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Innovative Industrial Properties
IIPR

Overview Fund Activity

337 hedge funds and large institutions have $1.83B invested in Innovative Industrial Properties in 2022 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 142 increasing their positions, 111 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
-50
Holders Change %
-12.92%
% of All Funds
5.83%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
28
Increased
142
Reduced
111
Closed
74
Calls
$107M
Puts
$103M
Net Calls
+$3.93M
Net Calls Change
-$18.4M

Top Buyers

1
ZP
Zimmer Partners
New York
$173M
2
EMG
ETF Managers Group
New Jersey
$24.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
$395M
4
Marshall Wace
Marshall Wace
United Kingdom
$12.2M
5
Citadel Advisors
Citadel Advisors
Florida
$14.9M

Top Sellers

1
CCM
Copeland Capital Management
Pennsylvania
$0
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
3
WMSA
Weiss Multi-Strategy Advisers
New York
$0
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$6.52M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AFG
226
Albion Financial Group
Utah
$133K – – –
Rockefeller Capital Management
227
Rockefeller Capital Management
New York
$129K +$1.05K +12 +0.8%
OSNBOA
228
Old Second National Bank of Aurora
Illinois
$124K -$72.5K -819 -37%
MCC
229
Money Concepts Capital
Florida
$119K +$92.4K +1,040 +347%
LOIM
230
Liberty One Investment Management
Illinois
$119K +$119K +1,340 New
BAM
231
Belpointe Asset Management
Nevada
$117K -$10.5K -118 -8%
CF
232
Centaurus Financial
California
$115K +$115K +1,300 New
BG
233
Bollard Group
Massachusetts
$105K +$1.68K +19 +2%
TFA
234
Toth Financial Advisory
Virginia
$99K -$22.7K -257 -19%
C
235
Covestor
United Kingdom
$97K +$91.8K +1,037 +1,758%
WT
236
Whittier Trust
California
$96K +$22.4K +254 +30%
BWP
237
Baldwin Wealth Partners
Massachusetts
$91K +$35.5K +400 +64%
Carson Wealth (CWM LLC)
238
Carson Wealth (CWM LLC)
Nebraska
$88K +$2.56K +29 +3%
SWM
239
Spire Wealth Management
Virginia
$85K -$27K -305 -24%
SAM
240
Strategic Asset Management
Minnesota
$85K – – –
CA
241
Clearstead Advisors
Ohio
$85K +$56.3K +636 +196%
IA
242
IFP Advisors
Florida
$83K +$25.4K +626 +44%
BWM
243
BerganKDV Wealth Management
Minnesota
$69K +$352 +4 +0.5%
SWA
244
Sutton Wealth Advisors
Florida
$59.9K +$8.05K +91 +16%
SWM
245
Selective Wealth Management
Virginia
$57K -$7.58K -85 -12%
US Bancorp
246
US Bancorp
Minnesota
$54K -$8.84K -101 -14%
Northwestern Mutual Wealth Management
247
Northwestern Mutual Wealth Management
Wisconsin
$54K +$877 +10 +2%
CG
248
Cutler Group
California
$49K -$69.8K -794 -59%
HFM
249
Harvest Fund Management
China
$45K -$34.3K -387 -43%
HI
250
Harbour Investments
Wisconsin
$39K – – –
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