We are live on ! Find out more
IIPR icon

Innovative Industrial Properties

394 hedge funds and large institutions have $2.15B invested in Innovative Industrial Properties in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 135 increasing their positions, 125 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

89% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 27

26% more call options, than puts

Call options by funds: $54.6M | Put options by funds: $43.2M

5% more capital invested

Capital invested by funds: $2.05B → $2.15B (+$103M)

4% more funds holding

Funds holding: 378394 (+16)

8% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 125

0.7% less ownership

Funds ownership: 70.17%69.47% (-0.7%)

Holders
394
Holders Change
+16
Holders Change %
+4.23%
% of All Funds
5.69%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
51
Increased
135
Reduced
125
Closed
27
Calls
$54.6M
Puts
$43.2M
Net Calls
+$11.4M
Net Calls Change
+$16.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
226
Kovitz Investment Group Partners
Illinois
$331K
BF
227
BOK Financial
Oklahoma
$329K +$105K +1,002 +50%
RPCONE
228
Retirement Planning Company of New England
Rhode Island
$325K
CCC
229
Chesapeake Capital Corp
Florida
$325K -$331K -3,150 -51%
WS
230
Wedbush Securities
California
$322K -$159K -1,511 -34%
ADMI
231
Albert D. Mason Inc
Massachusetts
$312K
AG
232
Algert Global
California
$310K +$298K +2,842 New
AIP
233
Ameritas Investment Partners
Nebraska
$305K -$11K -105 -4%
MCI
234
MRP Capital Investments
Georgia
$299K -$13.1K -125 -4%
Carson Wealth (CWM LLC)
235
Carson Wealth (CWM LLC)
Nebraska
$296K -$630 -6 -0.2%
PPW
236
Pasadena Private Wealth
California
$292K +$4.2K +40 +2%
HH
237
Hilltop Holdings
Texas
$289K
M&T Bank
238
M&T Bank
New York
$284K
TI
239
TrueMark Investments
Illinois
$280K +$269K +2,563 New
Envestnet Asset Management
240
Envestnet Asset Management
Illinois
$280K -$284K -2,707 -51%
C
241
Covestor
United Kingdom
$266K -$28.6K -272 -10%
AA
242
ALPS Advisors
Colorado
$264K -$29.9K -285 -11%
Los Angeles Capital Management
243
Los Angeles Capital Management
California
$264K -$405K -3,860 -61%
EI
244
EDMP Inc
Florida
$264K
FFN
245
Focus Financial Network
Minnesota
$262K +$229K +2,177 New
CCA
246
Catalyst Capital Advisors
New York
$261K
SCA
247
SMH Capital Advisors
Texas
$261K
Allspring Global Investments
248
Allspring Global Investments
North Carolina
$253K +$243K +2,314 New
VHAM
249
Van Hulzen Asset Management
California
$249K
KAS
250
KPP Advisory Services
Kentucky
$247K -$8.82K -84 -4%

IIPR Hedge Fund Activity: Q2 2024 in Review

394 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Innovative Industrial Properties (IIPR) for Q2 2024, worth a combined $2.15B — up 5% from $2.05B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new IIPR positions and 27 closed out — a net gain of 24 holders — while 135 added to existing stakes and 125 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $39.9M. The largest seller was Zimmer Partners, cutting an estimated $23.8M.

  • 394 institutional investors held Innovative Industrial Properties (IIPR) as of Q2 2024, up from 378 in Q1 2024.
  • Funds reported $2.15B of Innovative Industrial Properties stock for Q2 2024, up 5% quarter-over-quarter.
  • 51 funds opened new Innovative Industrial Properties positions in Q2 2024 and 27 closed out, a net change of +24 holders.
  • The largest Innovative Industrial Properties buyer in Q2 2024 was Wellington Management Group, an estimated $39.9M added.
  • The largest Innovative Industrial Properties seller in Q2 2024 was Zimmer Partners, an estimated $23.8M sold.

Based on aggregated 13F filings for Q2 2024.