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
2019
Q2 		– Sell
-1,500
Closed -$36K – 2059
2019
Q1 		$36K Buy
+1,500
New +$101K ﹤0.01% 1802

Other funds holding IIPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Creative Planning's IIPR Position: Q2 2026 in Review

Creative Planning reduced its Innovative Industrial Properties (IIPR) stake by 18% in Q2 2026, selling an estimated $43.6K and leaving 3,509 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #3823.

Creative Planning first reported a position in IIPR in Q1 2019 and has held it in 21 quarters since. The position peaked at $2.31M in Q1 2021. 329 funds tracked by Wall St. Rank hold IIPR as of Q2 2026.

  • Creative Planning held 3,509 shares of Innovative Industrial Properties worth $218K as of Q2 2026.
  • Creative Planning sold 777 Innovative Industrial Properties shares in Q2 2026, an estimated $43.6K.
  • Innovative Industrial Properties made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3823 holding.
  • Creative Planning first reported a position in Innovative Industrial Properties in Q1 2019 and has held it in 21 quarters since.
  • Creative Planning's Innovative Industrial Properties position peaked at $2.31M in Q1 2021.
  • 329 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.