Innovative Industrial ProperIIPR

13F holders, Q3 2025 (September 30)
309holders −4
42new positions
46sold out
5famous investors
$53.79avg. 13F price*

At the end of Q3 2025, 309 institutions reported holding Innovative Industrial Proper (IIPR) in their 13F filings, down 4 from Q2 2025. 42 opened new positions and 46 sold out. The largest holders were BlackRock, Inc. ($249.2M), Vanguard Group Inc. ($228.6M) and State Street Corp. ($89.4M). 5 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions42$16.9M
Exits46$21.8M

All 13F filers, Q2 2025 → Q3 2025: 984,198 shares bought and 1,562,281 shares sold, net −578,083 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 309 holders

BlackRock, Inc. 0.00% Reduce -1.1% 4,651,907 $249.2M
Vanguard Group Inc. 0.00% Reduce -2.8% 4,265,717 $228.6M
State Street Corp. 0.00% Reduce -1.8% 1,612,635 $89.4M
Charles Schwab Investment Management Inc. 0.00% Add +4.3% 516,841 $27.7M
Invesco Ltd. 0.00% Add +15.2% 440,364 $23.6M
Goldman Sachs Group Inc. 0.00% Add +98.4% 403,555 $21.6M
D. E. Shaw & Co. 0.02% Add +27.2% 388,129 $20.8M
Northern Trust Corp. 0.00% Reduce -12.1% 361,475 $19.4M
Bank of New York Mellon Corp 0.00% Reduce -3.1% 343,758 $18.4M
Dimensional Fund Advisors LP 0.00% Reduce -0.1% 333,941 $17.9M
Morgan Stanley 0.00% Reduce -7.6% 313,202 $16.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Add +5.7% 304,527 $16.3M
AlphaCore Capital LLC 0.39% Add +0.8% 211,407 $11.7M
Legal & General Group Plc 0.00% Reduce -11.4% 171,000 $9.2M
Principal Financial Group Inc. 0.00% Reduce -4.0% 166,791 $8.9M
JPMorgan Chase & Co. 0.00% Reduce -15.5% 150,623 $8.1M
Pacer Advisors, Inc. 0.02% Reduce -20.7% 145,366 $7.8M
Thrivent Financial for Lutherans 0.01% Reduce -14.1% 134,687 $7.2M
LSV Asset Management 0.01% Reduce -2.5% 110,700 $5.9M
Public Sector Pension Investment Board 0.02% Reduce -5.4% 109,338 $5.9M
Millennium Management 0.00% Reduce -54.6% 109,227 $5.9M
Nuveen, LLC 0.00% Add +0.5% 94,083 $5.0M
Rhumbline Advisers 0.00% Reduce -5.6% 89,878 $4.8M
Geode Capital Management, LLC 0.00% Add +2.9% 74,617 $4.0M
LMR Partners LLP 0.07% New 72,766 $3.9M
TrueWealth Advisors, LLC 1.05% Add +18.4% 72,660 $3.9M
Ameriprise Financial Inc. 0.00% Reduce -5.6% 71,800 $3.8M
First Trust Advisors LP 0.00% Add +0.1% 70,928 $3.8M
CANADA LIFE ASSURANCE Co 0.01% Add +5.2% 67,949 $3.7M
Quinn Opportunity Partners LLC 0.26% Add +62.2% 66,500 $3.6M
Balyasny Asset Management L.P. 0.01% Add +64.5% 64,364 $3.4M
AQR Capital Management 0.00% Add +36.2% 60,277 $3.2M
Victory Capital Management Inc. 0.00% Add +387.1% 59,592 $3.2M
Tidal Investments LLC 0.01% Add +13.2% 56,909 $3.0M
US Bancorp \de 0.00% Add +0.1% 56,729 $3.0M
Point72 Asset Management 0.01% New 55,065 $3.0M
Swiss National Bank 0.00% No change 54,100 $2.9M
Edgestream Partners, L.P. 0.08% Reduce -63.6% 53,325 $2.9M
MML Investors Services, LLC 0.01% Add +8.0% 52,539 $2.8M
Segall Bryant & Hamill, LLC 0.03% New 47,196 $2.5M
Wedge Capital Management L L P 0.04% Reduce -7.2% 43,974 $2.4M
New York State Teachers Retirement System 0.00% Reduce -6.5% 42,238 $2.3M
Barclays PLC 0.00% Reduce -25.0% 40,357 $2.2M
Nomura Asset Management Co. Ltd. 0.01% No change 40,220 $2.2M
Public Employees Retirement System of Ohio 0.01% Reduce -0.6% 39,907 $2.1M
Asset Management One Co., Ltd. 0.01% Reduce -2.4% 39,057 $2.1M
Prudential Financial Inc. 0.00% Add +29.5% 38,099 $2.0M
Alliancebernstein L.P. 0.00% Reduce -33.3% 37,543 $2.0M
HSBC Holdings PLC 0.00% Add +35.4% 36,900 $2.0M
Macquarie Group Ltd. 0.00% Reduce -8.1% 36,188 $1.9M
Nisa Investment Advisors, LLC 0.01% Add +112.4% 34,702 $1.9M
LPL Financial LLC 0.00% Reduce -1.6% 33,076 $1.8M
Y-Intercept (Hong Kong) Ltd 0.04% Reduce -4.0% 32,708 $1.8M
Cresset Asset Management, LLC 0.01% Add +3.4% 31,094 $1.7M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -1.4% 31,519 $1.7M
Citigroup Inc. 0.00% Reduce -33.1% 31,054 $1.7M
Exchange Traded Concepts, LLC 0.02% Reduce -26.8% 29,458 $1.6M
Deutsche Bank AG 0.00% Add +8.6% 29,215 $1.6M
T. Rowe Price Associates Inc. 0.00% Add +3.8% 29,195 $1.6M
State of Alaska, Department of Revenue 0.02% Reduce -3.5% 29,085 $1.6M
Intech Investment Management LLC 0.01% Reduce -44.1% 28,237 $1.5M
Voloridge Investment Management, LLC 0.01% Reduce -79.2% 28,083 $1.5M
Jane Street Group, LLC 0.00% Reduce -46.0% 27,998 $1.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +1.3% 27,963 $1.5M
Franklin Resources Inc. 0.00% Add +11.2% 27,409 $1.5M
Allianz Asset Management GmbH 0.00% Add +71.6% 26,861 $1.4M
BNP Paribas Financial Markets 0.00% Reduce -38.8% 26,787 $1.4M
California State Teachers Retirement System 0.00% Add +0.0% 26,153 $1.4M
Mackenzie Financial Corp. 0.00% Reduce -0.0% 26,148 $1.4M
Capital Fund Management S.A. 0.01% Reduce -5.8% 25,954 $1.4M
Engineers Gate Manager LP 0.02% Reduce -30.5% 25,450 $1.4M
Cetera Investment Advisers 0.00% Add +93.9% 25,283 $1.4M
Citadel Advisors 0.00% Reduce -60.3% 23,758 $1.3M
Commonwealth Equity Services, LLC 0.00% Reduce -20.4% 23,466 $1.3M
Manufacturers Life Insurance Company, The 0.00% Reduce -4.0% 22,937 $1.2M
Martingale Asset Management L P 0.03% Add +79.0% 22,708 $1.2M
Osaic Holdings, Inc. 0.00% Add +6.1% 21,865 $1.2M
Summit Global Investments 0.07% New 21,982 $1.2M
UBS Group AG 0.00% Reduce -14.5% 21,696 $1.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +4.3% 21,410 $1.1M
Wells Fargo & Company 0.00% Reduce -6.8% 21,310 $1.1M
Sunbelt Securities, Inc. 0.08% Add +38.1% 20,515 $1.1M
Penserra Capital Management LLC 0.01% Add +3.4% 19,111 $1.0M
RD Lewis Holdings, Inc. 0.90% Add +3.0% 18,982 $958K
Black Swift Group, LLC 0.17% New 17,795 $953K
MetLife Investment Management, LLC 0.00% Reduce -0.1% 17,432 $934K
AXA Investment Managers S.A. 0.00% — 17,086 $915K
PEAK6 LLC 0.02% Reduce -11.1% 17,074 $915K
OMERS ADMINISTRATION Corp 0.01% No change 16,700 $895K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +0.3% 16,156 $866K
Qube Research & Technologies Ltd 0.00% New 14,973 $802K
Verition Fund Management LLC 0.00% Reduce -15.1% 14,882 $797K
FCG Investment Co 0.37% Add +41.8% 14,880 $797K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -2.5% 14,851 $796K
Klein Pavlis & Peasley Financial, Inc. 0.49% Reduce -2.9% 14,771 $791K
Illinois Municipal Retirement Fund 0.01% Reduce -0.1% 14,723 $789K
Amundi 0.00% Add +3.9% 14,178 $779K
Centaurus Financial, Inc. 0.03% Add +5.2% 13,615 $730K
American Century Companies Inc. 0.00% Add +6.3% 13,278 $711K
Bank of America Corp. 0.00% Reduce -0.0% 13,192 $707K
DekaBank Deutsche Girozentrale 0.00% No change 6,473 $693K
Janus Henderson Group PLC 0.00% No change 12,925 $692K
Louisiana State Employees Retirement System 0.01% Reduce -1.5% 12,900 $691K
Resona Asset Management Co.,Ltd. 0.00% Add +8.8% 12,366 $679K
Russell Investments Group, Ltd. 0.00% Reduce -24.4% 12,308 $659K
Freestone Grove Partners LP 0.00% Reduce -29.3% 12,217 $655K
SG Americas Securities, LLC 0.00% Add +122.2% 11,849 $635K
Vident Advisory, LLC 0.01% Add +19.7% 11,631 $623K
KLP Kapitalforvaltning As 0.00% No change 11,100 $613K
Advisors Asset Management, Inc. 0.01% Add +13.6% 11,035 $591K
Two Sigma Advisers, LP 0.00% Add +25.0% 10,500 $563K
Ethos Financial Group, LLC 0.04% Add +18.4% 10,435 $559K
Cambria Investment Management, L.P. 0.03% Add +15.6% 10,361 $555K
Daiwa Securities Group Inc. 0.00% Add +3.1% 10,180 $545K
Eschler Asset Management LLP 0.40% New 10,165 $545K
Alpine Global Management, LLC 0.14% New 10,100 $541K
New York State Common Retirement Fund 0.00% No change 9,736 $522K
Quantinno Capital Management LP 0.00% Add +47.8% 9,516 $510K
Cambridge Investment Research Advisors, Inc. 0.00% Add +10.5% 8,853 $474K
Pensionfund PDN 0.29% No change 8,400 $450K
Arizona State Retirement System 0.00% Add +0.3% 8,289 $444K
Amalgamated Bank 0.00% Add +3.4% 8,270 $443K
AlphaQuest LLC 0.03% Reduce -18.2% 8,189 $439K
Teachers Retirement System of the State of Kentucky 0.00% Reduce -6.1% 7,950 $426K
Susquehanna International Group, LLP 0.00% Reduce -81.0% 7,940 $425K
Sigma Planning Corp 0.01% Add +37.8% 7,934 $425K
Royal Bank of Canada 0.00% Reduce -65.3% 7,940 $425K
UniSuper Management Pty Ltd 0.00% No change 7,900 $423K
Police & Firemen's Retirement System of New Jersey 0.00% Add +18.6% 7,699 $413K
PFG Investments, LLC 0.02% Reduce -14.1% 7,689 $412K
Squarepoint Ops LLC 0.00% Reduce -74.5% 7,321 $392K
Van Eck Associates Corp. 0.00% Add +10.8% 6,772 $363K
Dark Forest Capital Management LP 0.01% Reduce -44.2% 6,766 $363K
Campbell & CO Investment Adviser LLC 0.03% Add +39.8% 6,595 $353K
Wealth Enhancement Advisory Services, LLC 0.00% Add +70.9% 6,214 $341K
Raymond James Financial Inc. 0.00% Add +5.6% 6,328 $339K
Metis Global Partners, LLC 0.01% Add +36.6% 6,317 $338K
Oregon Public Employees Retirement Fund 0.00% Reduce -2.1% 6,312 $338K
Baader Bank Aktiengesellschaft 0.03% Add +20.4% 6,625 $332K
Guyasuta Investment Advisors Inc. 0.02% New 6,182 $331K
Pinebridge Investments, L.P. 0.00% No change 6,178 $331K
Aberdeen Group plc 0.00% New 6,192 $327K
Quadrature Capital Ltd 0.00% New 5,968 $319K
Sei Investments Co. 0.00% Add +34.5% 5,957 $319K
FourThought Financial Partners, LLC 0.03% New 5,784 $310K
Envestnet Portfolio Solutions, Inc. 0.00% Add +48.6% 5,774 $309K
First Citizens Bank & Trust Co. 0.01% Add +49.5% 5,772 $309K
Ieq Capital, LLC 0.00% New 5,757 $308K
Cwm, LLC 0.00% Add +21.5% 5,550 $297K
Oppenheimer & Co. Inc. 0.00% New 5,538 $297K
Cerity Partners LLC 0.00% New 5,517 $296K
Mystic Asset Management, Inc. 0.07% Add +6.2% 5,499 $295K
Alps Advisors Inc. 0.00% Add +20.6% 5,462 $293K
Brevan Howard Capital Management LP 0.00% Reduce -85.0% 5,392 $289K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% No change 5,313 $285K
ProShare Advisors LLC 0.00% Reduce -15.6% 5,239 $281K
Voya Investment Management LLC 0.00% Reduce -33.6% 5,101 $273K
Quantbot Technologies LP 0.01% Reduce -90.1% 5,025 $269K
STRS Ohio 0.00% Reduce -5.7% 5,000 $268K
Entropy Technologies, LP 0.02% New 4,995 $268K
Versor Investments LP 0.05% Reduce -51.3% 4,928 $264K
Catalyst Capital Advisors LLC 0.01% Add +104.6% 4,890 $262K
Mercer Global Advisors Inc. 0.00% Reduce -12.0% 4,841 $259K
1620 Investment Advisors, Inc. 0.18% Reduce -0.7% 4,819 $258K
Twinbeech Capital LP 0.01% Reduce -58.9% 4,808 $258K
Beacon Pointe Advisors, LLC 0.00% Add +8.5% 4,724 $253K
Neuberger Berman Group LLC 0.00% Add +9.1% 4,717 $253K
SMH Capital Advisors Inc. 0.50% New 4,890 $245K
IFM Investors Pty Ltd 0.00% No change 4,454 $243K
Nissay Asset Management Corp. /Japan 0.00% No change 4,520 $242K
Corient Private Wealth LP 0.00% Reduce -19.3% 4,508 $242K
Allworth Financial LP 0.00% Add +166.3% 4,506 $241K
Pensionfund Sabic 0.06% No change 4,404 $236K
Yousif Capital Management, LLC 0.00% Reduce -19.9% 4,333 $232K
Jones Financial Companies LLLP 0.00% Reduce -3.3% 4,127 $225K
Maryland State Retirement & Pension System 0.00% Reduce -50.6% 4,081 $219K
Western Wealth Management, LLC 0.01% Reduce -31.3% 4,038 $216K
Janney Montgomery Scott LLC 0.00% Reduce -3.0% 4,031 $216K
Cooper/Haims Advisors, LLC 0.10% Add +3.4% 3,934 $211K
Focus Financial Network, Inc. 0.01% New 3,926 $210K
Pathstone Holdings, LLC 0.00% Reduce -8.5% 3,888 $208K
Mariner, LLC 0.00% Reduce -10.2% 3,878 $208K
Wolverine Trading, LLC 0.00% New 3,744 $206K
Roberts Glore & Co. Inc. 0.06% Reduce -35.9% 3,800 $204K
HighTower Advisors, LLC 0.00% Reduce -35.5% 3,755 $201K
Covestor Ltd 0.11% Add +13.1% 3,750 $201K
Public Employees Retirement Association of Colorado 0.00% No change 3,149 $169K
Investors Research Corp 0.03% No change 2,740 $147K
PNC Financial Services Group, Inc. 0.00% Reduce -5.6% 2,729 $146K
Ameritas Investment Partners, Inc. 0.00% Reduce -21.2% 2,322 $124K
Northwestern Mutual Wealth Management Co. 0.00% Add +1304.0% 2,106 $113K
Meeder Asset Management Inc. 0.01% New 2,080 $111K
Sterling Capital Management LLC 0.00% Reduce -73.2% 1,924 $103K
Federation des caisses Desjardins du Quebec 0.00% Add +5.7% 1,905 $102K
Bollard Group LLC 0.00% Add +3.4% 1,643 $88K
Anfield Capital Management, LLC 0.02% No change 1,420 $76K
Farther Finance Advisors, LLC 0.00% Add +77.5% 1,390 $74K
Rockefeller Capital Management L.P. 0.00% New 1,358 $73K
KBC Group NV 0.00% Add +129.4% 1,301 $70K
Pilgrim Partners Asia Pte Ltd 0.02% — 980 $53K
NFSG Corp 0.01% No change 947 $51K
Principal Securities, Inc. 0.00% Reduce -2.4% 878 $47K
Hantz Financial Services, Inc. 0.00% Add +482.2% 885 $47K
Caitlin John, LLC 0.03% New 824 $44K
GAMMA Investing LLC 0.00% Add +11.7% 801 $43K
Signaturefd, LLC 0.00% Add +0.1% 757 $41K
Tower Research Capital LLC (TRC) 0.00% Reduce -71.5% 729 $39K
Huntington National Bank 0.00% Add +110.6% 697 $37K
Advisory Services Network, LLC 0.00% New 643 $34K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +4.6% 614 $33K
FNY Investment Advisers, LLC 0.01% New 600 $32K
Bokf, NA 0.00% Add +10.9% 582 $31K
AdvisorNet Financial, Inc 0.00% Add +3.2% 577 $31K
Arax Advisory Partners 0.00% Add +409.4% 540 $29K
MRP Capital Investments, LLC 0.02% No change 515 $28K
Compass Financial Services Inc 0.01% Add +2.6% 511 $27K
Summit Securities Group LLC 0.01% Add +66.7% 500 $27K
CENTRAL TRUST Co 0.00% No change 500 $27K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -61.6% 469 $25K
GF Fund Management Co. LTD. 0.00% Reduce -7.6% 462 $25K
Smartleaf Asset Management LLC 0.00% Add +10.7% 413 $23K
Group One Trading LLC 0.00% Reduce -52.6% 401 $21K
Bogart Wealth, LLC 0.00% No change 400 $21K
Larson Financial Group LLC 0.00% Reduce -68.4% 388 $21K
Capital Analysts, LLC 0.00% Add +2.2% 320 $17K
Spire Wealth Management 0.00% No change 310 $17K
Sound Income Strategies, LLC 0.00% Add +3.0% 277 $15K
Optiver Holding B.V. 0.00% New 256 $14K
Horrell Capital Management, Inc. 0.01% No change 250 $13K
Versant Capital Management, Inc 0.00% Add +1071.4% 246 $13K
North Star Investment Management Corp. 0.00% Add +25.6% 245 $13K
Geneos Wealth Management Inc. 0.00% No change 215 $12K
Essential Partners LLC 0.00% Add +392.7% 202 $11K
Salomon & Ludwin, LLC 0.00% New 190 $11K
Hilltop National Bank 0.00% New 200 $11K
Westfuller Advisors, LLC 0.00% New 191 $11K
CKW Financial Group 0.00% No change 173 $10K
Clean Yield Group 0.00% Add +0.6% 176 $9K
Bessemer Group Inc. 0.00% Add +20.1% 167 $9K
Root Financial Partners, LLC 0.00% New 164 $9K
WealthCollab, LLC 0.00% No change 158 $8K
Global X Japan Co., Ltd. 0.00% Reduce -3.2% 151 $8K
Harbor Capital Advisors, Inc. 0.00% Add +1.9% 157 $8K
Fifth Third Bancorp 0.00% Reduce -52.9% 139 $7K
NewEdge Advisors, LLC 0.00% Reduce -77.9% 129 $7K
MAI Capital Management 0.00% Reduce -20.5% 120 $6K
TD Waterhouse Canada Inc. 0.00% No change 112 $6K
UMB Bank, n.a. 0.00% Add +28.9% 107 $6K
Clearstead Advisors, LLC 0.00% Add +5.0% 105 $6K
Crowley Wealth Management, Inc. 0.00% No change 100 $5K
Aspect Partners, LLC 0.00% No change 100 $5K
HHM Wealth Advisors, LLC 0.00% New 100 $5K
Harbour Investments, Inc. 0.00% Add +3.2% 98 $5K
EverSource Wealth Advisors, LLC 0.00% Reduce -10.3% 96 $5K
DHJJ Financial Advisors, Ltd. 0.00% No change 93 $5K
CIBC Private Wealth Group LLC 0.00% Reduce -20.2% 91 $5K
Ancora Advisors LLC 0.00% Reduce -37.0% 80 $4K
Strategic Investment Solutions, Inc. 0.00% Add +590.9% 76 $4K
Shell Asset Management Co. 0.00% Reduce -90.2% 69 $4K
Painted Porch Advisors LLC 0.00% No change 75 $4K
Assetmark, Inc. 0.00% Reduce -24.7% 73 $4K
Cullen/Frost Bankers, Inc. 0.00% New 72 $4K
Parallel Advisors, LLC 0.00% No change 70 $4K
Steward Partners Investment Advisory, LLC 0.00% Add +454.6% 61 $3K
Private Wealth Management Group, LLC 0.00% Add +110.7% 59 $3K
Measured Wealth Private Client Group, LLC 0.00% New 59 $3K
Brown, Lisle/Cummings, Inc. 0.00% No change 50 $3K
Morton Brown Family Wealth, LLC 0.00% No change 49 $3K
Hughes Financial Services, LLC 0.00% No change 50 $3K
National Bank of Canada 0.00% New 47 $3K
Quadrant Capital Group LLC 0.00% New 39 $2K
Heritage Wealth Advisors 0.00% Add +2.6% 39 $2K
Quarry LP 0.00% New 35 $2K
Cornerstone Planning Group LLC 0.00% Add +600.0% 35 $2K
True Wealth Design, LLC 0.00% Reduce -73.8% 32 $2K
North Capital, Inc. 0.00% Add +6.9% 31 $2K
SRH Advisors, LLC 0.00% No change 30 $2K
Rosenberg Matthew Hamilton 0.00% No change 30 $2K
Rothschild Investment LLC 0.00% Reduce -40.0% 30 $2K
CoreCap Advisors, LLC 0.00% No change 30 $2K
Point72 Europe (London) LLP 0.00% New 29 $2K
Clark Wealth Partners 0.00% Add +6.9% 31 $1K
Parkside Financial Bank & Trust 0.00% Reduce -8.3% 22 $1K
Medallion Wealth Advisors, LLC 0.00% No change 22 $1K
Salem Investment Counselors Inc. 0.00% No change 21 $1K
Scarborough Advisors, LLC 0.00% No change 21 $1K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -47.4% 20 $1K
Farmers & Merchants Investments Inc. 0.00% No change 20 $1K
Blue Trust, Inc. 0.00% No change 20 $1K
IFS Advisors, LLC 0.00% No change 20 $1K
Tidemark, LLC 0.00% No change 19 $1K
Global Retirement Partners, LLC 0.00% Reduce -77.6% 15 $805
Bell Investment Advisors, Inc 0.00% Reduce -91.4% 12 $643
Financial Consulate, Inc. 0.00% New 9 $483
GPS Wealth Strategies Group, LLC 0.00% No change 8 $444
Transamerica Financial Advisors, LLC 0.00% New 8 $442
MV Capital Management, Inc. 0.00% No change 6 $322
Creekmur Asset Management LLC 0.00% No change 6 $299
Retirement Wealth Solutions LLC 0.00% New 5 $268
West Oak Capital, LLC 0.00% New 500 $268
Prestige Wealth Management Group LLC 0.00% No change 5 $268
IFP Advisors, Inc 0.00% Add +0.0% 5 $268
Smallwood Wealth Investment Management, LLC 0.00% No change 4 $214
Wealthspire Advisors, LLC 0.00% New 4 $214
Abound Wealth Management 0.00% No change 2 $108
Albion Financial Group 0.00% No change 1 $75
Kozak & Associates, Inc. 0.00% Reduce -97.0% 1 $44
Picton Mahoney Asset Management 0.00% No change 9 $0
Capital Advisors, Ltd. LLC 0.00% No change 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.