Innovative Industrial ProperIIPR

13F holders, Q1 2026 (March 31)
300holders +7
34new positions
28sold out
5famous investors
$50.34avg. 13F price*

At the end of Q1 2026, 300 institutions reported holding Innovative Industrial Proper (IIPR) in their 13F filings, up 7 from Q4 2025. 34 opened new positions and 28 sold out. The largest holders were BlackRock, Inc. ($239.8M), Vanguard Portfolio Management LLC ($136.9M) and State Street Corp. ($82.6M). 5 famous investors held it, including Steve Cohen (0.0% of Point72 Asset Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions34$10.8M
Exits28$10.9M

All 13F filers, Q4 2025 → Q1 2026: 1,729,187 shares bought and 1,002,184 shares sold, net +727,003 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 300 holders

BlackRock, Inc. 0.00% Add +1.0% 4,781,589 $239.8M
Vanguard Portfolio Management LLC 0.01% — 2,728,989 $136.9M
State Street Corp. 0.00% Reduce -1.1% 1,586,674 $82.6M
Vanguard Capital Management LLC 0.00% — 1,242,162 $62.3M
Charles Schwab Investment Management Inc. 0.00% Add +6.1% 573,633 $28.8M
Goldman Sachs Group Inc. 0.00% Add +6.4% 541,919 $27.2M
Arrowstreet Capital, Limited Partnership 0.01% Add +3423.1% 539,600 $27.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% Add +60.0% 516,111 $25.9M
Invesco Ltd. 0.00% Add +0.5% 496,077 $24.9M
Point72 Asset Management 0.04% Add +151.8% 464,907 $23.3M
Northern Trust Corp. 0.00% Add +7.6% 380,287 $19.1M
Dimensional Fund Advisors LP 0.00% Add +4.7% 366,811 $18.4M
D. E. Shaw & Co. 0.02% Reduce -23.3% 362,714 $18.2M
AlphaCore Capital LLC 0.26% Add +0.1% 214,482 $11.2M
Morgan Stanley 0.00% Reduce -20.1% 207,274 $10.4M
Bank of New York Mellon Corp 0.00% Reduce -1.9% 191,314 $9.6M
Principal Financial Group Inc. 0.00% Reduce -0.1% 183,835 $9.2M
Vanguard Fiduciary Trust Co. 0.00% — 181,144 $9.1M
Legal & General Group Plc 0.00% Reduce -8.0% 178,476 $9.0M
Thrivent Financial for Lutherans 0.01% Add +7.5% 153,063 $7.7M
JPMorgan Chase & Co. 0.00% Reduce -20.3% 132,514 $6.7M
Pacer Advisors, Inc. 0.02% Add +12.3% 130,218 $6.5M
LSV Asset Management 0.01% Reduce -2.8% 106,200 $5.3M
First Trust Advisors LP 0.00% Add +20.4% 100,294 $5.0M
Public Sector Pension Investment Board 0.02% Add +3.2% 100,241 $5.0M
Geode Capital Management, LLC 0.00% Add +27.5% 98,121 $4.9M
Rhumbline Advisers 0.00% Add +5.1% 89,167 $4.5M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.03% Add +17.9% 85,550 $4.3M
Victory Capital Management Inc. 0.00% Add +0.1% 85,127 $4.3M
TrueWealth Advisors, LLC 0.95% Add +5.8% 75,290 $3.8M
CANADA LIFE ASSURANCE Co 0.01% Reduce -2.1% 68,245 $3.4M
Quinn Opportunity Partners LLC 0.18% No change 66,500 $3.3M
Nuveen, LLC 0.00% Reduce -28.7% 65,878 $3.3M
Ameriprise Financial Inc. 0.00% Reduce -1.5% 66,015 $3.3M
Bessemer Group Inc. 0.01% Add +0.1% 63,658 $3.2M
Balyasny Asset Management L.P. 0.01% Add +82.3% 59,605 $3.0M
US Bancorp \de 0.00% No change 59,315 $3.0M
AQR Capital Management 0.00% Add +0.6% 56,561 $2.8M
Swiss National Bank 0.00% No change 55,300 $2.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 53,651 $2.7M
HSBC Holdings PLC 0.00% Add +15.2% 51,932 $2.6M
Prudential Financial Inc. 0.00% Add +2.3% 51,517 $2.6M
Engineers Gate Manager LP 0.03% Reduce -1.1% 48,900 $2.5M
Tidal Investments LLC 0.01% Reduce -9.1% 48,137 $2.4M
Segall Bryant & Hamill, LLC 0.03% Reduce -2.7% 45,948 $2.3M
Nomura Asset Management Co. Ltd. 0.01% Add +6.2% 44,960 $2.3M
New York State Teachers Retirement System 0.00% Reduce -2.1% 40,800 $2.0M
CSM Advisors, LLC 0.05% Add +9.7% 40,294 $2.0M
Millennium Management 0.00% Reduce -84.0% 40,041 $2.0M
Citigroup Inc. 0.00% Add +6.8% 39,854 $2.0M
Asset Management One Co., Ltd. 0.01% No change 39,425 $2.0M
Advisors Asset Management, Inc. 0.03% Add +240.4% 39,315 $2.0M
MML Investors Services, LLC 0.01% Reduce -45.3% 38,943 $2.0M
Macquarie Group Ltd. 0.01% Add +4.8% 37,779 $1.9M
Exchange Traded Concepts, LLC 0.01% Add +6.7% 36,897 $1.9M
Franklin Resources Inc. 0.00% Reduce -7.8% 36,411 $1.8M
Picton Mahoney Asset Management 0.02% Add +387233.3% 34,860 $1.7M
Alliancebernstein L.P. 0.00% Reduce -0.6% 36,340 $1.7M
T. Rowe Price Associates Inc. 0.00% Add +16.4% 33,811 $1.7M
Martingale Asset Management L P 0.04% Add +13.2% 33,426 $1.7M
Deutsche Bank AG 0.00% Add +9.0% 33,288 $1.7M
Cresset Asset Management, LLC 0.01% Add +1.4% 31,767 $1.7M
Public Employees Retirement System of Ohio 0.01% Reduce -16.8% 32,132 $1.6M
Nisa Investment Advisors, LLC 0.01% Add +61.4% 29,729 $1.5M
Edgestream Partners, L.P. 0.05% Reduce -75.8% 30,584 $1.5M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -1.7% 30,527 $1.5M
Bank of America Corp. 0.00% Add +76.2% 29,413 $1.5M
SG Americas Securities, LLC 0.00% Add +17.1% 29,183 $1.5M
State of Alaska, Department of Revenue 0.02% Reduce -1.7% 28,972 $1.5M
Quantbot Technologies LP 0.06% Add +494.7% 28,598 $1.4M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +1.5% 28,366 $1.4M
Commonwealth Equity Services, LLC 0.00% Add +14.2% 27,428 $1.4M
Sunbelt Securities, Inc. 0.09% Add +5.3% 27,131 $1.4M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% — 27,040 $1.4M
Summit Financial, LLC 0.02% New 25,769 $1.3M
Vanguard Investments Australia, Ltd. 0.00% — 26,631 $1.3M
Allianz Asset Management GmbH 0.00% Reduce -1.1% 26,381 $1.3M
California State Teachers Retirement System 0.00% Reduce -0.8% 25,922 $1.3M
LPL Financial LLC 0.00% Reduce -7.8% 25,554 $1.3M
Capital Fund Management S.A. 0.01% Reduce -8.3% 25,134 $1.3M
Penserra Capital Management LLC 0.01% Add +2.8% 24,451 $1.2M
Mackenzie Financial Corp. 0.00% Reduce -6.8% 24,076 $1.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +3.8% 22,223 $1.1M
American Century Companies Inc. 0.00% Add +9.8% 22,089 $1.1M
Manufacturers Life Insurance Company, The 0.00% Reduce -0.8% 21,965 $1.1M
Citadel Advisors 0.00% Add +86.5% 20,704 $1.0M
Cetera Investment Advisers 0.00% Reduce -8.3% 20,301 $1.0M
Nomura Asset Management International Inc. 0.00% No change 20,071 $1.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +21.8% 19,431 $975K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +29.3% 19,195 $963K
Amundi 0.00% Add +14.0% 18,616 $934K
OMERS ADMINISTRATION Corp 0.01% Add +11.4% 18,600 $933K
UBS Group AG 0.00% Add +20.2% 17,758 $891K
Summit Global Investments 0.05% Reduce -19.4% 17,205 $863K
MetLife Investment Management, LLC 0.00% Reduce -0.6% 16,331 $819K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +1.5% 16,322 $819K
Black Swift Group, LLC 0.13% Reduce -19.2% 15,225 $764K
North Star Investment Management Corp. 0.05% Add +33333.3% 15,045 $755K
Quantinno Capital Management LP 0.00% Add +32.0% 14,304 $717K
Illinois Municipal Retirement Fund 0.01% Reduce -1.3% 14,173 $711K
Centaurus Financial, Inc. 0.03% Add +1.9% 14,119 $708K
Mitsubishi UFJ Trust & Banking Corp 0.00% New 13,077 $656K
Voloridge Investment Management, LLC 0.00% New 13,006 $652K
Janus Henderson Group PLC 0.00% No change 12,925 $649K
Two Sigma Investments, LP 0.00% New 12,900 $647K
Cambridge Investment Research Advisors, Inc. 0.00% Add +16.0% 12,810 $643K
BNP Paribas Financial Markets 0.00% Add +58.8% 12,796 $642K
Resona Asset Management Co.,Ltd. 0.00% Add +6.7% 12,448 $631K
Vestcor Inc 0.02% New 12,561 $630K
Susquehanna International Group, LLP 0.00% Reduce -38.2% 12,532 $629K
Louisiana State Employees Retirement System 0.01% Reduce -3.1% 12,400 $622K
Cambria Investment Management, L.P. 0.03% Add +17.2% 12,147 $609K
KLP Kapitalforvaltning As 0.00% No change 11,500 $595K
Guggenheim Capital LLC 0.00% Add +3.2% 11,814 $593K
Vanguard Global Advisers, LLC 0.00% — 11,228 $563K
Daiwa Securities Group Inc. 0.00% Add +4.9% 11,099 $557K
Russell Investments Group, Ltd. 0.00% Add +91.3% 10,725 $538K
Wells Fargo & Company 0.00% Reduce -66.3% 10,503 $527K
Brevan Howard Capital Management LP 0.01% Reduce -1.5% 9,931 $498K
Sigma Planning Corp 0.01% Add +13.2% 9,892 $496K
New York State Common Retirement Fund 0.00% No change 9,736 $488K
Aberdeen Group plc 0.00% Add +17.4% 9,636 $483K
Ethos Financial Group, LLC 0.03% No change 9,756 $462K
RD Lewis Holdings, Inc. 0.39% Reduce -16.7% 8,932 $447K
Pensionfund PDN 0.24% No change 8,400 $421K
Amalgamated Bank 0.00% Reduce -0.9% 8,060 $404K
First Citizens Bank & Trust Co. 0.01% Add +37.8% 7,906 $397K
Van Eck Associates Corp. 0.00% Add +5.5% 7,842 $393K
Vident Advisory, LLC 0.00% Reduce -22.1% 7,763 $389K
Police & Firemen's Retirement System of New Jersey 0.00% Add +10.4% 7,748 $389K
Campbell & CO Investment Adviser LLC 0.02% Reduce -28.5% 7,744 $388K
Arizona State Retirement System 0.00% Reduce -1.4% 7,694 $386K
Envestnet Portfolio Solutions, Inc. 0.00% Add +32.1% 7,580 $380K
Cerity Partners LLC 0.00% Reduce -0.2% 7,569 $380K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% No change 7,535 $378K
IMC-Chicago, LLC 0.01% Reduce -29.0% 7,508 $377K
Metis Global Partners, LLC 0.01% Add +10.8% 7,343 $368K
PFG Investments, LLC 0.02% Add +3.3% 7,300 $366K
Aster Capital Management (DIFC) Ltd 0.12% Add +1815.6% 6,743 $365K
Teachers Retirement System of the State of Kentucky 0.00% No change 7,032 $353K
Royal Bank of Canada 0.00% Reduce -12.3% 6,793 $340K
Intech Investment Management LLC 0.00% Reduce -59.8% 6,686 $335K
Osaic Holdings, Inc. 0.00% Reduce -50.5% 6,647 $335K
Los Angeles Capital Management LLC 0.00% Add +866.1% 6,676 $335K
DekaBank Deutsche Girozentrale 0.00% No change 6,473 $334K
Roberts Glore & Co. Inc. 0.09% Reduce -16.4% 6,650 $334K
Barclays PLC 0.00% Reduce -85.4% 6,478 $325K
Oregon Public Employees Retirement Fund 0.00% No change 6,412 $322K
NewEdge Advisors, LLC 0.00% Add +199.0% 6,369 $319K
Sterling Capital Management LLC 0.01% Reduce -37.6% 6,002 $301K
Brookwood Investment Group LLC 0.04% Reduce -63.4% 6,000 $301K
Private Advisor Group, LLC 0.00% New 5,966 $299K
Mystic Asset Management, Inc. 0.07% No change 5,919 $297K
Oppenheimer & Co. Inc. 0.00% Add +6.3% 5,913 $297K
Sei Investments Co. 0.00% Reduce -1.2% 5,872 $295K
Nomura Holdings Inc. 0.00% Reduce -8.4% 5,776 $290K
UniSuper Management Pty Ltd 0.00% No change 5,600 $281K
Holocene Advisors, LP 0.00% New 5,570 $279K
Raymond James Financial Inc. 0.00% Reduce -0.5% 5,512 $276K
Baader Bank Aktiengesellschaft 0.03% Reduce -1.7% 5,500 $276K
Pinebridge Investments LLC 0.00% Reduce -6.7% 5,331 $267K
Vanguard Personalized Indexing Management, LLC 0.00% New 5,025 $252K
Neuberger Berman Group LLC 0.00% New 4,961 $249K
Jones Financial Companies LLLP 0.00% Add +7.5% 4,883 $249K
SMH Capital Advisors Inc. 0.69% No change 4,890 $245K
Catalyst Capital Advisors LLC 0.00% No change 4,890 $245K
Voya Investment Management LLC 0.00% Reduce -2.4% 4,871 $244K
STRS Ohio 0.00% Reduce -4.0% 4,800 $241K
Mercer Global Advisors Inc. 0.00% New 4,751 $238K
FCG Investment Co 0.10% — 4,740 $238K
Nissay Asset Management Corp. /Japan 0.00% Reduce -0.2% 4,687 $235K
Detalus Advisors, LLC 0.05% New 4,485 $225K
IFM Investors Pty Ltd 0.00% New 4,480 $225K
Pensionfund Sabic 0.27% No change 4,404 $221K
Beacon Pointe Advisors, LLC 0.00% New 4,385 $220K
Moors & Cabot, Inc. 0.01% New 4,380 $220K
1620 Investment Advisors, Inc. 0.15% Add +0.4% 4,336 $218K
ProShare Advisors LLC 0.00% Reduce -20.0% 4,326 $217K
Cwm, LLC 0.00% Reduce -9.6% 4,291 $215K
Creative Planning 0.00% New 4,286 $215K
Cooper/Haims Advisors, LLC 0.10% New 4,223 $212K
Alps Advisors Inc. 0.00% New 4,201 $211K
Yousif Capital Management, LLC 0.00% Reduce -1.7% 4,187 $210K
QRG Capital Management, Inc. 0.00% New 4,176 $209K
HighTower Advisors, LLC 0.00% New 4,105 $206K
Maryland State Retirement & Pension System 0.00% New 4,081 $205K
Virtue Capital Management, LLC 0.03% New 4,010 $204K
Prism Advisors, Inc. 0.05% New 3,999 $201K
Focus Financial Network, Inc. 0.01% New 3,994 $200K
Allworth Financial LP 0.00% Reduce -19.5% 3,795 $190K
Federation des caisses Desjardins du Quebec 0.00% Add +47.2% 3,407 $171K
PNC Financial Services Group, Inc. 0.00% Add +6.1% 3,173 $159K
Public Employees Retirement Association of Colorado 0.00% No change 3,149 $158K
Investors Research Corp 0.03% No change 2,700 $135K
Ameritas Investment Partners, Inc. 0.00% No change 2,322 $116K
Virtus Advisers, LLC 0.05% Reduce -19.4% 2,300 $115K
Tower Research Capital LLC (TRC) 0.00% Add +46.2% 1,982 $99K
FNY Investment Advisers, LLC 0.03% New 1,500 $75K
Rockefeller Capital Management L.P. 0.00% Add +3.7% 1,448 $73K
Anfield Capital Management, LLC 0.02% No change 1,420 $71K
GAMMA Investing LLC 0.00% Add +131.4% 1,356 $68K
Bollard Group LLC 0.00% Reduce -21.2% 1,341 $67K
KBC Group NV 0.00% No change 1,301 $65K
Covestor Ltd 0.04% Reduce -60.8% 1,264 $64K
NFSG Corp 0.01% Reduce -10.6% 847 $42K
Farther Finance Advisors, LLC 0.00% Reduce -40.9% 828 $41K
Signaturefd, LLC 0.00% Add +0.1% 810 $41K
Huntington National Bank 0.00% Reduce -4.3% 667 $33K
Freestone Grove Partners LP 0.00% Reduce -94.8% 648 $33K
AdvisorNet Financial, Inc 0.00% Add +3.5% 615 $31K
Pinnacle Wealth Planning Services, Inc. 0.00% Add +48.7% 583 $29K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -29.6% 577 $29K
Caitlin John, LLC 0.02% Add +1.4% 574 $29K
CENTRAL TRUST Co 0.00% Add +13.4% 567 $28K
Bokf, NA 0.00% Reduce -9.8% 525 $26K
International Assets Investment Management, LLC 0.00% Add +0.6% 525 $26K
Triumph Capital Management 0.00% Reduce -20.3% 425 $22K
GF Fund Management Co. LTD. 0.00% Reduce -8.6% 424 $21K
Bogart Wealth, LLC 0.00% No change 400 $20K
Hantz Financial Services, Inc. 0.00% Reduce -70.8% 390 $20K
Harbour Investments, Inc. 0.00% Add +15.8% 337 $17K
Harbor Capital Advisors, Inc. 0.00% Add +102.6% 312 $16K
Capital Analysts, LLC 0.00% Add +2.8% 336 $16K
Vision Financial Markets LLC 0.01% New 300 $15K
Optiver Holding B.V. 0.00% Add +78.9% 297 $15K
Larson Financial Group LLC 0.00% Reduce -46.8% 295 $15K
Sound Income Strategies, LLC 0.00% No change 286 $14K
Fifth Third Bancorp 0.00% Add +21.7% 252 $13K
Salomon & Ludwin, LLC 0.00% Add +15.2% 250 $13K
Horrell Capital Management, Inc. 0.01% No change 250 $13K
Steward Partners Investment Advisory, LLC 0.00% Add +28.9% 223 $11K
Geneos Wealth Management Inc. 0.00% No change 215 $11K
Spire Wealth Management 0.00% No change 210 $11K
Summit Securities Group LLC 0.00% New 200 $10K
Aspect Partners, LLC 0.00% No change 200 $10K
WealthCollab, LLC 0.00% Reduce -31.6% 188 $9K
CKW Financial Group 0.00% No change 173 $9K
Advisory Services Network, LLC 0.00% Reduce -61.7% 176 $9K
Smartleaf Asset Management LLC 0.00% Add +9.7% 169 $9K
Root Financial Partners, LLC 0.00% No change 164 $8K
Global X Japan Co., Ltd. 0.00% Add +4.0% 157 $8K
UMB Bank, n.a. 0.00% Add +359.4% 147 $7K
Versant Capital Management, Inc 0.00% Reduce -33.5% 143 $7K
Gill Capital Partners, LLC 0.00% New 140 $7K
Arax Advisory Partners 0.00% Reduce -66.1% 127 $6K
National Bank of Canada 0.00% Add +100.0% 114 $6K
TD Waterhouse Canada Inc. 0.00% No change 112 $6K
HHM Wealth Advisors, LLC 0.00% No change 100 $5K
DHJJ Financial Advisors, Ltd. 0.00% No change 93 $5K
Ancora Advisors LLC 0.00% No change 80 $4K
Clean Yield Group 0.00% Add +2.6% 79 $4K
EverSource Wealth Advisors, LLC 0.00% Add +311.1% 74 $4K
Parallel Advisors, LLC 0.00% No change 70 $4K
Essential Partners LLC 0.00% No change 64 $3K
Assetmark, Inc. 0.00% Add +1.6% 62 $3K
Quarry LP 0.00% Add +750.0% 51 $3K
Ascentis Independent Advisors 0.00% New 50 $3K
Brown, Lisle/Cummings, Inc. 0.00% No change 50 $3K
Hughes Financial Services, LLC 0.00% No change 50 $3K
Morton Brown Family Wealth, LLC 0.00% No change 49 $2K
Heritage Wealth Advisors 0.00% Add +5.0% 42 $2K
Quadrant Capital Group LLC 0.00% No change 39 $2K
JPL Wealth Management, LLC 0.00% New 38 $2K
Clark Wealth Partners 0.00% Add +3.2% 32 $2K
Rothschild Investment LLC 0.00% Add +83.3% 33 $2K
Measured Wealth Private Client Group, LLC 0.00% No change 32 $2K
CoreCap Advisors, LLC 0.00% No change 30 $2K
Cornerstone Financial Management LLC 0.00% Reduce -3.3% 29 $1K
MAI Capital Management 0.00% Reduce -79.0% 26 $1K
IMA Advisory Services, Inc. 0.00% No change 23 $1K
Medallion Wealth Advisors, LLC 0.00% No change 22 $1K
Keating Financial Advisory Services, Inc. 0.00% New 22 $1K
Scarborough Advisors, LLC 0.00% No change 21 $1K
Salem Investment Counselors Inc. 0.00% New 21 $1K
IFS Advisors, LLC 0.00% No change 20 $1K
Tidemark, LLC 0.00% No change 19 $953
Parkside Financial Bank & Trust 0.00% Add +60.0% 16 $803
Farmers & Merchants Investments Inc. 0.00% Reduce -20.0% 16 $803
Blue Trust, Inc. 0.00% No change 16 $803
Retirement Wealth Solutions LLC 0.00% Add +75.0% 14 $703
IFP Advisors, Inc 0.00% No change 13 $652
SHP Wealth Management 0.00% No change 13 $652
Entrust Financial LLC 0.00% No change 11 $552
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.00% No change 11 $552
First Command Advisory Services, Inc. 0.00% New 11 $552
Twin Peaks Wealth Advisors, LLC 0.00% New 10 $502
MassMutual Private Wealth & Trust, FSB 0.00% No change 10 $502
MV Capital Management, Inc. 0.00% No change 6 $301
Transamerica Financial Advisors, LLC 0.00% Reduce -37.5% 5 $260
Prestige Wealth Management Group LLC 0.00% No change 5 $251
Ankerstar Wealth, LLC 0.00% Reduce -20.0% 4 $208
Gilpin Wealth Management, LLC 0.00% Add +100.0% 4 $201
Godfrey Financial Associates, Inc. 0.00% No change 4 $201
Smallwood Wealth Investment Management, LLC 0.00% No change 4 $200
True Wealth Design, LLC 0.00% No change 3 $151
Abound Wealth Management 0.00% No change 2 $101
Dunhill Financial, LLC 0.00% Reduce -50.0% 1 $76
Albion Financial Group 0.00% No change 1 $75
Strategic Investment Solutions, Inc. 0.00% No change 1 $65
Kozak & Associates, Inc. 0.00% No change 1 $48

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