Fulcrum Asset Management
IIPR icon

Fulcrum Asset Management’s Innovative Industrial Properties IIPR Stock Holding History

Fulcrum Asset Management’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
Q3 		– Sell
-1,046
Closed -$66.2K – 1363
2026
Q2 		$66.2K Buy
+1,046
New +$58.7K 0.01% 539

Other funds holding IIPR

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Fulcrum Asset Management's IIPR Position: Q3 2026 in Review

Fulcrum Asset Management sold out of Innovative Industrial Properties (IIPR) in Q3 2026, closing a stake of 1,046 shares — an estimated $66.2K sold.

Fulcrum Asset Management first reported a position in IIPR in Q2 2026 and held it in 1 quarter. The position peaked at $66.2K in Q2 2026. 229 funds tracked by Wall St. Rank hold IIPR as of Q3 2026.

  • Fulcrum Asset Management reported no remaining Innovative Industrial Properties position as of Q3 2026 after selling out during the quarter.
  • Fulcrum Asset Management sold 1,046 Innovative Industrial Properties shares in Q3 2026, an estimated $66.2K.
  • Fulcrum Asset Management first reported a position in Innovative Industrial Properties in Q2 2026 and held it in 1 quarter.
  • Fulcrum Asset Management's Innovative Industrial Properties position peaked at $66.2K in Q2 2026.
  • 229 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q3 2026.

Based on Fulcrum Asset Management's 13F filing for Q3 2026, filed 4 Nov 2026.