Summit Securities Group
IIPR icon

Summit Securities Group’s Innovative Industrial Properties IIPR Stock Holding History

Summit Securities 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
2024
Q2 		– Sell
-1,700
Closed -$176K – 666
2024
Q1 		$176K Buy
+1,700
New +$162K 0.03% 163

Other funds holding IIPR

BlackRock
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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 Securities Group's IIPR Position: Q2 2026 in Review

Summit Securities Group increased its Innovative Industrial Properties (IIPR) stake by 400% in Q2 2026, buying an estimated $44.9K and bringing the position to 1,000 shares worth $62K. The position accounts for 0.01% of the portfolio, ranked #544.

Summit Securities Group first reported a position in IIPR in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.89M in Q4 2021. 330 funds tracked by Wall St. Rank hold IIPR as of Q2 2026.

  • Summit Securities Group held 1,000 shares of Innovative Industrial Properties worth $62K as of Q2 2026.
  • Summit Securities Group bought 800 Innovative Industrial Properties shares in Q2 2026, an estimated $44.9K.
  • Innovative Industrial Properties made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #544 holding.
  • Summit Securities Group first reported a position in Innovative Industrial Properties in Q4 2020 and has held it in 19 quarters since.
  • Summit Securities Group's Innovative Industrial Properties position peaked at $1.89M in Q4 2021.
  • 330 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.