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Innovative Industrial Properties

334 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, 115 increasing their positions, 113 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 30

2% more funds holding

Funds holding: 328334 (+6)

3% more capital invested

Capital invested by funds: $1.41B → $1.46B (+$42.4M)

2% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 113

0.37% less ownership

Funds ownership: 69.24%68.86% (-0.37%)

5% less call options, than puts

Call options by funds: $44.6M | Put options by funds: $47.2M

Holders
334
Holders Change
+6
Holders Change %
+1.83%
% of All Funds
5.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
40
Increased
115
Reduced
113
Closed
30
Calls
$44.6M
Puts
$47.2M
Net Calls
-$2.59M
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
276
Northwestern Mutual Wealth Management
Wisconsin
$12.5K +$160 +2 +1%
CSPIA
277
Cary Street Partners Investment Advisory
Virginia
$12K
HI
278
Harbour Investments
Wisconsin
$10.4K -$8K -100 -42%
AA
279
Ancora Advisors
Ohio
$9.61K -$275K -3,442 -96%
PA
280
PSI Advisors
Florida
$8.32K
Credit Agricole
281
Credit Agricole
France
$7.79K
SSB
282
Sandy Spring Bank
Maryland
$7.57K
SWM
283
Sugarloaf Wealth Management
Georgia
$7.49K
PFBT
284
Parkside Financial Bank & Trust
Missouri
$7.42K
RG
285
Retirement Group
California
$7.26K
DFA
286
DHJJ Financial Advisors
Illinois
$7.04K +$7.43K +93 New
FCA
287
FinTrust Capital Advisors
South Carolina
$6.81K +$5.52K +69 +329%
MPWT
288
MassMutual Private Wealth & Trust
Connecticut
$6.51K
Group One Trading
289
Group One Trading
Illinois
$6.2K -$1.31M -16,415 -100%
GWM
290
Geneos Wealth Management
Colorado
$5.3K
JPWM
291
Jamison Private Wealth Management
Georgia
$5.16K +$5.44K +68 New
BWM
292
Baystate Wealth Management
Massachusetts
$4.68K +$80 +1 +2%
AF
293
Allworth Financial
California
$4.65K +$320 +4 +7%
SCA
294
Stonebridge Capital Advisors
Minnesota
$4.31K
QCG
295
Quadrant Capital Group
Ohio
$4.24K
WAS
296
Winch Advisory Services
Wisconsin
$4K
TWM
297
Tradition Wealth Management
Minnesota
$4K +$80 +1 +2%
BLC
298
Brown, Lisle/Cummings
Rhode Island
$3.78K
WOSD
299
WFA of San Diego
California
$3.78K
BIA
300
Bell Investment Advisors
California
$3.71K +$2.56K +32 +188%

IIPR Hedge Fund Activity: Q3 2023 in Review

334 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Innovative Industrial Properties (IIPR) for Q3 2023, worth a combined $1.46B — up 3% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IIPR positions and 30 closed out — a net gain of 10 holders — while 115 added to existing stakes and 113 trimmed.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $16.2M. The largest seller was Citadel Advisors, cutting an estimated $8.77M.

  • 334 institutional investors held Innovative Industrial Properties (IIPR) as of Q3 2023, up from 328 in Q2 2023.
  • Funds reported $1.46B of Innovative Industrial Properties stock for Q3 2023, up 3% quarter-over-quarter.
  • 40 funds opened new Innovative Industrial Properties positions in Q3 2023 and 30 closed out, a net change of +10 holders.
  • The largest Innovative Industrial Properties buyer in Q3 2023 was Balyasny Asset Management, an estimated $16.2M added.
  • The largest Innovative Industrial Properties seller in Q3 2023 was Citadel Advisors, an estimated $8.77M sold.

Based on aggregated 13F filings for Q3 2023.