Moran Wealth Management’s Innovative Industrial Properties IIPR Stock Holding History

Moran 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	$1.06M	Buy	+17,061	New	+$958K	0.03%	383
2024 Q4	–	Sell	-11,867	Closed	-$1.6M	–	435
2024 Q3	$1.6M	Sell	11,867 -931	-7%	-$113K	0.05%	273
2024 Q2	$1.4M	Sell	12,798 -476	-4%	-$50K	0.05%	268
2024 Q1	$1.37M	Sell	13,274 -778	-6%	-$74.2K	0.04%	277
2023 Q4	$1.42M	Sell	14,052 -302	-2%	-$24.8K	0.05%	275
2023 Q3	$1.09M	Buy	+14,354	New	+$1.15M	0.04%	261

Other funds holding IIPR

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Moran Wealth Management's IIPR Position: Q2 2026 in Review

Moran Wealth Management opened a new position in Innovative Industrial Properties (IIPR) in Q2 2026: 17,061 shares worth $1.06M. The stake represents 0.03% of the portfolio and ranks #383 among its holdings. This is a return to the name: Moran Wealth Management previously reported a position in IIPR as recently as Q3 2024.

Moran Wealth Management first reported a position in IIPR in Q3 2023 and has held it in 6 quarters since. The position peaked at $1.6M in Q3 2024. 329 funds tracked by Wall St. Rank hold IIPR as of Q2 2026.

Moran Wealth Management held 17,061 shares of Innovative Industrial Properties worth $1.06M as of Q2 2026.
Innovative Industrial Properties was a new Moran Wealth Management position in Q2 2026.
Innovative Industrial Properties made up 0.03% of Moran Wealth Management's portfolio in Q2 2026, its #383 holding.
Moran Wealth Management first reported a position in Innovative Industrial Properties in Q3 2023 and has held it in 6 quarters since.
Moran Wealth Management's Innovative Industrial Properties position peaked at $1.6M in Q3 2024.
329 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.