IIPR — INNOVATIVE INDL PPTYS INC

Ownership history in SUMMIT SECURITIES GROUP LLC  ·  18 quarters on record

This page tracks every 13F SEC filing in which SUMMIT SECURITIES GROUP 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.

Peak position
0.11% (2021 Q3)
Avg. % of fund
0.04%
First filed
2020 Q4
Last filed
2025 Q3
Quarters held
18
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 500 +200 +66.7% 0.01% $27K $51.54
2025 Q2 REDUCED 300 -2,700 -90.0% 0.00% $17K $51.28
2024 Q3 ADDED 3,000 +1,300 +76.5% 0.11% $404K $113.93
2024 Q2 REDUCED 1,700 -1,200 -41.4% 0.04% $186K $91.15
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IIPR price (monthly, adj. close)

Other funds also holding IIPR

As of 2025 Q4 — sorted by position size

TrueWealth Advisors, LLC 3Y 0.87% SMH CAPITAL ADVISORS INC 3Y 7Y 0.47% RD Lewis Holdings, Inc. 0.44% AlphaCore Capital LLC 3Y 0.23% TrueMark Investments, LLC 0.19% Edgestream Partners, L.P. 3Y 7Y 0.17% 1620 INVESTMENT ADVISORS, INC. 3Y 0.14% Quinn Opportunity Partners LLC 3Y 7Y 0.13% ROBERTS GLORE & CO INC /IL/ 3Y 7Y 0.1% Black Swift Group, LLC 3Y 0.09%
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