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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 %
CSPIA
276
Cary Street Partners Investment Advisory
Virginia
$12K – – –
HI
277
Harbour Investments
Wisconsin
$10.4K -$7.55K -100 -42%
AA
278
Ancora Advisors
Ohio
$9.61K -$260K -3,442 -96%
PA
279
PSI Advisors
Florida
$8.32K – – –
Credit Agricole
280
Credit Agricole
France
$7.79K – – –
SSB
281
Sandy Spring Bank
Maryland
$7.57K – – –
SWM
282
Sugarloaf Wealth Management
Georgia
$7.49K – – –
PFBT
283
Parkside Financial Bank & Trust
Missouri
$7.42K – – –
RG
284
Retirement Group
California
$7.26K – – –
DFA
285
DHJJ Financial Advisors
Illinois
$7.04K +$7.04K +93 New
FCA
286
FinTrust Capital Advisors
South Carolina
$6.81K +$5.22K +69 +329%
MPWT
287
MassMutual Private Wealth & Trust
Connecticut
$6.51K – – –
Group One Trading
288
Group One Trading
Illinois
$6.2K -$1.24M -16,415 -100%
GWM
289
Geneos Wealth Management
Colorado
$5.3K – – –
JPWM
290
Jamison Private Wealth Management
Georgia
$5.16K +$5.16K +68 New
BWM
291
Baystate Wealth Management
Massachusetts
$4.68K +$77 +1 +2%
AF
292
Allworth Financial
California
$4.65K +$305 +4 +7%
SCA
293
Stonebridge Capital Advisors
Minnesota
$4.31K – – –
QCG
294
Quadrant Capital Group
Ohio
$4.24K – – –
WAS
295
Winch Advisory Services
Wisconsin
$4K – – –
TWM
296
Tradition Wealth Management
Minnesota
$4K +$80 +1 +2%
WOSD
297
WFA of San Diego
California
$3.78K – – –
BLC
298
Brown, Lisle/Cummings
Rhode Island
$3.78K – – –
BIA
299
Bell Investment Advisors
California
$3.71K +$2.42K +32 +188%
CTA
300
Colonial Trust Advisors
South Carolina
$3.41K – – –
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