IIPR icon

Innovative Industrial Properties
IIPR

Overview Fund Activity

406 hedge funds and large institutions have $3.47B invested in Innovative Industrial Properties in 2021 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 142 increasing their positions, 131 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
+13
Holders Change %
+3.31%
% of All Funds
7.09%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
54
Increased
142
Reduced
131
Closed
40
Calls
$122M
Puts
$121M
Net Calls
+$1.03M
Net Calls Change
-$1.75M

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$47.4M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$729M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$10M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$7.9M
5
State Street
5
State Street
Massachusetts
$231M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$46.6M
2
HRCM
2
Hood River Capital Management
Florida
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.04M
4
NIPH
4
NN Investment Partners Holdings
Netherlands
$1.44M
5
AI
5
AdvisorShares Investments
Maryland
$75M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
251
J.P. Morgan Private Wealth Advisors
California
$311K -$62.1K -325 -17%
PG
252
Patten Group
Tennessee
$311K -$10.5K -55 -3%
PWM
253
PRW Wealth Management
Massachusetts
$311K +$311K +1,630 New
AIM
254
Axiom Investment Management
New York
$310K +$63.5K +333 +26%
CFG
255
Cooper Financial Group
California
$308K +$573 +3 +0.2%
FANJ
256
Financial Architects (New Jersey)
New Jersey
$305K -$221K -1,155 -42%
AWM
257
AE Wealth Management
Kansas
$297K +$297K +1,556 New
SC
258
Scotia Capital
Ontario, Canada
$287K +$954 +5 +0.3%
AFG
259
Albion Financial Group
Utah
$287K +$287K +1,501 New
M&T Bank
260
M&T Bank
New York
$283K +$29.1K +153 +11%
SCM
261
Shelton Capital Management
Colorado
$282K – – –
NC
262
NovaPoint Capital
Georgia
$280K +$32.4K +170 +13%
BAM
263
Belpointe Asset Management
Nevada
$277K -$954 -5 -0.3%
PAM
264
Private Asset Management
California
$273K – – –
ACA
265
Aptus Capital Advisors
Alabama
$271K +$11.5K +60 +4%
GVAG
266
Great Valley Advisor Group
Delaware
$265K +$10.5K +57 +4%
SWP
267
Summit Wealth Partners
Florida
$264K -$85.6K -448 -24%
CMO
268
Covenant Multifamily Offices
Texas
$262K +$27.1K +142 +12%
HL
269
HeadInvest LLC
Maine
$256K -$6.67K -35 -3%
QC
270
Quadrature Capital
United Kingdom
$254K +$254K +1,327 New
GAM
271
Gotham Asset Management
New York
$253K +$2.68K +14 +1%
PCS
272
Personal CFO Solutions
New Jersey
$252K -$47.8K -250 -16%
NWA
273
Navis Wealth Advisors
New York
$250K +$250K +1,307 New
ACM
274
AlphaCrest Capital Management
New York
$248K +$248K +1,300 New
CC
275
Centiva Capital
New York
$247K -$5.29M -27,716 -96%
9 10
11
12 13