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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 %
HNB
276
Huntington National Bank
Ohio
$30.3K – – –
LFA
277
Level Financial Advisors
New York
$30.2K -$7.06K -70 -19%
BFEC
278
Benjamin F. Edwards & Company
Missouri
$30K +$30K +292 New
GI
279
GAMMA Investing
California
$26.5K +$26.5K +284 New
BHWM
280
Beaird Harris Wealth Management
Texas
$26.4K – – –
HCM
281
Horrell Capital Management
Arkansas
$25K – – –
RG
282
Retirement Group
California
$24.8K +$15.1K +150 +156%
CAS
283
Coppell Advisory Solutions
Texas
$24.4K +$1.51K +15 +7%
Federated Hermes
284
Federated Hermes
Pennsylvania
$22.6K -$2.12K -21 -9%
AAG
285
Armstrong Advisory Group
Massachusetts
$22.4K – – –
SIS
286
Sound Income Strategies
Florida
$21.1K +$21.1K +209 New
TCOV
287
Trust Company of Vermont
Vermont
$20.2K – – –
RFA
288
Resurgent Financial Advisors
Georgia
$20.2K +$20.2K +200 New
SSG
289
Summit Securities Group
New York
$20K +$20K +200 New
SWM
290
Spire Wealth Management
Virginia
$19.8K – – –
PCMC
291
Planning Capital Management Corporation
Pennsylvania
$19.5K +$19.5K +193 New
GXJ
292
Global X Japan
Japan
$17.7K +$17.7K +176 New
CYG
293
Clean Yield Group
Vermont
$17.2K +$101 +1 +0.6%
CFG
294
CKW Financial Group
Hawaii
$17K – – –
FDCDDQ
295
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.2K -$6.05K -60 -27%
Jones Financial Companies
296
Jones Financial Companies
Missouri
$15.5K +$15.5K +154 New
IA
297
IFP Advisors
Florida
$14.1K -$118K -1,170 -89%
HI
298
Harbour Investments
Wisconsin
$14.1K +$201 +2 +1%
CJ
299
Caitlin John
Michigan
$13.3K +$13.3K +130 New
AA
300
Ancora Advisors
Ohio
$12.8K – – –
10 11
12
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