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James T. Borello RIA’s Innovative Industrial Properties IIPR Stock Holding History

James T. Borello RIA’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 		$7.9K Hold
150
– – ﹤0.01% 666
2026
Q2 		$9.3K Hold
150
– – ﹤0.01% 619
2026
Q1 		$7.52K Hold
150
– – ﹤0.01% 648
2025
Q4 		$7.1K Hold
150
– – ﹤0.01% 499
2025
Q3 		$8.04K Hold
150
– – ﹤0.01% 345
2025
Q2 		$8.28K Hold
150
– – ﹤0.01% 214
2025
Q1 		$8.11K Buy
+150
New +$10.4K ﹤0.01% 173

Other funds holding IIPR

TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 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
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
MAM
Mystic Asset Management Warwick, Rhode Island $451M AUM 22.13% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
RPCONE
Retirement Planning Company of New England Warwick, Rhode Island $263M AUM 26.23% 1-Year Est. Return
DA
Detalus Advisors St. Louis, Missouri $507M AUM 15.45% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return

James T. Borello RIA's IIPR Position: Q3 2026 in Review

James T. Borello RIA held its Innovative Industrial Properties (IIPR) position steady in Q3 2026 at 150 shares worth $7.9K. The position accounts for ﹤0.01% of the portfolio, ranked #666.

James T. Borello RIA first reported a position in IIPR in Q1 2025 and has held it in 7 quarters since. The position peaked at $9.3K in Q2 2026. 35 funds tracked by Wall St. Rank hold IIPR as of Q3 2026.

  • James T. Borello RIA held 150 shares of Innovative Industrial Properties worth $7.9K as of Q3 2026.
  • James T. Borello RIA left its Innovative Industrial Properties share count unchanged in Q3 2026.
  • Innovative Industrial Properties made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #666 holding.
  • James T. Borello RIA first reported a position in Innovative Industrial Properties in Q1 2025 and has held it in 7 quarters since.
  • James T. Borello RIA's Innovative Industrial Properties position peaked at $9.3K in Q2 2026.
  • 35 funds tracked by Wall St. Rank held Innovative Industrial Properties as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.