a position in IIPR as recently as Q4 2023.

Creative Planning first reported a position in IIPR in Q1 2019 and has held it in 20 quarters since. The position peaked at $2.31M in Q1 2021. 299 funds tracked by Wall St. Rank hold IIPR as of Q1 2026.

  • Creative Planning held 4,286 shares of Innovative Industrial Properties worth $215K as of Q1 2026.
  • Innovative Industrial Properties was a new Creative Planning position in Q1 2026.
  • Innovative Industrial Properties made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3680 holding.
  • Creative Planning first reported a position in Innovative Industrial Properties in Q1 2019 and has held it in 20 quarters since.
  • Creative Planning's Innovative Industrial Properties position peaked at $2.31M in Q1 2021.
  • 299 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.