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IIPR icon

TrueWealth Advisors’s Innovative Industrial Properties IIPR Stock Holding History

TrueWealth Advisors’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 		$4.52M Sell
72,865
-2,425
-3% -$136K 1.02% 18
2026
Q1 		$3.78M Buy
75,290
+4,115
+6% +$208K 0.95% 20
2025
Q4 		$3.37M Sell
71,175
-1,485
-2% -$76.9K 0.87% 24
2025
Q3 		$3.89M Buy
72,660
+11,271
+18% +$613K 1.05% 18
2025
Q2 		$3.39M Buy
61,389
+17,629
+40% +$965K 1% 20
2025
Q1 		$2.37M Buy
43,760
+16,103
+58% +$1.12M 0.78% 27
2024
Q4 		$1.84M Buy
27,657
+3,672
+15% +$413K 0.62% 35
2024
Q3 		$3.23M Buy
23,985
+553
+2% +$67.3K 1.08% 20
2024
Q2 		$2.56M Sell
23,432
-3,405
-13% -$357K 0.95% 23
2024
Q1 		$2.78M Buy
26,837
+977
+4% +$93.2K 1.07% 19
2023
Q4 		$2.61M Buy
25,860
+321
+1% +$26.3K 1.01% 20
2023
Q3 		$1.93M Buy
25,539
+96
+0.4% +$7.67K 0.82% 28
2023
Q2 		$1.86M Buy
25,443
+6,147
+32% +$433K 0.76% 30
2023
Q1 		$1.47M Buy
19,296
+5,029
+35% +$444K 0.62% 37
2022
Q4 		$1.45M Sell
14,267
-4,876
-25% -$519K 0.63% 34
2022
Q3 		$1.69M Buy
19,143
+4,134
+28% +$401K 0.8% 26
2022
Q2 		$1.65M Buy
15,009
+5,526
+58% +$784K 0.77% 32
2022
Q1 		$2.49M Hold
9,483
– – 1.12% 22
2021
Q4 		$2.49M Sell
9,483
-56
-0.6% -$14.4K 1.12% 22
2021
Q3 		$2.21M Sell
9,539
-253
-3% -$57.1K 1.24% 21
2021
Q2 		$1.87M Sell
9,792
-38
-0.4% -$6.97K 1.09% 21
2021
Q1 		$1.74M Sell
9,830
-299
-3% -$57.3K 1.13% 22
2020
Q4 		$1.92M Buy
+10,129
New +$1.52M 1.65% 21

Other funds holding IIPR

CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $93.5M AUM 26.49% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return