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Root Financial Partners’s Innovative Industrial Properties IIPR Stock Holding History

Root Financial Partners’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 		– Sell
-164
Closed -$8.23K – 1742
2026
Q1 		$8.23K Hold
164
– – ﹤0.01% 1755
2025
Q4 		$7.77K Hold
164
– – ﹤0.01% 1611
2025
Q3 		$8.79K Buy
+164
New +$8.92K ﹤0.01% 1504

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State Street
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Vanguard Capital Management
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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

Root Financial Partners's IIPR Position: Q2 2026 in Review

Root Financial Partners sold out of Innovative Industrial Properties (IIPR) in Q2 2026, closing a stake of 164 shares — an estimated $8.23K sold.

Root Financial Partners first reported a position in IIPR in Q3 2025 and held it in 3 quarters. The position peaked at $8.79K in Q3 2025. 328 funds tracked by Wall St. Rank hold IIPR as of Q2 2026.

  • Root Financial Partners reported no remaining Innovative Industrial Properties position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 164 Innovative Industrial Properties shares in Q2 2026, an estimated $8.23K.
  • Root Financial Partners first reported a position in Innovative Industrial Properties in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Innovative Industrial Properties position peaked at $8.79K in Q3 2025.
  • 328 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.