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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
Q3 		$3.54M Sell
67,142
-5,723
-8% -$336K 0.79% 25
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

PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 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
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

TrueWealth Advisors's IIPR Position: Q3 2026 in Review

TrueWealth Advisors reduced its Innovative Industrial Properties (IIPR) stake by 7.9% in Q3 2026, selling an estimated $336K and leaving 67,142 shares worth $3.54M. The position accounts for 0.79% of the portfolio, ranked #25.

TrueWealth Advisors first reported a position in IIPR in Q4 2020 and has held it in 24 quarters since. The position peaked at $4.52M in Q2 2026. 12 funds tracked by Wall St. Rank hold IIPR as of Q3 2026.

  • TrueWealth Advisors held 67,142 shares of Innovative Industrial Properties worth $3.54M as of Q3 2026.
  • TrueWealth Advisors sold 5,723 Innovative Industrial Properties shares in Q3 2026, an estimated $336K.
  • Innovative Industrial Properties made up 0.79% of TrueWealth Advisors's portfolio in Q3 2026, its #25 holding.
  • TrueWealth Advisors first reported a position in Innovative Industrial Properties in Q4 2020 and has held it in 24 quarters since.
  • TrueWealth Advisors's Innovative Industrial Properties position peaked at $4.52M in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.