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Innovative Industrial Properties
IIPR

Overview Fund Activity

320 hedge funds and large institutions have $2.05B invested in Innovative Industrial Properties in 2020 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 144 increasing their positions, 67 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+41
Holders Change %
+14.7%
% of All Funds
6.47%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.1%
New
78
Increased
144
Reduced
67
Closed
36
Calls
$55M
Puts
$80M
Net Calls
-$25M
Net Calls Change
-$4.62M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$355M
2
BlackRock
2
BlackRock
New York
$442M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$37.9M
4
CCM
4
Copeland Capital Management
Pennsylvania
$31.4M
5
Northern Trust
5
Northern Trust
Illinois
$44.6M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$4.06M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$879K
3
WMSA
3
Weiss Multi-Strategy Advisers
New York
$0
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$8.69M
5
TCM
5
TimesSquare Capital Management
New York
$50.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
276
Founders Financial Alliance
North Carolina
$27K +$27K +225 New
CFA
277
Carroll Financial Associates
North Carolina
$24K – – –
GAM
278
Gemmer Asset Management
California
$23K -$6.27K -51 -21%
CFG
279
CKW Financial Group
Hawaii
$22K – – –
Lazard Asset Management
280
Lazard Asset Management
New York
$21K -$6.57M -55,051 -100%
Carson Wealth (CWM LLC)
281
Carson Wealth (CWM LLC)
Nebraska
$21K – – –
Northwestern Mutual Wealth Management
282
Northwestern Mutual Wealth Management
Wisconsin
$20K +$6.34K +51 +46%
EA
283
Emerald Advisers
Pennsylvania
$18K – – –
SFPG
284
Stonebridge Financial Planning Group
Florida
$16K +$6.4K +50 +67%
GI
285
Gradient Investments
Minnesota
$12K +$12K +100 New
Millennium Management
286
Millennium Management
New York
$11.1K -$11.9K -95,663 -52%
CCM
287
Chiron Capital Management
Florida
$11K +$11K +87 New
ZB
288
Zions Bancorporation
Utah
$11K +$11K +92 New
PFBT
289
Parkside Financial Bank & Trust
Missouri
$9K +$1.06K +8 +13%
HFS
290
Horizon Financial Services
North Carolina
$9K +$9K +70 New
AI
291
AdvisorShares Investments
Maryland
$7.39K +$1.38K +11,086 +23%
BWM
292
Baystate Wealth Management
Massachusetts
$7K +$132 +1 +2%
BFEC
293
Benjamin F. Edwards & Company
Missouri
$6K – – –
TFS
294
TrustCore Financial Services
Tennessee
$6K +$6K +50 New
OSAM
295
O'Shaughnessy Asset Management
Connecticut
$5K – – –
HF
296
Halpern Financial
Virginia
$4.47K +$4.47K +36 New
RFA
297
Reilly Financial Advisors
California
$4K – – –
SA
298
SRH Advisors
Kansas
$4K – – –
SFSIG
299
San Francisco Sentry Investment Group
California
$4K +$4K +35 New
FDCDDQ
300
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.72K +$3.72K +30 New
10 11
12
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