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Sunbelt Securities’s Innovative Industrial Properties IIPR Stock Holding History

Sunbelt Securities’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 		$1.36M Buy
27,131
+1,371
+5% +$69.2K 0.09% 200
2025
Q4 		$1.22M Buy
25,760
+5,245
+26% +$272K 0.08% 200
2025
Q3 		$1.1M Buy
20,515
+5,661
+38% +$308K 0.08% 220
2025
Q2 		$990K Sell
14,854
-2,429
-14% -$133K 0.09% 203
2025
Q1 		$935K Buy
17,283
+2,429
+16% +$168K 0.08% 204
2024
Q4 		$1,000K Buy
14,854
+604
+4% +$68K 0.09% 203
2024
Q3 		$1.92M Sell
14,250
-120
-0.8% -$14.6K 0.19% 111
2024
Q2 		$1.57M Buy
14,370
+25
+0.2% +$2.63K 0.16% 124
2024
Q1 		$1.49M Sell
14,345
-134
-0.9% -$12.8K 0.17% 123
2023
Q4 		$1.46M Sell
14,479
-849
-6% -$69.6K 0.18% 124
2023
Q3 		$1.16M Buy
15,328
+457
+3% +$36.5K 0.16% 145
2023
Q2 		$1.09M Buy
14,871
+1,805
+14% +$127K 0.16% 143
2023
Q1 		$974K Buy
13,066
+2,747
+27% +$243K 0.16% 144
2022
Q4 		$1.05M Buy
10,319
+326
+3% +$34.7K 0.2% 131
2022
Q3 		$884K Buy
9,993
+4,317
+76% +$419K 0.19% 139
2022
Q2 		$624K Buy
5,676
+4,536
+398% +$643K 0.13% 198
2022
Q1 		$234K Buy
+1,140
New +$224K 0.04% 410

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

Sunbelt Securities's IIPR Position: Q1 2026 in Review

Sunbelt Securities increased its Innovative Industrial Properties (IIPR) stake by 5.3% in Q1 2026, buying an estimated $69.2K and bringing the position to 27,131 shares worth $1.36M. The position accounts for 0.09% of the portfolio, ranked #200.

Sunbelt Securities first reported a position in IIPR in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.92M in Q3 2024. 300 funds tracked by Wall St. Rank hold IIPR as of Q1 2026.

  • Sunbelt Securities held 27,131 shares of Innovative Industrial Properties worth $1.36M as of Q1 2026.
  • Sunbelt Securities bought 1,371 Innovative Industrial Properties shares in Q1 2026, an estimated $69.2K.
  • Innovative Industrial Properties made up 0.09% of Sunbelt Securities's portfolio in Q1 2026, its #200 holding.
  • Sunbelt Securities first reported a position in Innovative Industrial Properties in Q1 2022 and has held it in 17 quarters since.
  • Sunbelt Securities's Innovative Industrial Properties position peaked at $1.92M in Q3 2024.
  • 300 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.