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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
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

Other funds holding IIPR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Root Financial Partners's IIPR Position: Q1 2026 in Review

Root Financial Partners held its Innovative Industrial Properties (IIPR) position steady in Q1 2026 at 164 shares worth $8.23K. The position accounts for ﹤0.01% of the portfolio, ranked #1755.

Root Financial Partners first reported a position in IIPR in Q3 2025 and has held it in 3 quarters since. The position peaked at $8.79K in Q3 2025. 299 funds tracked by Wall St. Rank hold IIPR as of Q1 2026.

  • Root Financial Partners held 164 shares of Innovative Industrial Properties worth $8.23K as of Q1 2026.
  • Root Financial Partners left its Innovative Industrial Properties share count unchanged in Q1 2026.
  • Innovative Industrial Properties made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1755 holding.
  • Root Financial Partners first reported a position in Innovative Industrial Properties in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Innovative Industrial Properties position peaked at $8.79K in Q3 2025.
  • 299 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.