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Innovative Industrial Properties

359 hedge funds and large institutions have $1.33B invested in Innovative Industrial Properties in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 120 increasing their positions, 106 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 106

0.59% more ownership

Funds ownership: 70.15%70.74% (+0.59%)

5% less call options, than puts

Call options by funds: $26.3M | Put options by funds: $27.6M

13% less funds holding

Funds holding: 415359 (-56)

46% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 111

50% less capital invested

Capital invested by funds: $2.68B → $1.33B (-$1.34B)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
359
Holders Change
-56
Holders Change %
-13.49%
% of All Funds
4.73%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
60
Increased
120
Reduced
106
Closed
111
Calls
$26.3M
Puts
$27.6M
Net Calls
-$1.3M
Net Calls Change
-$24.5M
Name Holding Trade Value Shares
Change
Change in
Stake
IBOK
251
Independence Bank of Kentucky
Kentucky
$42.3K -$563 -5 -0.8%
Federated Hermes
252
Federated Hermes
Pennsylvania
$40.7K -$3.6K -32 -5%
GI
253
GAMMA Investing
California
$36.1K -$10.1K -90 -14%
GFM
254
GF Fund Management
China
$34.3K +$58K +515 New
S
255
SignatureFD
Georgia
$33.7K
CTC
256
Central Trust Company
Missouri
$33.3K
CFS
257
Compass Financial Services
Iowa
$31.6K +$53.2K +473 New
CJ
258
Caitlin John
Michigan
$27.5K -$3.38K -30 -7%
BWL
259
Bogart Wealth LLC
Virginia
$26.7K +$45K +400 New
A
260
AlphaQuest
New York
$26.4K -$34.9K -310 -44%
Fifth Third Bancorp
261
Fifth Third Bancorp
Ohio
$25.7K +$2.93K +26 +7%
LFG
262
Larson Financial Group
Missouri
$24.3K +$2.93K +26 +8%
CWM
263
Crowley Wealth Management
Delaware
$24K +$40.5K +360 New
HNB
264
Huntington National Bank
Ohio
$20.7K +$675 +6 +2%
SWM
265
Spire Wealth Management
Virginia
$20.7K -$60K -533 -63%
AF
266
Advisornet Financial
Minnesota
$20.4K -$2.59K -23 -7%
CAL
267
Capital Analysts LLC
Pennsylvania
$20K +$17.9K +159 +113%
SIS
268
Sound Income Strategies
Florida
$19.9K +$338 +3 +1%
HCM
269
Horrell Capital Management
Arkansas
$17K
MCM
270
MAI Capital Management
Ohio
$16.1K +$27.2K +242 New
AAP
271
Arax Advisory Partners
Colorado
$15.7K +$13.4K +119 +103%
QCG
272
Quadrant Capital Group
Ohio
$14.8K +$113 +1 +0.5%
GRP
273
Global Retirement Partners
California
$14.6K -$19.1K -170 -44%
CAS
274
Coppell Advisory Solutions
Texas
$13.5K
RTC
275
Riverview Trust Company
Washington
$12.5K

IIPR Hedge Fund Activity: Q4 2024 in Review

359 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Innovative Industrial Properties (IIPR) for Q4 2024, worth a combined $1.33B — down 50% from $2.68B a quarter earlier.

Sellers outnumbered buyers: 111 funds closed out of IIPR and 60 opened new positions — a net loss of 51 holders — while 106 trimmed existing stakes and 120 added.

The largest buyer was Pacer Advisors, opening a new position worth an estimated $70.9M. The largest seller was Wellington Management Group, exiting entirely with an estimated $76.5M sold.

  • 359 institutional investors held Innovative Industrial Properties (IIPR) as of Q4 2024, down from 415 in Q3 2024.
  • Funds reported $1.33B of Innovative Industrial Properties stock for Q4 2024, down 50% quarter-over-quarter.
  • 60 funds opened new Innovative Industrial Properties positions in Q4 2024 and 111 closed out, a net change of -51 holders.
  • The largest Innovative Industrial Properties buyer in Q4 2024 was Pacer Advisors, an estimated $70.9M added.
  • The largest Innovative Industrial Properties seller in Q4 2024 was Wellington Management Group, an estimated $76.5M sold.

Based on aggregated 13F filings for Q4 2024.