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Smallwood Wealth Investment Management’s Innovative Industrial Properties IIPR Stock Holding History

Smallwood Wealth Investment Management’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 		$247 Hold
4
– – ﹤0.01% 481
2026
Q1 		$200 Hold
4
– – ﹤0.01% 480
2025
Q4 		$189 Hold
4
– – ﹤0.01% 467
2025
Q3 		$214 Hold
4
– – ﹤0.01% 474
2025
Q2 		$220 Hold
4
– – ﹤0.01% 523
2025
Q1 		$216 Buy
+4
New +$277 ﹤0.01% 466

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
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

Smallwood Wealth Investment Management's IIPR Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Innovative Industrial Properties (IIPR) position steady in Q2 2026 at 4 shares worth $247. The position accounts for ﹤0.01% of the portfolio, ranked #481.

Smallwood Wealth Investment Management first reported a position in IIPR in Q1 2025 and has held it in 6 quarters since. 327 funds tracked by Wall St. Rank hold IIPR as of Q2 2026.

  • Smallwood Wealth Investment Management held 4 shares of Innovative Industrial Properties worth $247 as of Q2 2026.
  • Smallwood Wealth Investment Management left its Innovative Industrial Properties share count unchanged in Q2 2026.
  • Innovative Industrial Properties made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #481 holding.
  • Smallwood Wealth Investment Management first reported a position in Innovative Industrial Properties in Q1 2025 and has held it in 6 quarters since.
  • 327 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.