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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
GXJ
276
Global X Japan
Japan
$12.3K
CFG
277
CKW Financial Group
Hawaii
$12K
FDCDDQ
278
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.5K
CYG
279
Clean Yield Group
Vermont
$11.5K +$113 +1 +0.6%
UFF
280
USA Financial Formulas
Michigan
$11.5K -$1.24K -11 -6%
NSIM
281
North Star Investment Management
Illinois
$11K +$13.5K +120 +267%
HFS
282
Horizon Financial Services
North Carolina
$10.7K -$900 -8 -5%
PA
283
Parallel Advisors
California
$9.57K
HI
284
Harbour Investments
Wisconsin
$9.36K
EWA
285
EverSource Wealth Advisors
Alabama
$9.26K +$10.7K +95 +216%
AA
286
Ancora Advisors
Ohio
$8.46K
TWC
287
TD Waterhouse Canada
Ontario, Canada
$7.47K
CIBC Private Wealth Group
288
CIBC Private Wealth Group
Georgia
$7.43K -$6.64K -59 -34%
PA
289
PSI Advisors
Florida
$7.33K
Lazard Asset Management
290
Lazard Asset Management
New York
$7K -$34.4K -306 -74%
Credit Agricole
291
Credit Agricole
France
$6.86K
LSA
292
Leonteq Securities AG
Switzerland
$6.66K -$11.3K -100 -50%
CA
293
Clearstead Advisors
Ohio
$6.66K
SWM
294
Sugarloaf Wealth Management
Georgia
$6.6K
OCM
295
Orion Capital Management
California
$6.6K +$11.1K +99 New
DFA
296
DHJJ Financial Advisors
Illinois
$6.2K
Bessemer Group
297
Bessemer Group
New Jersey
$6K +$3.71K +33 +53%
MPWT
298
MassMutual Private Wealth & Trust
Connecticut
$5.66K +$450 +4 +5%
IA
299
IFP Advisors
Florida
$5.2K +$3.15K +28 +56%
CAL
300
Capital Advisors Ltd
Ohio
$5K -$113 -1 -1%

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.