Innovative Industrial ProperIIPR

13F holders, Q2 2025 (June 30)
313holders −14
37new positions
49sold out
5famous investors
$55.42avg. 13F price*

At the end of Q2 2025, 313 institutions reported holding Innovative Industrial Proper (IIPR) in their 13F filings, down 14 from Q1 2025. 37 opened new positions and 49 sold out. The largest holders were BlackRock, Inc. ($259.8M), Vanguard Group Inc. ($242.2M) and State Street Corp. ($93.8M). 5 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Innovative Industrial Proper
CUSIP
45781V101
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 376Q1 2024Q2 2024: 394Q2 2024Q3 2024: 415Q3 2024Q4 2024: 359Q4 2024Q1 2025: 327Q1 2025Q2 2025: 313Q2 2025Q3 2025: 309Q3 2025Q4 2025: 293Q4 2025Q1 2026: 300Q1 2026Q2 2026: 329Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions37$31.5M
Exits49$33.4M

All 13F filers, Q1 2025 → Q2 2025: 1,610,484 shares bought and 1,906,609 shares sold, net −296,125 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 313 holders

BlackRock, Inc. 0.01% Reduce -4.0% 4,704,250 $259.8M
Vanguard Group Inc. 0.00% Reduce -1.9% 4,386,889 $242.2M
State Street Corp. 0.00% Add +0.2% 1,642,647 $93.8M
Charles Schwab Investment Management Inc. 0.00% Add +7.4% 495,667 $27.4M
Northern Trust Corp. 0.00% Reduce -4.7% 411,201 $22.7M
Invesco Ltd. 0.00% Add +40.5% 382,133 $21.1M
Bank of New York Mellon Corp 0.00% Reduce -6.1% 354,694 $19.6M
Morgan Stanley 0.00% Reduce -33.4% 338,987 $18.7M
Dimensional Fund Advisors LP 0.00% Reduce -3.1% 334,437 $18.5M
D. E. Shaw & Co. 0.02% Add +50.4% 305,132 $16.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Add +229.6% 288,056 $15.9M
Millennium Management 0.01% Add +52.9% 240,812 $13.3M
AlphaCore Capital LLC 0.44% New 209,630 $11.6M
Goldman Sachs Group Inc. 0.00% Reduce -3.8% 203,402 $11.2M
Legal & General Group Plc 0.00% Reduce -0.0% 192,971 $10.7M
Pacer Advisors, Inc. 0.03% Reduce -11.8% 183,400 $10.1M
JPMorgan Chase & Co. 0.00% Add +49.4% 178,271 $9.8M
Principal Financial Group Inc. 0.01% Add +11.8% 173,650 $9.6M
Thrivent Financial for Lutherans 0.02% Add +20.6% 156,852 $8.7M
Edgestream Partners, L.P. 0.23% New 146,667 $8.1M
Voloridge Investment Management, LLC 0.03% Reduce -32.2% 135,211 $7.5M
Public Sector Pension Investment Board 0.03% Add +9.9% 115,529 $6.4M
LSV Asset Management 0.01% Reduce -4.8% 113,500 $6.3M
Rhumbline Advisers 0.00% Add +0.6% 95,194 $5.3M
Nuveen, LLC 0.00% Reduce -11.4% 93,574 $5.2M
Ameriprise Financial Inc. 0.00% Reduce -4.0% 76,072 $4.2M
Geode Capital Management, LLC 0.00% Add +1.9% 72,505 $4.0M
First Trust Advisors LP 0.00% Add +1132.5% 70,894 $3.9M
Koa Wealth Management, LLC 2.99% Add +13.4% 68,221 $3.8M
CANADA LIFE ASSURANCE Co 0.01% Add +2.5% 64,579 $3.6M
TrueWealth Advisors, LLC 1.00% Add +40.3% 61,389 $3.4M
Citadel Advisors 0.00% Add +49.0% 59,851 $3.3M
AXA S.A. 0.01% Add +48.6% 58,368 $3.2M
US Bancorp \de 0.00% Reduce -0.0% 56,665 $3.1M
Alliancebernstein L.P. 0.00% Reduce -11.5% 56,302 $3.1M
Swiss National Bank 0.00% Reduce -1.5% 54,100 $3.0M
Barclays PLC 0.00% Add +42.2% 53,824 $3.0M
Jane Street Group, LLC 0.00% Reduce -51.2% 51,884 $2.9M
Quantbot Technologies LP 0.07% Add +43.8% 50,763 $2.8M
Intech Investment Management LLC 0.03% Add +11.3% 50,542 $2.8M
Tidal Investments LLC 0.02% Add +9.3% 50,297 $2.8M
MML Investors Services, LLC 0.01% Add +39.8% 48,667 $2.7M
Wedge Capital Management L L P 0.05% Reduce -2.3% 47,405 $2.6M
Citigroup Inc. 0.00% Reduce -9.2% 46,428 $2.6M
State of Wisconsin Investment Board 0.01% Add +425.6% 45,270 $2.5M
New York State Teachers Retirement System 0.01% No change 45,171 $2.5M
AQR Capital Management 0.00% Add +62.8% 44,259 $2.4M
BNP Paribas Financial Markets 0.00% Add +62.0% 43,754 $2.4M
Susquehanna International Group, LLP 0.00% Reduce -33.5% 41,690 $2.3M
Quinn Opportunity Partners LLC 0.19% No change 41,000 $2.3M
Exchange Traded Concepts, LLC 0.03% Add +25.4% 40,253 $2.2M
Nomura Asset Management Co. Ltd. 0.01% Add +4.5% 40,220 $2.2M
Public Employees Retirement System of Ohio 0.01% Add +0.3% 40,129 $2.2M
Asset Management One Co., Ltd. 0.01% Reduce -2.6% 40,034 $2.2M
Macquarie Group Ltd. 0.00% Reduce -1.9% 39,385 $2.2M
Balyasny Asset Management L.P. 0.01% Reduce -73.7% 39,117 $2.2M
Engineers Gate Manager LP 0.03% Reduce -12.8% 36,635 $2.0M
Brevan Howard Capital Management LP 0.02% New 35,973 $2.0M
Bridgeway Capital Management, LLC 0.05% No change 35,000 $1.9M
Y-Intercept (Hong Kong) Ltd 0.05% Add +11.9% 34,082 $1.9M
LPL Financial LLC 0.00% Reduce -12.3% 33,620 $1.9M
Sumitomo Mitsui Trust Group, Inc. 0.00% Add +4.7% 31,949 $1.8M
Cresset Asset Management, LLC 0.01% New 30,080 $1.7M
State of Alaska, Department of Revenue 0.02% Add +2.6% 30,128 $1.7M
Commonwealth Equity Services, LLC 0.00% Add +4.0% 29,465 $1.6M
Prudential Financial Inc. 0.00% Add +5.9% 29,429 $1.6M
Squarepoint Ops LLC 0.00% Reduce -51.9% 28,651 $1.6M
T. Rowe Price Associates Inc. 0.00% Add +6.0% 28,117 $1.6M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -69.4% 27,872 $1.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -0.5% 27,597 $1.5M
Capital Fund Management S.A. 0.02% Add +40.5% 27,557 $1.5M
HSBC Holdings PLC 0.00% Add +5.5% 27,249 $1.5M
Deutsche Bank AG 0.00% Reduce -19.2% 26,908 $1.5M
California State Teachers Retirement System 0.00% Add +1.0% 26,152 $1.4M
Mackenzie Financial Corp. 0.00% New 26,150 $1.4M
UBS Group AG 0.00% Reduce -23.6% 25,365 $1.4M
Franklin Resources Inc. 0.00% Add +4.0% 24,645 $1.4M
Manufacturers Life Insurance Company, The 0.00% Reduce -2.8% 23,888 $1.3M
Wells Fargo & Company 0.00% Add +34.0% 22,866 $1.3M
Royal Bank of Canada 0.00% Add +59.6% 22,848 $1.3M
Schonfeld Strategic Advisors LLC 0.01% Reduce -62.0% 21,636 $1.2M
Osaic Holdings, Inc. 0.00% Add +87.5% 20,608 $1.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +6.8% 20,533 $1.1M
HRT Financial LP 0.00% Reduce -63.5% 20,317 $1.1M
PEAK6 LLC 0.04% Reduce -19.5% 19,208 $1.1M
Cambiar Investors LLC 0.04% Reduce -83.2% 18,777 $1.0M
Penserra Capital Management LLC 0.01% Add +77.1% 18,476 $1.0M
Sunbelt Securities, Inc. 0.09% Reduce -14.1% 14,854 $990K
Verition Fund Management LLC 0.01% New 17,530 $968K
MetLife Investment Management, LLC 0.01% Reduce -0.1% 17,442 $963K
Freestone Grove Partners LP 0.01% New 17,284 $954K
Nisa Investment Advisors, LLC 0.00% Add +36.1% 16,337 $936K
OMERS ADMINISTRATION Corp 0.01% Add +178.3% 16,700 $922K
Russell Investments Group, Ltd. 0.00% Add +28.2% 16,285 $899K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +1.3% 16,099 $889K
Allianz Asset Management GmbH 0.00% Reduce -10.6% 15,655 $864K
RD Lewis Holdings, Inc. 0.86% Add +8.9% 18,424 $849K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 15,232 $841K
Klein Pavlis & Peasley Financial, Inc. 0.56% Reduce -4.8% 15,207 $840K
Illinois Municipal Retirement Fund 0.01% Add +1.8% 14,735 $814K
Amundi 0.00% Reduce -13.4% 13,651 $779K
Caption Management, LLC 0.07% Add +11.3% 13,235 $731K
Bank of America Corp. 0.00% Add +41.2% 13,194 $729K
Louisiana State Employees Retirement System 0.01% Reduce -1.5% 13,100 $723K
Cetera Investment Advisers 0.00% Reduce -5.3% 13,038 $720K
Centaurus Financial, Inc. 0.04% Add +2.5% 12,942 $715K
Janus Henderson Group PLC 0.00% Reduce -44.5% 12,925 $713K
Martingale Asset Management L P 0.02% Reduce -8.6% 12,686 $701K
DekaBank Deutsche Girozentrale 0.00% No change 6,473 $699K
American Century Companies Inc. 0.00% Reduce -25.1% 12,496 $690K
Victory Capital Management Inc. 0.00% Reduce -20.9% 12,234 $676K
Dark Forest Capital Management LP 0.03% Reduce -37.0% 12,132 $670K
Resona Asset Management Co.,Ltd. 0.00% Reduce -7.5% 11,370 $647K
Twinbeech Capital LP 0.01% Reduce -59.2% 11,683 $645K
KLP Kapitalforvaltning As 0.00% Add +32.1% 11,100 $631K
Wellington Capital Management, Inc. 0.90% — 4,664 $602K
FCG Investment Co 0.30% New 10,494 $579K
IMC-Chicago, LLC 0.01% New 10,451 $577K
Versor Investments LP 0.10% Reduce -54.5% 10,128 $559K
AlphaQuest LLC 0.05% Add +152.5% 10,013 $553K
Daiwa Securities Group Inc. 0.00% Add +2.1% 9,878 $545K
New York State Common Retirement Fund 0.00% Add +10.2% 9,736 $538K
Vident Advisory, LLC 0.01% Reduce -32.4% 9,715 $536K
Advisors Asset Management, Inc. 0.01% Add +211.8% 9,712 $536K
Avantax Advisory Services, Inc. 0.00% Add +8.0% 9,185 $507K
Cambria Investment Management, L.P. 0.03% Add +47.8% 8,961 $495K
PFG Investments, LLC 0.03% Reduce -17.4% 8,950 $494K
Ethos Financial Group, LLC 0.04% Add +20.4% 8,814 $487K
Teachers Retirement System of the State of Kentucky 0.00% Reduce -6.7% 8,470 $468K
Pensionfund PDN 0.31% No change 8,400 $464K
Two Sigma Advisers, LP 0.00% Add +7.7% 8,400 $464K
Arizona State Retirement System 0.00% Add +1.7% 8,268 $457K
Maryland State Retirement & Pension System 0.01% No change 8,263 $456K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -5.8% 8,011 $442K
Amalgamated Bank 0.00% Reduce -1.3% 7,995 $441K
UniSuper Management Pty Ltd 0.00% No change 7,900 $436K
Voya Investment Management LLC 0.00% Add +1.0% 7,686 $424K
Sterling Capital Management LLC 0.01% Add +3.9% 7,187 $397K
WINTON GROUP Ltd 0.02% New 6,743 $372K
Police & Firemen's Retirement System of New Jersey 0.00% Add +8.2% 6,491 $358K
Oregon Public Employees Retirement Fund 0.01% No change 6,449 $356K
Quantinno Capital Management LP 0.00% New 6,437 $355K
ProShare Advisors LLC 0.00% Reduce -6.5% 6,207 $343K
Pinebridge Investments, L.P. 0.00% Add +17.0% 6,178 $341K
Van Eck Associates Corp. 0.00% Add +9.7% 6,112 $338K
Raymond James Financial Inc. 0.00% Reduce -12.0% 5,991 $331K
Roberts Glore & Co. Inc. 0.10% Add +56.1% 5,928 $327K
Western Wealth Management, LLC 0.02% Reduce -12.4% 5,881 $325K
HighTower Advisors, LLC 0.00% Add +8.9% 5,821 $321K
Sigma Planning Corp 0.01% Add +31.6% 5,758 $318K
Dynamic Advisor Solutions LLC 0.01% Add +2.7% 5,679 $314K
QRG Capital Management, Inc. 0.00% Add +13.8% 5,615 $310K
Corient Private Wealth LP 0.00% Reduce -63.8% 5,583 $308K
Baader Bank Aktiengesellschaft 0.03% Reduce -18.8% 5,500 $304K
Mercer Global Advisors Inc. 0.00% Reduce -18.8% 5,500 $304K
Aigen Investment Management, LP 0.04% Add +23.6% 5,449 $301K
Yousif Capital Management, LLC 0.00% Reduce -0.1% 5,408 $299K
Hancock Whitney Corp. 0.01% Reduce -0.1% 5,361 $296K
SG Americas Securities, LLC 0.00% Reduce -90.7% 5,332 $294K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% Reduce -23.8% 5,313 $293K
STRS Ohio 0.00% No change 5,300 $293K
Bank of Montreal 0.00% Add +4.5% 5,259 $290K
Mystic Asset Management, Inc. 0.07% Add +21.7% 5,179 $286K
Teacher Retirement System of Texas 0.00% Add +19.0% 4,929 $272K
1620 Investment Advisors, Inc. 0.19% Reduce -12.6% 4,854 $268K
Campbell & CO Investment Adviser LLC 0.02% New 4,716 $260K
Metis Global Partners, LLC 0.01% New 4,625 $255K
Cwm, LLC 0.00% Add +60.5% 4,568 $252K
Alps Advisors Inc. 0.00% Add +17.1% 4,528 $250K
Nissay Asset Management Corp. /Japan 0.00% Add +4.3% 4,520 $250K
IFM Investors Pty Ltd 0.00% Reduce -21.3% 4,454 $246K
Sei Investments Co. 0.00% Reduce -13.2% 4,430 $245K
Jones Financial Companies LLLP 0.00% Reduce -9.7% 4,269 $244K
Pensionfund Sabic 0.07% No change 4,404 $243K
Renaissance Technologies 0.00% New 4,400 $243K
Beacon Pointe Advisors, LLC 0.00% Reduce -2.9% 4,354 $240K
Neuberger Berman Group LLC 0.00% New 4,324 $239K
Mariner, LLC 0.00% Reduce -44.0% 4,319 $238K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 4,300 $237K
Atom Investors LP 0.02% Add +14.8% 4,262 $235K
Pathstone Holdings, LLC 0.00% Reduce -73.9% 4,249 $235K
Janney Montgomery Scott LLC 0.00% Reduce -15.6% 4,157 $230K
SummitTX Capital, L.P. 0.01% Reduce -28.4% 3,974 $219K
Kestra Investment Management, LLC 0.01% Reduce -69.8% 3,902 $215K
Envestnet Portfolio Solutions, Inc. 0.00% New 3,886 $215K
First Citizens Bank & Trust Co. 0.00% New 3,860 $213K
Mutual Advisors, LLC 0.01% New 3,921 $211K
Cooper/Haims Advisors, LLC 0.10% New 3,803 $210K
Wealth Enhancement Advisory Services, LLC 0.00% New 3,636 $207K
Hilltop Holdings Inc. 0.01% New 3,715 $205K
Meeder Advisory Services, Inc. 0.01% New 3,686 $204K
Covestor Ltd 0.11% Reduce -9.3% 3,317 $183K
Public Employees Retirement Association of Colorado 0.00% No change 3,149 $174K
Ameritas Investment Partners, Inc. 0.01% No change 2,948 $163K
PNC Financial Services Group, Inc. 0.00% Reduce -4.0% 2,891 $160K
Investors Research Corp 0.03% No change 2,740 $151K
Tower Research Capital LLC (TRC) 0.00% Add +192.2% 2,554 $141K
Catalyst Capital Advisors LLC 0.00% No change 2,390 $132K
Federation des caisses Desjardins du Quebec 0.00% Add +942.2% 1,803 $100K
Allworth Financial LP 0.00% Add +3578.3% 1,692 $93K
Bollard Group LLC 0.00% Add +8.8% 1,589 $88K
Anfield Capital Management, LLC 0.03% No change 1,420 $78K
Larson Financial Group LLC 0.00% Add +234.0% 1,229 $68K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 1,221 $67K
Sierra Ocean, LLC 0.05% No change 1,180 $65K
NFSG Corp 0.01% Add +11.8% 947 $52K
Principal Securities, Inc. 0.00% Reduce -39.8% 900 $50K
Group One Trading LLC 0.00% Add +98.6% 846 $47K
Legend Financial Advisors, Inc. 0.03% New 800 $44K
Farther Finance Advisors, LLC 0.00% Add +4.7% 783 $43K
Headlands Technologies LLC 0.01% Add +109.4% 758 $42K
Signaturefd, LLC 0.00% No change 756 $42K
GAMMA Investing LLC 0.00% Add +20.5% 717 $40K
Shell Asset Management Co. 0.00% Reduce -12.0% 702 $39K
Brooklyn Investment Group 0.00% Add +938.5% 675 $37K
Ssa Swiss Advisors AG 0.02% No change 605 $33K
Independence Bank of Kentucky 0.00% Reduce -4.0% 600 $33K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -23.3% 587 $32K
NewEdge Advisors, LLC 0.00% Reduce -14.5% 583 $32K
KBC Group NV 0.00% Reduce -56.0% 567 $31K
AdvisorNet Financial, Inc 0.00% Add +50.3% 559 $31K
Bokf, NA 0.00% No change 525 $29K
MRP Capital Investments, LLC 0.02% Reduce -72.9% 515 $28K
CENTRAL TRUST Co 0.00% No change 500 $28K
GF Fund Management Co. LTD. 0.00% Reduce -6.9% 500 $28K
Compass Financial Services Inc 0.01% Add +2.9% 498 $27K
Bogart Wealth, LLC 0.00% No change 400 $22K
Smartleaf Asset Management LLC 0.00% Reduce -40.4% 373 $21K
Huntington National Bank 0.00% Reduce -1.2% 331 $18K
Spire Wealth Management 0.00% No change 310 $17K
Capital Analysts, LLC 0.00% Add +2.6% 313 $17K
Summit Securities Group LLC 0.01% New 300 $17K
Fifth Third Bancorp 0.00% Reduce -41.5% 295 $16K
Sound Income Strategies, LLC 0.00% Reduce -12.1% 269 $15K
Horrell Capital Management, Inc. 0.01% No change 250 $14K
Geneos Wealth Management Inc. 0.00% Add +514.3% 215 $12K
Vision Financial Markets LLC 0.01% New 200 $11K
North Star Investment Management Corp. 0.00% No change 195 $11K
CKW Financial Group 0.00% No change 173 $10K
Clean Yield Group 0.00% Add +0.6% 175 $10K
Harbor Capital Advisors, Inc. 0.00% Add +1.3% 154 $9K
WealthCollab, LLC 0.00% Add +97.5% 158 $9K
Global X Japan Co., Ltd. 0.00% No change 156 $9K
MAI Capital Management 0.00% Add +3.4% 151 $8K
Northwestern Mutual Wealth Management Co. 0.00% Add +782.4% 150 $8K
Hantz Financial Services, Inc. 0.00% New 152 $8K
Bessemer Group Inc. 0.00% Add +87.8% 139 $8K
Cape Investment Advisory, Inc. 0.00% Add +243.9% 141 $8K
Bell Investment Advisors, Inc 0.00% Add +47.4% 140 $8K
Ancora Advisors LLC 0.00% No change 127 $7K
True Wealth Design, LLC 0.00% Add +12100.0% 122 $7K
TD Waterhouse Canada Inc. 0.00% No change 112 $6K
CIBC Private Wealth Group LLC 0.00% No change 114 $6K
Transce3nd, LLC 0.00% Add +157.1% 108 $6K
EverSource Wealth Advisors, LLC 0.00% Reduce -37.1% 107 $6K
Arax Advisory Partners 0.00% Reduce -35.8% 106 $6K
Crowley Wealth Management, Inc. 0.01% No change 100 $6K
Aspect Partners, LLC 0.00% Add +42.9% 100 $6K
Clearstead Advisors, LLC 0.00% No change 100 $6K
Assetmark, Inc. 0.00% Reduce -98.7% 97 $5K
Harbour Investments, Inc. 0.00% Reduce -32.1% 95 $5K
DHJJ Financial Advisors, Ltd. 0.00% No change 93 $5K
GHP Investment Advisors, Inc. 0.00% Add +74.0% 87 $5K
UMB Bank, n.a. 0.00% Reduce -47.8% 83 $5K
Painted Porch Advisors LLC 0.00% No change 75 $4K
Twin Peaks Wealth Advisors, LLC 0.00% New 75 $4K
Parallel Advisors, LLC 0.00% Reduce -51.4% 70 $4K
Global Retirement Partners, LLC 0.00% — 67 $4K
Walleye Trading LLC 0.00% New 52 $3K
Brown, Lisle/Cummings, Inc. 0.00% No change 50 $3K
Rothschild Investment LLC 0.00% Reduce -16.7% 50 $3K
Morton Brown Family Wealth, LLC 0.00% No change 49 $3K
Hughes Financial Services, LLC 0.00% No change 50 $3K
Essential Partners LLC 0.00% — 41 $2K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -68.1% 38 $2K
Heritage Wealth Advisors 0.00% Add +5.6% 38 $2K
Kozak & Associates, Inc. 0.00% Add +3.1% 33 $2K
SRH Advisors, LLC 0.00% No change 30 $2K
Rosenberg Matthew Hamilton 0.00% No change 30 $2K
Toth Financial Advisory Corp. 0.00% Reduce -14.3% 30 $2K
CoreCap Advisors, LLC 0.00% Add +20.0% 30 $2K
Clark Wealth Partners 0.00% Add +3.6% 29 $2K
North Capital, Inc. 0.00% Add +3.6% 29 $2K
Private Wealth Management Group, LLC 0.00% Reduce -20.0% 28 $2K
Parkside Financial Bank & Trust 0.00% Add +50.0% 24 $1K
Medallion Wealth Advisors, LLC 0.00% No change 22 $1K
Salem Investment Counselors Inc. 0.00% No change 21 $1K
Versant Capital Management, Inc 0.00% Reduce -70.4% 21 $1K
Scarborough Advisors, LLC 0.00% New 21 $1K
IFS Advisors, LLC 0.00% No change 20 $1K
Farmers & Merchants Investments Inc. 0.00% No change 20 $1K
Blue Trust, Inc. 0.00% No change 20 $1K
Tidemark, LLC 0.00% No change 19 $1K
Strategic Investment Solutions, Inc. 0.00% Add +1000.0% 11 $624
Steward Partners Investment Advisory, LLC 0.00% Add +10.0% 11 $613
Beacon Capital Management, LLC 0.00% No change 10 $568
GPS Wealth Strategies Group, LLC 0.00% Reduce -76.5% 8 $443
Center for Financial Planning, Inc. 0.00% No change 8 $442
Creekmur Asset Management LLC 0.00% Reduce -14.3% 6 $351
MV Capital Management, Inc. 0.00% No change 6 $332
Prestige Wealth Management Group LLC 0.00% No change 5 $277
Stephens Consulting, LLC 0.00% No change 5 $277
SouthState Bank Corp 0.00% New 5 $277
Darwin Wealth Management, LLC 0.00% No change 5 $276
NewSquare Capital LLC 0.00% New 5 $276
Cornerstone Planning Group LLC 0.00% New 5 $261
Smallwood Wealth Investment Management, LLC 0.00% No change 4 $220
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 3 $165
Abound Wealth Management 0.00% No change 2 $111
Albion Financial Group 0.00% No change 1 $75
Kilter Group LLC 0.00% New 1 $43
Picton Mahoney Asset Management 0.00% No change 9 $0
Capital Advisors, Ltd. LLC 0.00% New 5 $0

"% of holder's portfolio" is IIPR's weight in each manager's 13F, not the share of Innovative Industrial Proper the manager owns.