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True Wealth Design’s Innovative Industrial Properties IIPR Stock Holding History

True Wealth Design’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
Q3 		$159 Hold
3
– – ﹤0.01% 2382
2026
Q2 		$186 Hold
3
– – ﹤0.01% 2459
2026
Q1 		$151 Hold
3
– – ﹤0.01% 2386
2025
Q4 		$143 Sell
3
-29
-91% -$1.5K ﹤0.01% 2282
2025
Q3 		$1.72K Sell
32
-90
-74% -$4.89K ﹤0.01% 1524
2025
Q2 		$6.74K Buy
122
+121
+12,100% +$6.62K ﹤0.01% 703
2025
Q1 		$55 Buy
+1
New +$69 ﹤0.01% 2358

Other funds holding IIPR

TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

True Wealth Design's IIPR Position: Q3 2026 in Review

True Wealth Design held its Innovative Industrial Properties (IIPR) position steady in Q3 2026 at 3 shares worth $159. The position accounts for ﹤0.01% of the portfolio, ranked #2382.

True Wealth Design first reported a position in IIPR in Q1 2025 and has held it in 7 quarters since. The position peaked at $6.74K in Q2 2025. 15 funds tracked by Wall St. Rank hold IIPR as of Q3 2026.

  • True Wealth Design held 3 shares of Innovative Industrial Properties worth $159 as of Q3 2026.
  • True Wealth Design left its Innovative Industrial Properties share count unchanged in Q3 2026.
  • Innovative Industrial Properties made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2382 holding.
  • True Wealth Design first reported a position in Innovative Industrial Properties in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's Innovative Industrial Properties position peaked at $6.74K in Q2 2025.
  • 15 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.