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Livermore
Livermore
ZHEN

Heritage Wealth Advisors

SEC CIK
0001591122
Latest filing
Aug 14, 2026

IIPR holding history

Innovative Industrial Properties Inc in every 13F filed by Heritage Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IIPR overviewAll 13F holders of IIPRFull Q2 2026 holdings

Shares (Q2 2026)
43
Value
$2.69K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of IIPR by Heritage Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202643$2.69K<0.1%+1+2.4%AddedHolders
Q1 202642$2.10K<0.1%+2+5.0%AddedHolders
Q4 202540$1.91K<0.1%+1+2.6%AddedHolders
Q3 202539$2.09K<0.1%+1+2.6%AddedHolders
Q2 202538$2.08K<0.1%+2+5.6%AddedHolders
Q1 202536$1.97K<0.1%+1+2.9%AddedHolders
Q4 202435$2.35K<0.1%00.0%UnchangedHolders
Q3 202435$4.69K<0.1%+1+2.9%AddedHolders
Q2 202434$3.75K<0.1%00.0%UnchangedHolders
Q1 202434$3.49K<0.1%+1+3.0%AddedHolders
Q4 202333$3.33K<0.1%+1+3.1%AddedHolders
Q3 202332$2.44K<0.1%00.0%UnchangedHolders
Q2 202332$2.30K<0.1%+1+3.2%AddedHolders
Q1 202331$2.34K<0.1%+1+3.3%AddedHolders
Q4 202230$3.07K<0.1%00.0%UnchangedHolders
Q3 202230$2.63K<0.1%+1+3.4%AddedHolders
Q2 202229$3.00K<0.1%00.0%UnchangedHolders
Q1 202229$6.00K<0.1%00.0%UnchangedHolders
Q4 202129$8.00K<0.1%00.0%UnchangedHolders
Q3 202129$6.60K<0.1%+1+3.6%AddedHolders
Q2 202128$5.41K<0.1%00.0%UnchangedHolders
Q1 202128$5.07K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.