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Advisors Asset Management, Inc.: IIPR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisors Asset Management, Inc. on IIPR, newest first. How the timeline and the estimate are built.

Advisors Asset Management, Inc. held 60,269 IIPR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,269 shares
    Change vs previous 13F +20,954 shares

    0.06% of the 13F portfolio, value $3,735,473.

    13F-HR 0002000324-26-003377 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 39,315 shares
    Change vs previous 13F +27,765 shares

    0.03% of the 13F portfolio, value $1,972,040.

    13F-HR 0002000324-26-001941 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 11,550 shares
    Change vs previous 13F +515 shares

    0.01% of the 13F portfolio, value $547,008.

    13F-HR/A 0001999371-26-018409 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 11,035 shares
    Change vs previous 13F +1,323 shares

    0.01% of the 13F portfolio, value $591,255.

    13F-HR/A 0001999371-26-018670 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 9,712 shares
    Change vs previous 13F +6,597 shares

    0.01% of the 13F portfolio, value $536,297.

    13F-HR/A 0001999371-26-018459 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 3,115 shares
    Change vs previous 13F +855 shares

    <0.01% of the 13F portfolio, value $168,490.

    13F-HR/A 0001999371-26-018777 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 2,260 shares
    Change vs previous 13F +1,012 shares

    <0.01% of the 13F portfolio, value $150,606.

    13F-HR/A 0001999371-26-018448 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 1,248 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $167,981.

    13F-HR/A 0001999371-26-018452 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).