Heritage Wealth Advisors
Position in IIPR — Innovative Industrial Properties Inc
CIK 1591122
RICHMOND, VA
Position in IIPR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,665
+$559 QoQ
Shares Held
43
+2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#286
of 326 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, 2026Heritage Wealth Advisors holds $274,214 across 5 REIT - Industrial names. IIPR ranks #5 (1.0% of the industry book) .
All Filings in IIPR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,665 | 43 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,106 | 42 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,894 | 40 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,089 | 39 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,098 | 38 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,947 | 36 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,332 | 35 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $4,711 | 35 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,713 | 34 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $3,520 | 34 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $3,327 | 33 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $2,421 | 32 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $2,336 | 32 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $2,355 | 31 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $3,040 | 30 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $2,655 | 30 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $3,186 | 29 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $5,956 | 29 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $7,624 | 29 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $6,703 | 29 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $5,348 | 28 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $5,044 | 28 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $5,127 | 28 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $3,475 | 28 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $2,376 | 27 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $2,050 | 27 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||