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

Heritage 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
Q1 		$2.1K Buy
42
+2
+5% +$101 ﹤0.01% 622
2025
Q4 		$1.91K Buy
40
+1
+3% +$52 ﹤0.01% 546
2025
Q3 		$2.09K Buy
39
+1
+3% +$54 ﹤0.01% 522
2025
Q2 		$2.08K Buy
38
+2
+6% +$109 ﹤0.01% 514
2025
Q1 		$1.97K Buy
36
+1
+3% +$69 ﹤0.01% 506
2024
Q4 		$2.35K Hold
35
– – ﹤0.01% 548
2024
Q3 		$4.69K Buy
35
+1
+3% +$122 ﹤0.01% 488
2024
Q2 		$3.75K Hold
34
– – ﹤0.01% 460
2024
Q1 		$3.49K Buy
34
+1
+3% +$95 ﹤0.01% 485
2023
Q4 		$3.33K Buy
33
+1
+3% +$82 ﹤0.01% 495
2023
Q3 		$2.44K Hold
32
– – ﹤0.01% 460
2023
Q2 		$2.3K Buy
32
+1
+3% +$70 ﹤0.01% 499
2023
Q1 		$2.34K Buy
31
+1
+3% +$88 ﹤0.01% 511
2022
Q4 		$3.07K Hold
30
– – ﹤0.01% 495
2022
Q3 		$2.63K Buy
30
+1
+3% +$97 ﹤0.01% 475
2022
Q2 		$3K Hold
29
– – ﹤0.01% 513
2022
Q1 		$6K Hold
29
– – ﹤0.01% 467
2021
Q4 		$8K Hold
29
– – ﹤0.01% 461
2021
Q3 		$6.6K Buy
29
+1
+4% +$226 ﹤0.01% 458
2021
Q2 		$5.41K Hold
28
– – ﹤0.01% 477
2021
Q1 		$5.07K Hold
28
– – ﹤0.01% 494
2020
Q4 		$5K Hold
28
– – ﹤0.01% 487
2020
Q3 		$3.44K Buy
28
+1
+4% +$112 ﹤0.01% 437
2020
Q2 		$2.41K Hold
27
– – ﹤0.01% 425
2020
Q1 		$2.05K Buy
+27
New +$2.28K ﹤0.01% 418

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

Heritage Wealth Advisors's IIPR Position: Q1 2026 in Review

Heritage Wealth Advisors increased its Innovative Industrial Properties (IIPR) stake by 5% in Q1 2026, buying an estimated $101 and bringing the position to 42 shares worth $2.1K. The position accounts for ﹤0.01% of the portfolio, ranked #622.

Heritage Wealth Advisors first reported a position in IIPR in Q1 2020 and has held it in 25 quarters since. The position peaked at $8K in Q4 2021. 299 funds tracked by Wall St. Rank hold IIPR as of Q1 2026.

  • Heritage Wealth Advisors held 42 shares of Innovative Industrial Properties worth $2.1K as of Q1 2026.
  • Heritage Wealth Advisors bought 2 Innovative Industrial Properties shares in Q1 2026, an estimated $101.
  • Innovative Industrial Properties made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #622 holding.
  • Heritage Wealth Advisors first reported a position in Innovative Industrial Properties in Q1 2020 and has held it in 25 quarters since.
  • Heritage Wealth Advisors's Innovative Industrial Properties position peaked at $8K in Q4 2021.
  • 299 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.