Position in IIPR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,760,046
+$478,258 QoQ
Shares Held
28,397
+11.1% QoQ
Ownership
0.103%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#76
of 327 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IIPR Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026LPL Financial LLC holds $298,743,779 across 16 REIT - Industrial names. IIPR ranks #11 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
1,389,059 | $188,175,822 | |
| 2 | PSA |
Public Storage
|
154,213 | $49,087,540 | |
| 3 | EXR |
Extra Space Storage Inc.
|
114,865 | $16,689,884 | |
| 4 | SMA |
SmartStop Self Storage REIT, Inc.
|
389,780 | $12,667,850 | |
| 5 | STAG |
STAG Industrial, Inc.
|
162,732 | $6,193,579 | |
| 6 | ILPT |
Industrial Logistics Properties Trust
|
594,902 | $5,276,780 | |
| 7 | EGP |
Eastgroup Properties Inc
|
25,034 | $5,070,136 | |
| 8 | CUBE |
CubeSmart
|
108,823 | $4,327,890 |
All Filings in IIPR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,760,046 | 28,397 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,281,788 | 25,554 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,312,108 | 27,705 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,772,212 | 33,076 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,856,496 | 33,620 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,074,784 | 38,358 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,660,202 | 39,919 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $4,119,702 | 30,607 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,956,366 | 27,068 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,783,051 | 26,879 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,003,394 | 19,871 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,699,700 | 35,682 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,405,022 | 32,941 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,254,775 | 29,672 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $6,383,631 | 62,986 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $4,397,476 | 49,689 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,617,286 | 42,025 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $7,241,787 | 35,257 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $9,889,096 | 37,614 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $8,664,945 | 37,483 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $7,755,220 | 40,599 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $7,272,158 | 40,365 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $11,972,856 | 65,379 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $4,853,817 | 39,109 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $3,377,591 | 38,373 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,615,484 | 34,446 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||