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Innovative Industrial Properties
IIPR

Overview Fund Activity

337 hedge funds and large institutions have $1.83B invested in Innovative Industrial Properties in 2022 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 142 increasing their positions, 111 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
-50
Holders Change %
-12.92%
% of All Funds
5.83%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
28
Increased
142
Reduced
111
Closed
74
Calls
$107M
Puts
$103M
Net Calls
+$3.93M
Net Calls Change
-$18.4M

Top Buyers

1
ZP
Zimmer Partners
New York
$173M
2
EMG
ETF Managers Group
New Jersey
$24.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
$395M
4
Marshall Wace
Marshall Wace
United Kingdom
$12.2M
5
Citadel Advisors
Citadel Advisors
Florida
$14.9M

Top Sellers

1
CCM
Copeland Capital Management
Pennsylvania
$0
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
3
WMSA
Weiss Multi-Strategy Advisers
New York
$0
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$6.52M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
301
SRH Advisors
Kansas
$3K – – –
KA
302
Kozak & Associates
Colorado
$3K – – –
HI
303
Hudock Inc
Pennsylvania
$3K +$71 +1 +2%
FFA
304
Fairfield Financial Advisors
Massachusetts
$2.82K +$88 +1 +3%
HWA
305
Heritage Wealth Advisors
Virginia
$2.63K +$88 +1 +3%
TWA
306
TCI Wealth Advisors
Arizona
$2K -$8.56K -77 -81%
FCA
307
FinTrust Capital Advisors
South Carolina
$2K – – –
HR
308
Howe & Rusling
New York
$2K – – –
AF
309
Advisornet Financial
Minnesota
$2K – – –
SPIA
310
Steward Partners Investment Advisory
New York
$2K – – –
RA
311
Rise Advisors
New York
$2K +$80 +1 +4%
CCM
312
Covington Capital Management
California
$2K +$1K +12 +100%
BTI
313
Blue Trust Inc
Georgia
$2K +$2K +16 New
FMII
314
Farmers & Merchants Investments Inc
Nebraska
$2K +$2K +20 New
MPWT
315
MassMutual Private Wealth & Trust
Connecticut
$2K +$2K +22 New
GWS
316
Glassman Wealth Services
Virginia
$1K -$71 -1 -7%
SIC
317
Salem Investment Counselors
North Carolina
$1K – – –
BCMLT
318
Beacon Capital Management LLC (Tennessee)
Tennessee
$1K – – –
CTC
319
Central Trust Company
Missouri
$1K – – –
OAJ
320
Ogorek Anthony Joseph
New York
$1K – – –
DI
321
Disciplined Investments
Oklahoma
$1K – – –
CHA
322
Carmichael Hill & Associates
Maryland
$1K – – –
IA
323
IFS Advisors
Kansas
$1K – – –
LC
324
Lindbrook Capital
California
$1K – – –
WWM
325
Wagner Wealth Management
South Carolina
$1K – – –
11 12
13
14 15