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EverSource Wealth Advisors’s Innovative Industrial Properties IIPR Stock Holding History

EverSource Wealth Advisors’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 		$6.82K Buy
110
+36
+49% +$2.02K ﹤0.01% 3124
2026
Q1 		$3.71K Buy
74
+56
+311% +$2.83K ﹤0.01% 3401
2025
Q4 		$852 Sell
18
-78
-81% -$4.04K ﹤0.01% 3751
2025
Q3 		$5.14K Sell
96
-11
-10% -$598 ﹤0.01% 3138
2025
Q2 		$5.93K Sell
107
-63
-37% -$3.45K ﹤0.01% 3085
2025
Q1 		$9.2K Buy
170
+31
+22% +$2.15K ﹤0.01% 2155
2024
Q4 		$9.26K Buy
139
+95
+216% +$10.7K ﹤0.01% 2039
2024
Q3 		$5.92K Buy
44
+12
+38% +$1.46K ﹤0.01% 2154
2024
Q2 		$3.93K Buy
32
+25
+357% +$2.63K ﹤0.01% 2305
2024
Q1 		$724 Buy
+7
New +$668 ﹤0.01% 2650
2023
Q4 		– Sell
-21
Closed -$1.59K – 2691
2023
Q3 		$1.59K Hold
21
– – ﹤0.01% 2080
2023
Q2 		$1.53K Buy
+21
New +$1.48K ﹤0.01% 2103
2023
Q1 		– Sell
-682
Closed -$69.1K – 2455
2022
Q4 		$69.1K Buy
682
+264
+63% +$28.1K 0.01% 631
2022
Q3 		$37K Sell
418
-7
-2% -$679 0.01% 718
2022
Q2 		$47K Buy
+425
New +$60.3K 0.01% 645

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

EverSource Wealth Advisors's IIPR Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Innovative Industrial Properties (IIPR) stake by 49% in Q2 2026, buying an estimated $2.02K and bringing the position to 110 shares worth $6.82K. The position accounts for ﹤0.01% of the portfolio, ranked #3124.

EverSource Wealth Advisors first reported a position in IIPR in Q2 2022 and has held it in 15 quarters since. The position peaked at $69.1K in Q4 2022. 327 funds tracked by Wall St. Rank hold IIPR as of Q2 2026.

  • EverSource Wealth Advisors held 110 shares of Innovative Industrial Properties worth $6.82K as of Q2 2026.
  • EverSource Wealth Advisors bought 36 Innovative Industrial Properties shares in Q2 2026, an estimated $2.02K.
  • Innovative Industrial Properties made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3124 holding.
  • EverSource Wealth Advisors first reported a position in Innovative Industrial Properties in Q2 2022 and has held it in 15 quarters since.
  • EverSource Wealth Advisors's Innovative Industrial Properties position peaked at $69.1K in Q4 2022.
  • 327 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.