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Innovative Industrial Properties
IIPR

Overview Fund Activity

279 hedge funds and large institutions have $1.43B invested in Innovative Industrial Properties in 2020 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 125 increasing their positions, 49 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
+23
Holders Change %
+8.98%
% of All Funds
5.73%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
64
Increased
125
Reduced
49
Closed
39
Calls
$31.5M
Puts
$51.9M
Net Calls
-$20.4M
Net Calls Change
-$16.9M

Top Buyers

1
CS
Credit Suisse
Switzerland
$46.4M
2
BlackRock
BlackRock
New York
$263M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$23.8M
4
Vanguard Group
Vanguard Group
Pennsylvania
$190M
5
State Street
State Street
Massachusetts
$79.6M

Top Sellers

1
CGM
Capital Growth Management
Massachusetts
$4.4M
2
WMSA
Weiss Multi-Strategy Advisers
New York
$30.2M
3
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
$27K
4
GIM
Granahan Investment Management
Massachusetts
$10.4M
5
Goldman Sachs
Goldman Sachs
New York
$4.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
EA
251
Emerald Advisers
Pennsylvania
$13K +$13K +148 New
Northwestern Mutual Wealth Management
252
Northwestern Mutual Wealth Management
Wisconsin
$10K +$10K +110 New
EWM
253
Edge Wealth Management
New York
$9K – – –
FWM
254
FSA Wealth Management
Massachusetts
$9K – – –
AAM
255
Advisors Asset Management
Colorado
$8K +$8K +86 New
SFPG
256
Stonebridge Financial Planning Group
Florida
$7K -$18.7K -200 -73%
BWM
257
Baystate Wealth Management
Massachusetts
$5K – – –
PFBT
258
Parkside Financial Bank & Trust
Missouri
$5K +$4.17K +50 +500%
BFEC
259
Benjamin F. Edwards & Company
Missouri
$4K – – –
RFA
260
Reilly Financial Advisors
California
$3K – – –
SA
261
SRH Advisors
Kansas
$3K – – –
PWP
262
Principle Wealth Partners
Connecticut
$3K +$3K +30 New
OSAM
263
O'Shaughnessy Asset Management
Connecticut
$3K +$3K +37 New
HWA
264
Heritage Wealth Advisors
Virginia
$2.41K – – –
TWA
265
TCI Wealth Advisors
Arizona
$2K -$6.11K -55 -75%
AF
266
Allworth Financial
California
$2K -$320 -4 -14%
SSB
267
Sandy Spring Bank
Maryland
$2K – – –
TFO
268
Tarbox Family Office
California
$2K +$2K +20 New
PWMG
269
Prestige Wealth Management Group
New Jersey
$2K +$2K +20 New
GEA
270
Glen Eagle Advisors
New Jersey
$1.76K – – –
QCG
271
Quadrant Capital Group
Ohio
$1K -$545 -6 -35%
Loomis, Sayles & Company
272
Loomis, Sayles & Company
Massachusetts
$1K – – –
PA
273
Parallel Advisors
California
$1K +$167 +2 +20%
CHA
274
Carmichael Hill & Associates
Maryland
$1K +$1K +10 New
HFA
275
Hoover Financial Advisors
Pennsylvania
$1K +$1K +12 New
9 10
11
12 13