RPCONE
IIPR icon

Retirement Planning Company of New England’s Innovative Industrial Properties IIPR Stock Holding History

Retirement Planning Company of New England’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 		$259K Buy
+4,184
New +$235K 0.09% 224
2024
Q4 		– Sell
-2,974
Closed -$400K – 236
2024
Q3 		$400K Sell
2,974
-5
-0.2% -$608 0.2% 138
2024
Q2 		$325K Hold
2,979
– – 0.18% 146
2024
Q1 		$308K Buy
2,979
+60
+2% +$5.72K 0.17% 163
2023
Q4 		$294K Buy
+2,919
New +$239K 0.13% 173
2022
Q2 		– Sell
-1,323
Closed -$271K – 222
2022
Q1 		$271K Buy
1,323
+61
+5% +$12K 0.15% 180
2021
Q4 		$331K Buy
+1,262
New +$324K 0.16% 147

Other funds holding IIPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Retirement Planning Company of New England's IIPR Position: Q2 2026 in Review

Retirement Planning Company of New England opened a new position in Innovative Industrial Properties (IIPR) in Q2 2026: 4,184 shares worth $259K. The stake represents 0.09% of the portfolio and ranks #224 among its holdings. This is a return to the name: Retirement Planning Company of New England previously reported a position in IIPR as recently as Q3 2024.

Retirement Planning Company of New England first reported a position in IIPR in Q4 2021 and has held it in 7 quarters since. The position peaked at $400K in Q3 2024. 147 funds tracked by Wall St. Rank hold IIPR as of Q2 2026.

  • Retirement Planning Company of New England held 4,184 shares of Innovative Industrial Properties worth $259K as of Q2 2026.
  • Innovative Industrial Properties was a new Retirement Planning Company of New England position in Q2 2026.
  • Innovative Industrial Properties made up 0.09% of Retirement Planning Company of New England's portfolio in Q2 2026, its #224 holding.
  • Retirement Planning Company of New England first reported a position in Innovative Industrial Properties in Q4 2021 and has held it in 7 quarters since.
  • Retirement Planning Company of New England's Innovative Industrial Properties position peaked at $400K in Q3 2024.
  • 147 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.