TrueWealth Advisors, LLC
Position in IIPR — Innovative Industrial Properties Inc
CIK 1817714
BIRMINGHAM, AL
Position in IIPR
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$4,516,172
+$739,626 QoQ
Shares Held
72,865
-3.2% QoQ
Ownership
0.253%
of shares outstanding
% of Portfolio
3.32%
of 13F equity value
Holder Rank
#1
of 29 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in IIPR Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026TrueWealth Advisors, LLC holds $5,164,124 across 2 REIT - Industrial names. IIPR ranks #1 (87.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IIPR |
Innovative Industrial Properties Inc
This page
|
72,865 | $4,516,172 | |
| 2 | SMA |
SmartStop Self Storage REIT, Inc.
|
19,937 | $647,952 |
All Filings in IIPR
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,516,172 | 72,865 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $3,776,546 | 75,290 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $3,370,848 | 71,175 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $3,893,122 | 72,660 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $3,389,900 | 61,389 | Shares | Sole | 2025-07-03 | |
| 2025-03-31 | $2,366,978 | 43,760 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,843,062 | 27,657 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $3,228,381 | 23,985 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $2,559,243 | 23,432 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $2,778,702 | 26,837 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $2,607,205 | 25,860 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,932,280 | 25,539 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,857,593 | 25,443 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,466,303 | 19,296 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $1,445,960 | 14,267 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $1,694,155 | 19,143 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,649,038 | 15,009 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,947,808 | 9,483 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $2,493,175 | 9,483 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $2,205,130 | 9,539 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $1,870,467 | 9,792 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $1,770,972 | 9,830 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $1,854,923 | 10,129 | Shares | Sole | 2021-01-25 | |
| No filing history on record for this holder in this stock. | ||||||