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Morton Brown Family Wealth’s Innovative Industrial Properties IIPR Stock Holding History

Morton Brown Family Wealth’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 		$3.04K Hold
49
– – ﹤0.01% 250
2026
Q1 		$2.46K Hold
49
– – ﹤0.01% 246
2025
Q4 		$2.32K Hold
49
– – ﹤0.01% 250
2025
Q3 		$2.63K Hold
49
– – ﹤0.01% 233
2025
Q2 		$2.71K Hold
49
– – ﹤0.01% 263
2025
Q1 		$2.65K Hold
49
– – ﹤0.01% 264
2024
Q4 		$3.27K Hold
49
– – ﹤0.01% 215
2024
Q3 		$6.59K Hold
49
– – ﹤0.01% 187
2024
Q2 		$5.77K Hold
49
– – ﹤0.01% 171
2024
Q1 		$5.07K Hold
49
– – ﹤0.01% 177
2023
Q4 		$4.94K Buy
+49
New +$4.02K ﹤0.01% 212

Other funds holding IIPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morton Brown Family Wealth's IIPR Position: Q2 2026 in Review

Morton Brown Family Wealth held its Innovative Industrial Properties (IIPR) position steady in Q2 2026 at 49 shares worth $3.04K. The position accounts for ﹤0.01% of the portfolio, ranked #250.

Morton Brown Family Wealth first reported a position in IIPR in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.59K in Q3 2024. 329 funds tracked by Wall St. Rank hold IIPR as of Q2 2026.

  • Morton Brown Family Wealth held 49 shares of Innovative Industrial Properties worth $3.04K as of Q2 2026.
  • Morton Brown Family Wealth left its Innovative Industrial Properties share count unchanged in Q2 2026.
  • Innovative Industrial Properties made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #250 holding.
  • Morton Brown Family Wealth first reported a position in Innovative Industrial Properties in Q4 2023 and has held it in 11 quarters since.
  • Morton Brown Family Wealth's Innovative Industrial Properties position peaked at $6.59K in Q3 2024.
  • 329 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.