Physician Wealth Advisors
IIPR icon

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

Physician 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
Q3 		– Sell
-9
Closed -$558 – 2528
2026
Q2 		$558 Buy
+9
New +$505 ﹤0.01% 2064
2025
Q2 		– Sell
-14
Closed -$758 – 1884
2025
Q1 		$758 Buy
+14
New +$970 ﹤0.01% 1252

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
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
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
MAM
Mystic Asset Management Warwick, Rhode Island $451M AUM 22.13% 1-Year Est. Return

Physician Wealth Advisors's IIPR Position: Q3 2026 in Review

Physician Wealth Advisors sold out of Innovative Industrial Properties (IIPR) in Q3 2026, closing a stake of 9 shares — an estimated $558 sold.

Physician Wealth Advisors first reported a position in IIPR in Q1 2025 and held it in 2 quarters. The position peaked at $758 in Q1 2025. 46 funds tracked by Wall St. Rank hold IIPR as of Q3 2026.

  • Physician Wealth Advisors reported no remaining Innovative Industrial Properties position as of Q3 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 9 Innovative Industrial Properties shares in Q3 2026, an estimated $558.
  • Physician Wealth Advisors first reported a position in Innovative Industrial Properties in Q1 2025 and held it in 2 quarters.
  • Physician Wealth Advisors's Innovative Industrial Properties position peaked at $758 in Q1 2025.
  • 46 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.