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Innovative Industrial Properties
IIPR

Overview Fund Activity

256 hedge funds and large institutions have $991M invested in Innovative Industrial Properties in 2020 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 115 increasing their positions, 49 reducing their positions, and 45 closing their positions.

Holders
256
Holders Change
+9
Holders Change %
+3.64%
% of All Funds
5.65%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.09%
New
59
Increased
115
Reduced
49
Closed
45
Calls
$54.3M
Puts
$57.8M
Net Calls
-$3.52M
Net Calls Change
+$21.7M

Top Buyers

1
ZP
1
Zimmer Partners
New York
$64.4M
2
BlackRock
2
BlackRock
New York
$209M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$148M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$30.4M
5
HRCM
5
Hood River Capital Management
Florida
$20.9M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$1.07M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$7.02M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$0
4
PCM
4
Penn Capital Management
Pennsylvania
$0
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$2.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
226
FSA Wealth Management
Massachusetts
$8K – – –
EWM
227
Edge Wealth Management
New York
$8K +$8K +100 New
TWA
228
TCI Wealth Advisors
Arizona
$6K +$4.52K +55 +306%
WQ
229
Wealth Quarterback
New Jersey
$5.39K +$5.39K +71 New
MWM
230
MBE Wealth Management
Wisconsin
$5K +$5K +72 New
BFEC
231
Benjamin F. Edwards & Company
Missouri
$4K -$1.17K -14 -23%
OPS
232
Orion Portfolio Solutions
Nebraska
$4K -$851 -10 -18%
BWM
233
Baystate Wealth Management
Massachusetts
$4K +$77 +1 +2%
LPWM
234
Lake Point Wealth Management
Texas
$4K +$1.2K +15 +43%
CBT
235
Capital Bank & Trust
California
$4K +$4K +51 New
TRCT
236
Tower Research Capital (TRC)
New York
$3K -$17.1K -257 -85%
GT
237
Glenmede Trust
Pennsylvania
$3K – – –
RFA
238
Reilly Financial Advisors
California
$3K – – –
DWM
239
Darwin Wealth Management
Florida
$3K +$3K +41 New
HWA
240
Heritage Wealth Advisors
Virginia
$2.05K +$2.05K +27 New
RFM
241
Royal Fund Management
Florida
$2K – – –
SA
242
SRH Advisors
Kansas
$2K – – –
SSB
243
Sandy Spring Bank
Maryland
$2K +$1K +10 +100%
CLOS
244
Compagnie Lombard Odier SCmA
Switzerland
$2K +$2K +25 New
AF
245
Allworth Financial
California
$2K +$2K +29 New
GEA
246
Glen Eagle Advisors
New Jersey
$1.52K +$1.52K +20 New
Loomis, Sayles & Company
247
Loomis, Sayles & Company
Massachusetts
$1K -$778 -7 -44%
PFBT
248
Parkside Financial Bank & Trust
Missouri
$1K – – –
WAP
249
Wealthcare Advisory Partners
Pennsylvania
$1K – – –
FWM
250
Filbrandt Wealth Management
Wisconsin
$1K +$1K +15 New
8 9
10
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