Ownership history in Beacon Pointe Advisors, LLC · 10 quarters on record
This page tracks every 13F SEC filing in which Beacon Pointe Advisors, LLC reported a position in INNOVATIVE INDL PPTYS INC (IIPR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 4,724 | +370 | +8.5% | 0.00% | $253K | $51.54 |
| 2025 Q2 | REDUCED | 4,354 | -130 | -2.9% | 0.00% | $240K | $51.28 |
| 2025 Q1 | ADDED | 4,484 | +457 | +11.3% | 0.00% | $243K | $48.56 |
| 2024 Q4 | REDUCED | 4,027 | -305 | -7.0% | 0.00% | $268K | $58.04 |
As of 2025 Q4 — sorted by position size