IIPR icon

Innovative Industrial Properties

310 hedge funds and large institutions have $1.07B invested in Innovative Industrial Properties in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 115 increasing their positions, 103 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

23% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 48

45% less call options, than puts

Call options by funds: $12.8M | Put options by funds: $23.4M

Holders
310
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$12.8M
Puts
$23.4M
Net Calls
Net Calls Change

Top Buyers

1 +$11.6M
2 +$11.1M
3 +$8.1M
4
Invesco
Invesco
Georgia
+$6.09M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$5.64M
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
276
Heritage Wealth Advisors
Virginia
$2.08K
KA
277
Kozak & Associates
Colorado
$1.82K
TFA
278
Toth Financial Advisory
Virginia
$1.66K
MHR
279
Matthew Hamilton Rosenberg
$1.66K
SA
280
SRH Advisors
Kansas
$1.66K
CA
281
CoreCap Advisors
Michigan
$1.66K
NC
282
North Capital
Utah
$1.6K
PWMG
283
Private Wealth Management Group
New Jersey
$1.55K
PFBT
284
Parkside Financial Bank & Trust
Missouri
$1.33K
SIC
285
Salem Investment Counselors
North Carolina
$1.19K
VCM
286
Versant Capital Management
Arizona
$1.16K
SA
287
Scarborough Advisors
Maryland
$1.16K
BTI
288
Blue Trust Inc
Georgia
$1.1K
IA
289
IFS Advisors
Kansas
$1.1K
FMII
290
Farmers & Merchants Investments Inc
Nebraska
$1.1K
T
291
Tidemark
California
$1.05K
SIS
292
Strategic Investment Solutions
Illinois
$624
SPIA
293
Steward Partners Investment Advisory
New York
$613
BCMLT
294
Beacon Capital Management LLC (Tennessee)
Tennessee
$568
GWSG
295
GPS Wealth Strategies Group
Colorado
$443
CFFP
296
Center for Financial Planning
Michigan
$442
CAM
297
Creekmur Asset Management
Illinois
$351
MCM
298
MV Capital Management
Maryland
$332
PWMG
299
Prestige Wealth Management Group
New Jersey
$277
SC
300
Stephens Consulting
Michigan
$277