RWS
IIPR icon

Retirement Wealth Solutions’s Innovative Industrial Properties IIPR Stock Holding History

Retirement Wealth Solutions’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 		$1.3K Buy
21
+7
+50% +$393 ﹤0.01% 597
2026
Q1 		$703 Buy
14
+6
+75% +$303 ﹤0.01% 685
2025
Q4 		$379 Buy
8
+3
+60% +$155 ﹤0.01% 703
2025
Q3 		$268 Buy
+5
New +$272 ﹤0.01% 752

Other funds holding IIPR

TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $93.5M AUM 26.49% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

Retirement Wealth Solutions's IIPR Position: Q2 2026 in Review

Retirement Wealth Solutions increased its Innovative Industrial Properties (IIPR) stake by 50% in Q2 2026, buying an estimated $393 and bringing the position to 21 shares worth $1.3K. The position accounts for ﹤0.01% of the portfolio, ranked #597.

Retirement Wealth Solutions first reported a position in IIPR in Q3 2025 and has held it in 4 quarters since. 31 funds tracked by Wall St. Rank hold IIPR as of Q2 2026.

  • Retirement Wealth Solutions held 21 shares of Innovative Industrial Properties worth $1.3K as of Q2 2026.
  • Retirement Wealth Solutions bought 7 Innovative Industrial Properties shares in Q2 2026, an estimated $393.
  • Innovative Industrial Properties made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #597 holding.
  • Retirement Wealth Solutions first reported a position in Innovative Industrial Properties in Q3 2025 and has held it in 4 quarters since.
  • 31 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.