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Innovative Industrial Properties
IIPR

Overview Fund Activity

366 hedge funds and large institutions have $2.03B invested in Innovative Industrial Properties in 2023 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 109 increasing their positions, 119 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+33
Holders Change %
+9.91%
% of All Funds
5.37%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
78
Increased
109
Reduced
119
Closed
40
Calls
$50.7M
Puts
$55.6M
Net Calls
-$4.83M
Net Calls Change
-$2.24M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$69.2M
2
Citadel Advisors
2
Citadel Advisors
Florida
$33.9M
3
BlackRock
3
BlackRock
New York
$513M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$37.6M
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$12.1M

Top Sellers

1
ZP
1
Zimmer Partners
New York
$95.8M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
SSA
3
Schonfeld Strategic Advisors
New York
$3.39M
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$673K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
C
226
Covestor
United Kingdom
$282K +$10.1K +100 +4%
Carson Wealth (CWM LLC)
227
Carson Wealth (CWM LLC)
Nebraska
$282K +$75.2K +747 +36%
AssetMark Inc
228
AssetMark Inc
California
$276K -$3.63K -36 -1%
M&T Bank
229
M&T Bank
New York
$273K +$273K +2,707 New
HH
230
Hilltop Holdings
Texas
$267K – – –
CAPTRUST Financial Advisors
231
CAPTRUST Financial Advisors
North Carolina
$267K -$25.1K -249 -9%
BHCM
232
Brevan Howard Capital Management
Jersey
$262K +$262K +2,603 New
PPW
233
Pasadena Private Wealth
California
$261K +$261K +2,590 New
JIP
234
Jaffetilchin Investment Partners
Florida
$260K -$26.7K -265 -9%
KAS
235
KPP Advisory Services
Kentucky
$254K +$254K +2,520 New
LOIM
236
Liberty One Investment Management
Illinois
$252K -$7.56K -75 -3%
VEA
237
Virtus ETF Advisers
New York
$251K -$24.4K -242 -9%
MLICM
238
Metropolitan Life Insurance Company (MetLife)
New York
$249K -$202 -2 -0.1%
SPC
239
Sigma Planning Corp
Michigan
$249K -$449K -4,457 -64%
AWS
240
Atria Wealth Solutions
New York
$245K +$245K +2,419 New
EI
241
EDMP Inc
Florida
$243K +$243K +2,415 New
CCA
242
Catalyst Capital Advisors
New York
$241K – – –
SCA
243
SMH Capital Advisors
Texas
$241K +$241K +2,390 New
VHAM
244
Van Hulzen Asset Management
California
$229K +$229K +2,276 New
SWM
245
Seed Wealth Management
Illinois
$224K +$224K +2,210 New
GHA
246
GW Henssler & Associates
Georgia
$222K -$112K -1,114 -34%
BNP Paribas Asset Management
247
BNP Paribas Asset Management
France
$217K +$217K +2,148 New
CIP
248
Cornerstone Investment Partners
Georgia
$213K +$213K +2,115 New
ACM
249
AUA Capital Management
Pennsylvania
$211K +$211K +2,088 New
CHA
250
Cooper/Haims Advisors
New York
$210K +$210K +2,084 New
8 9
10
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