VFM
IIPR icon

Vision Financial Markets’s Innovative Industrial Properties IIPR Stock Holding History

Vision Financial Markets’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 		– Sell
-300
Closed -$15K – 421
2026
Q1 		$15K Buy
+300
New +$15.1K 0.01% 203
2025
Q3 		– Sell
-200
Closed -$11K – 443
2025
Q2 		$11K Buy
+200
New +$10.9K 0.01% 221

Other funds holding IIPR

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Vision Financial Markets's IIPR Position: Q2 2026 in Review

Vision Financial Markets sold out of Innovative Industrial Properties (IIPR) in Q2 2026, closing a stake of 300 shares — an estimated $15K sold.

Vision Financial Markets first reported a position in IIPR in Q2 2025 and held it in 2 quarters. The position peaked at $15K in Q1 2026. 110 funds tracked by Wall St. Rank hold IIPR as of Q2 2026.

  • Vision Financial Markets reported no remaining Innovative Industrial Properties position as of Q2 2026 after selling out during the quarter.
  • Vision Financial Markets sold 300 Innovative Industrial Properties shares in Q2 2026, an estimated $15K.
  • Vision Financial Markets first reported a position in Innovative Industrial Properties in Q2 2025 and held it in 2 quarters.
  • Vision Financial Markets's Innovative Industrial Properties position peaked at $15K in Q1 2026.
  • 110 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.