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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 %
VI
251
Vestcor Inc
New Brunswick, Canada
$210K -$1.41M -14,001 -87%
CGH
252
Crossmark Global Holdings
Texas
$210K +$210K +2,081 New
SMC
253
Smith, Moore & Co
Missouri
$207K +$207K +2,052 New
IWC
254
Integrated Wealth Concepts
Massachusetts
$204K +$204K +2,024 New
AAP
255
Aristotle Atlantic Partners
Florida
$202K +$202K +2,000 New
NA
256
NewEdge Advisors
Louisiana
$165K -$6.55K -65 -4%
BG
257
Bollard Group
Massachusetts
$134K +$3.13K +31 +2%
CP
258
Castleview Partners
Texas
$105K +$105K +1,038 New
CIA
259
Cape Investment Advisory
Georgia
$99.2K +$49.3K +489 +99%
BF
260
BOK Financial
Oklahoma
$94.9K -$37K -367 -28%
SAM
261
Shell Asset Management
Netherlands
$94K -$35.9K -357 -28%
FFA
262
Farther Finance Advisors
California
$82.1K +$61.4K +609 +297%
KBC Group
263
KBC Group
Belgium
$74K -$9.09K -90 -11%
NFSG
264
Newbridge Financial Services Group
Florida
$72.9K +$52.1K +517 +251%
IBOK
265
Independence Bank of Kentucky
Kentucky
$64.5K +$29.2K +290 +83%
ASN
266
Advisory Services Network
Georgia
$62.3K -$1.14M -11,342 -95%
TFA
267
Toth Financial Advisory
Virginia
$52.7K – – –
CTC
268
Central Trust Company
Missouri
$51.5K – – –
GRP
269
Global Retirement Partners
California
$51.4K -$23.2K -248 -31%
BWP
270
Baldwin Wealth Partners
Massachusetts
$42.8K – – –
CG
271
Cutler Group
California
$42K +$42K +425 New
FIA
272
FNY Investment Advisers
New York
$40K +$40K +400 New
Loomis, Sayles & Company
273
Loomis, Sayles & Company
Massachusetts
$35K -$1.82K -18 -5%
Fifth Third Bancorp
274
Fifth Third Bancorp
Ohio
$32.5K -$3.83K -38 -11%
LFG
275
Larson Financial Group
Missouri
$32.4K +$101 +1 +0.3%
9 10
11
12 13