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Pinnacle Wealth Planning Services’s Innovative Industrial Properties IIPR Stock Holding History

Pinnacle Wealth Planning Services’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 		$37.4K Buy
603
+20
+3% +$1.12K ﹤0.01% 1474
2026
Q1 		$29.2K Buy
583
+191
+49% +$9.63K ﹤0.01% 1494
2025
Q4 		$18.6K Buy
+392
New +$20.3K ﹤0.01% 1756
2021
Q1 		– Sell
-662
Closed -$121K – 1109
2020
Q4 		$121K Buy
+662
New +$99.1K 0.03% 400

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 $3.37T AUM 44.26% 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

Pinnacle Wealth Planning Services's IIPR Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Innovative Industrial Properties (IIPR) stake by 3.4% in Q2 2026, buying an estimated $1.12K and bringing the position to 603 shares worth $37.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1474.

Pinnacle Wealth Planning Services first reported a position in IIPR in Q4 2020 and has held it in 4 quarters since. The position peaked at $121K in Q4 2020. 327 funds tracked by Wall St. Rank hold IIPR as of Q2 2026.

  • Pinnacle Wealth Planning Services held 603 shares of Innovative Industrial Properties worth $37.4K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 20 Innovative Industrial Properties shares in Q2 2026, an estimated $1.12K.
  • Innovative Industrial Properties made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1474 holding.
  • Pinnacle Wealth Planning Services first reported a position in Innovative Industrial Properties in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Innovative Industrial Properties position peaked at $121K in Q4 2020.
  • 327 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.