Filing Research | IIPR - INNOVATIVE INDL PPTYS INC Institutional Holdings

Snapshot holdings

50 / 68 loaded

#		Instrument	quantity
1	TrueWealth Advisors, LLC	Shares	72.9KSH	$4.5M
2	EXCHANGE TRADED CONCEPTS, LLC	Shares	36.2KSH	$2.2M
3	CWA Asset Management Group, LLC	Shares	30.7KSH	$1.9M
4	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	27.8KSH	$1.7M
5	UHLMANN PRICE SECURITIES, LLC	Shares	22.2KSH	$1.4M
6	Louisiana State Employees Retirement System	Shares	12.6KSH	$780.9K
7	QRG CAPITAL MANAGEMENT, INC.	Shares	10.2KSH	$634.0K
8	Catalyst Capital Advisors LLC	Shares	10.0KSH	$619.8K
9	Police & Firemen's Retirement System of New Jersey	Shares	8.5KSH	$527.0K
10	FIRST CITIZENS BANK & TRUST CO	Shares	7.7KSH	$480.1K
11	Envestnet Portfolio Solutions, Inc.	Shares	7.6KSH	$469.1K
12	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	7.5KSH	$467.0K
13	PFG Investments, LLC	Shares	6.1KSH	$375.8K
14	Baader Bank Aktiengesellschaft	Shares	5.5KSH	$340.9K
15	IFM Investors Pty Ltd	Shares	4.6KSH	$283.9K
16	Focus Financial Network, Inc.	Shares	4.4KSH	$272.6K
17	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	4.3KSH	$267.3K
18	1620 INVESTMENT ADVISORS, INC.	Shares	4.3KSH	$264.7K
19	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	3.5KSH	$226.7K
20	Prism Advisors, Inc.	Shares	3.6KSH	$223.1K
21	Brookwood Investment Group LLC	Shares	3.5KSH	$215.1K
22	Significant Wealth Partners LLC	Shares	3.4KSH	$209.0K
23	GUYASUTA INVESTMENT ADVISORS INC	Shares	3.3KSH	$203.9K
24	KPP Advisory Services LLC	Shares	3.2KSH	$200.1K
25	Investors Research Corp	Shares	2.7KSH	$167.3K
26	GAMMA Investing LLC	Shares	1.5KSH	$89.9K
27	Farther Finance Advisors, LLC	Shares	1.1KSH	$67.6K
28	Triumph Capital Management	Shares	905SH	$56.1K
29	SIGNATUREFD, LLC	Shares	810SH	$50.2K
30	AdvisorNet Financial, Inc	Shares	635SH	$39.4K
31	Spire Wealth Management	Shares	546SH	$33.8K
32	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	535SH	$33.6K
33	Bogart Wealth, LLC	Shares	400SH	$24.8K
34	Horrell Capital Management, Inc.	Shares	250SH	$15.5K
35	Global X Japan Co., Ltd.	Shares	237SH	$14.7K
36	Aspect Partners, LLC	Shares	200SH	$12.4K
37	Cape Investment Advisory, Inc.	Shares	145SH	$9.0K
38	Versant Capital Management, Inc	Shares	143SH	$8.9K
39	Mirae Asset Global Investments Co., Ltd.	Shares	116SH	$7.2K
40	EverSource Wealth Advisors, LLC	Shares	110SH	$6.8K
41	HHM Wealth Advisors, LLC	Shares	100SH	$6.2K
42	Sachetta, LLC	Shares	96SH	$6.0K
43	DHJJ Financial Advisors, Ltd.	Shares	93SH	$5.8K
44	Hughes Financial Services, LLC	Shares	50SH	$3.1K
45	Morton Brown Family Wealth, LLC	Shares	49SH	$3.0K
46	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	32.7KSH	$2.0K
47	State of Alaska, Department of Revenue	Shares	25.2KSH	$1.6K
48	SALEM INVESTMENT COUNSELORS INC	Shares	21SH	$1.3K
49	Retirement Wealth Solutions LLC	Shares	21SH	$1.3K
50	CoreCap Advisors, LLC	Shares	20SH	$1.2K

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Manager changes2026-06-30 vs 2026-03-31

50 / 74 loaded

#		Instrument
1	CWA Asset Management Group, LLC new	Shares	+30.7K	+$1.9M	$1.9M
2	UHLMANN PRICE SECURITIES, LLC new	Shares	+22.2K	+$1.4M	$1.4M
3	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added	Shares	+8.4K	+$749.4K	$1.7M
4	TrueWealth Advisors, LLC trimmed	Shares	-2.4K	+$739.6K	$4.5M
5	QRG CAPITAL MANAGEMENT, INC. added	Shares	+6.1K	+$424.5K	$634.0K
6	EXCHANGE TRADED CONCEPTS, LLC trimmed	Shares	-683	+$393.8K	$2.2M
7	Catalyst Capital Advisors LLC added	Shares	+5.1K	+$374.5K	$619.8K
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+3.5K	+$226.7K	$226.7K
9	Significant Wealth Partners LLC new	Shares	+3.4K	+$209.0K	$209.0K
10	GUYASUTA INVESTMENT ADVISORS INC new	Shares	+3.3K	+$203.9K	$203.9K
11	KPP Advisory Services LLC new	Shares	+3.2K	+$200.1K	$200.1K
12	Louisiana State Employees Retirement System added	Shares	+200	+$159.0K	$780.9K
13	Police & Firemen's Retirement System of New Jersey added	Shares	+754	+$138.3K	$527.0K
14	Sumitomo Mitsui DS Asset Management Company, Ltd unchanged	Shares	0	+$89.1K	$467.0K
15	Envestnet Portfolio Solutions, Inc. trimmed	Shares	-12	+$88.9K	$469.1K
16	FIRST CITIZENS BANK & TRUST CO trimmed	Shares	-160	+$83.5K	$480.1K
17	Focus Financial Network, Inc. added	Shares	+404	+$72.3K	$272.6K
18	Baader Bank Aktiengesellschaft unchanged	Shares	0	+$65.0K	$340.9K
19	IFM Investors Pty Ltd added	Shares	+100	+$59.2K	$283.9K
20	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+126	+$57.3K	$267.3K
21	1620 INVESTMENT ADVISORS, INC. trimmed	Shares	-66	+$47.2K	$264.7K
22	Triumph Capital Management added	Shares	+480	+$34.0K	$56.1K
23	Investors Research Corp unchanged	Shares	0	+$31.9K	$167.3K
24	Farther Finance Advisors, LLC added	Shares	+263	+$26.8K	$67.6K
25	Spire Wealth Management added	Shares	+336	+$23.3K	$33.8K
26	Prism Advisors, Inc. trimmed	Shares	-400	+$22.5K	$223.1K
27	GAMMA Investing LLC added	Shares	+95	+$21.9K	$89.9K
28	PFG Investments, LLC trimmed	Shares	-1.2K	+$9.6K	$375.8K
29	SIGNATUREFD, LLC unchanged	Shares	0	+$9.6K	$50.2K
30	Cape Investment Advisory, Inc. new	Shares	+145	+$9.0K	$9.0K
31	AdvisorNet Financial, Inc added	Shares	+20	+$8.5K	$39.4K
32	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+10	+$7.6K	$33.6K
33	Global X Japan Co., Ltd. added	Shares	+80	+$6.8K	$14.7K
34	Sachetta, LLC new	Shares	+96	+$6.0K	$6.0K
35	Bogart Wealth, LLC unchanged	Shares	0	+$4.7K	$24.8K
36	EverSource Wealth Advisors, LLC added	Shares	+36	+$3.1K	$6.8K
37	Horrell Capital Management, Inc. unchanged	Shares	0	+$3.0K	$15.5K
38	Aspect Partners, LLC unchanged	Shares	0	+$2.4K	$12.4K
39	Versant Capital Management, Inc unchanged	Shares	0	+$1.7K	$8.9K
40	HHM Wealth Advisors, LLC unchanged	Shares	0	+$1.2K	$6.2K
41	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	+$1.1K	$5.8K
42	Retirement Wealth Solutions LLC added	Shares	+7	+$599	$1.3K
43	Hughes Financial Services, LLC unchanged	Shares	0	+$591	$3.1K
44	Morton Brown Family Wealth, LLC unchanged	Shares	0	+$579	$3.0K
45	Physician Wealth Advisors, Inc. new	Shares	+9	+$558	$558
46	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	+$286	$1.3K
47	Crewe Advisors LLC new	Shares	+4	+$254	$254
48	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$189	$992
49	ENTRUST FINANCIAL LLC unchanged	Shares	0	+$130	$682
50	Davis Capital Management new	Shares	+2	+$124	$124

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