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Summit Financial’s Innovative Industrial Properties IIPR Stock Holding History

Summit Financial’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 		$1.99M Buy
31,210
+5,441
+21% +$305K 0.02% 636
2026
Q1 		$1.34M Buy
+25,769
New +$1.3M 0.02% 683

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

Summit Financial's IIPR Position: Q2 2026 in Review

Summit Financial increased its Innovative Industrial Properties (IIPR) stake by 21% in Q2 2026, buying an estimated $305K and bringing the position to 31,210 shares worth $1.99M. The position accounts for 0.02% of the portfolio, ranked #636.

Summit Financial first reported a position in IIPR in Q1 2026 and has held it in 2 quarters since. 328 funds tracked by Wall St. Rank hold IIPR as of Q2 2026.

  • Summit Financial held 31,210 shares of Innovative Industrial Properties worth $1.99M as of Q2 2026.
  • Summit Financial bought 5,441 Innovative Industrial Properties shares in Q2 2026, an estimated $305K.
  • Innovative Industrial Properties made up 0.02% of Summit Financial's portfolio in Q2 2026, its #636 holding.
  • Summit Financial first reported a position in Innovative Industrial Properties in Q1 2026 and has held it in 2 quarters since.
  • 328 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.