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SageView Advisory Group’s Innovative Industrial Properties IIPR Stock Holding History

SageView Advisory Group’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 		– Sell
-399
Closed -$18.9K – 1449
2025
Q4 		$18.9K Buy
+399
New +$20.7K ﹤0.01% 1476

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

SageView Advisory Group's IIPR Position: Q1 2026 in Review

SageView Advisory Group sold out of Innovative Industrial Properties (IIPR) in Q1 2026, closing a stake of 399 shares — an estimated $18.9K sold.

SageView Advisory Group first reported a position in IIPR in Q4 2025 and held it in 1 quarter. The position peaked at $18.9K in Q4 2025. 300 funds tracked by Wall St. Rank hold IIPR as of Q1 2026.

  • SageView Advisory Group reported no remaining Innovative Industrial Properties position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 399 Innovative Industrial Properties shares in Q1 2026, an estimated $18.9K.
  • SageView Advisory Group first reported a position in Innovative Industrial Properties in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Innovative Industrial Properties position peaked at $18.9K in Q4 2025.
  • 300 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.