IIPR — INNOVATIVE INDL PPTYS INC

Ownership history in TrueWealth Advisors, LLC  ·  21 quarters on record

This page tracks every 13F SEC filing in which TrueWealth 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.

Peak position
1.65% (2020 Q4)
Avg. % of fund
0.94%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 71,175 -1,485 -2.0% 0.87% $3.4M $47.36
2025 Q3 ADDED 72,660 +11,271 +18.4% 1.05% $3.9M $51.54
2025 Q2 ADDED 61,389 +17,629 +40.3% 1.00% $3.4M $51.28
2025 Q1 ADDED 43,760 +16,103 +58.2% 0.78% $2.4M $48.56
17 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

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% Sunbelt Securities, Inc. 3Y 7Y 0.08%
← Back to TrueWealth Advisors, LLC Holdings