Moran Wealth Management
IIPR icon

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
Q3 		$929K Buy
17,633
+572
+3% +$33.6K 0.03% 389
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

TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Pensionfund DSM Netherlands
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Fifth Third Wealth Advisors
Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return

Moran Wealth Management's IIPR Position: Q3 2026 in Review

Moran Wealth Management increased its Innovative Industrial Properties (IIPR) stake by 3.4% in Q3 2026, buying an estimated $33.6K and bringing the position to 17,633 shares worth $929K. The position accounts for 0.03% of the portfolio, ranked #389.

Moran Wealth Management first reported a position in IIPR in Q3 2023 and has held it in 7 quarters since. The position peaked at $1.6M in Q3 2024. 54 funds tracked by Wall St. Rank hold IIPR as of Q3 2026.

  • Moran Wealth Management held 17,633 shares of Innovative Industrial Properties worth $929K as of Q3 2026.
  • Moran Wealth Management bought 572 Innovative Industrial Properties shares in Q3 2026, an estimated $33.6K.
  • Innovative Industrial Properties made up 0.03% of Moran Wealth Management's portfolio in Q3 2026, its #389 holding.
  • Moran Wealth Management first reported a position in Innovative Industrial Properties in Q3 2023 and has held it in 7 quarters since.
  • Moran Wealth Management's Innovative Industrial Properties position peaked at $1.6M in Q3 2024.
  • 54 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.