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Innovative Industrial Properties

327 hedge funds and large institutions have $1.41B invested in Innovative Industrial Properties in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 115 increasing their positions, 110 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
-19
Holders Change %
-5.49%
% of All Funds
5.16%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
40
Increased
115
Reduced
110
Closed
55
Calls
$28.5M
Puts
$43.8M
Net Calls
-$15.3M
Net Calls Change
-$20.6M
Name Holding Trade Value Shares
Change
Shares
Change %
AF
301
Advisornet Financial
Minnesota
$1.83K
PGAM
302
Princeton Global Asset Management
New Jersey
$1.56K +$1.56K +21 New
EWA
303
EverSource Wealth Advisors
Alabama
$1.53K +$1.53K +21 New
SIC
304
Salem Investment Counselors
North Carolina
$1.53K
IA
305
IFS Advisors
Kansas
$1.46K
FMII
306
Farmers & Merchants Investments Inc
Nebraska
$1.46K
IGWM
307
ICA Group Wealth Management
Colorado
$1.46K
VAG
308
VisionPoint Advisory Group
Texas
$1.46K +$1.46K +20 New
BIA
309
Bell Investment Advisors
California
$1.24K -$804 -11 -39%
SPIA
310
Steward Partners Investment Advisory
New York
$1.24K
CAL
311
Capital Advisors Ltd
Ohio
$1K +$1K +7 New
CHA
312
Carmichael Hill & Associates
Maryland
$842 +$70 +1 +9%
LC
313
Lindbrook Capital
California
$803
FA
314
Fiduciary Alliance
South Carolina
$803 +$803 +11 New
DI
315
Disciplined Investments
Oklahoma
$730
BCMLT
316
Beacon Capital Management LLC (Tennessee)
Tennessee
$730
MCM
317
MV Capital Management
Maryland
$439
DWA
318
Delos Wealth Advisors
Texas
$413
AWM
319
Abound Wealth Management
Tennessee
$220 +$220 +3 New
Point72 Asset Management
320
Point72 Asset Management
Connecticut
$146 -$134K -1,833 -100%
Fidelity Investments
321
Fidelity Investments
Massachusetts
$146 -$73 -1 -33%
IRAG
322
Investment Research & Advisory Group
Georgia
$146
GWMIA
323
Global Wealth Management Investment Advisory
Florida
$146 +$146 +2 New
AFG
324
Albion Financial Group
Utah
$83
AWM
325
Avior Wealth Management
Nebraska
$44 -$786 -10 Closed