Institute for Wealth Management’s Innovative Industrial Properties IIPR Stock Holding History

Institute for Wealth 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 Q2	$8.61K	Buy	+139	New	+$7.8K	﹤0.01%	1349

Other funds holding IIPR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Institute for Wealth Management's IIPR Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Innovative Industrial Properties (IIPR) in Q2 2026: 139 shares worth $8.61K. The stake represents ﹤0.01% of the portfolio and ranks #1349 among its holdings.

161 funds tracked by Wall St. Rank hold IIPR as of Q2 2026.

Institute for Wealth Management held 139 shares of Innovative Industrial Properties worth $8.61K as of Q2 2026.
Innovative Industrial Properties was a new Institute for Wealth Management position in Q2 2026.
Innovative Industrial Properties made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1349 holding.
161 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.