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Innovative Industrial Properties
IIPR

Overview Fund Activity

333 hedge funds and large institutions have $1.46B invested in Innovative Industrial Properties in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 114 increasing their positions, 113 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
+6
Holders Change %
+1.83%
% of All Funds
5.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
40
Increased
114
Reduced
113
Closed
30
Calls
$44.6M
Puts
$47.2M
Net Calls
-$2.59M
Net Calls Change
+$12.7M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$15.3M
2
AACA
2
American Assets Capital Advisers
California
$7.35M
3
SSA
3
Schonfeld Strategic Advisors
New York
$8.19M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$9.71M
5
OC
5
Oppenheimer & Co
New York
$5.64M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$7.17M
2
BlackRock
2
BlackRock
New York
$370M
3
ZP
3
Zimmer Partners
New York
$86.6M
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$3.55M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
251
Baldwin Wealth Partners
Massachusetts
$32.2K – – –
Loomis, Sayles & Company
252
Loomis, Sayles & Company
Massachusetts
$28K -$50.4K -657 -64%
LFA
253
Level Financial Advisors
New York
$28K – – –
Fifth Third Bancorp
254
Fifth Third Bancorp
Ohio
$27.2K -$1.14K -15 -4%
PA
255
Parallel Advisors
California
$27K +$19K +251 +237%
IBOK
256
Independence Bank of Kentucky
Kentucky
$26.5K – – –
HT
257
Headlands Technologies
Illinois
$24.6K +$24.6K +325 New
LFG
258
Larson Financial Group
Missouri
$24.2K +$151 +2 +0.6%
CAS
259
Coppell Advisory Solutions
Texas
$23K -$101 -1 -0.4%
HNB
260
Huntington National Bank
Ohio
$22.8K – – –
BHWM
261
Beaird Harris Wealth Management
Texas
$19.8K -$1.44K -19 -7%
HCM
262
Horrell Capital Management
Arkansas
$19K – – –
Federated Hermes
263
Federated Hermes
Pennsylvania
$18.5K -$10.8K -143 -37%
CAL
264
Capital Analysts LLC
Pennsylvania
$17K +$17K +219 New
AAG
265
Armstrong Advisory Group
Massachusetts
$16.8K – – –
FDCDDQ
266
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.7K – – –
Fisher Asset Management
267
Fisher Asset Management
Washington
$16.1K -$832 -11 -5%
SWM
268
Spire Wealth Management
Virginia
$15.9K +$5.22K +69 +49%
NFSG
269
Newbridge Financial Services Group
Florida
$15.6K +$227 +3 +1%
FFA
270
Farther Finance Advisors
California
$15.5K +$529 +7 +4%
TCOV
271
Trust Company of Vermont
Vermont
$15.1K -$3.78K -50 -20%
RTC
272
Riverview Trust Company
Washington
$14.2K – – –
CFG
273
CKW Financial Group
Hawaii
$13K – – –
CYG
274
Clean Yield Group
Vermont
$12.9K +$76 +1 +0.6%
Northwestern Mutual Wealth Management
275
Northwestern Mutual Wealth Management
Wisconsin
$12.5K +$151 +2 +1%
9 10
11
12 13