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Innovative Industrial Properties
IIPR

Overview Fund Activity

333 hedge funds and large institutions have $1.46B invested in Innovative Industrial Properties in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 114 increasing their positions, 113 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
+6
Holders Change %
+1.83%
% of All Funds
5.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
40
Increased
114
Reduced
113
Closed
30
Calls
$44.6M
Puts
$47.2M
Net Calls
-$2.59M
Net Calls Change
+$12.7M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$15.3M
2
AACA
2
American Assets Capital Advisers
California
$7.35M
3
SSA
3
Schonfeld Strategic Advisors
New York
$8.19M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$9.71M
5
OC
5
Oppenheimer & Co
New York
$5.64M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$7.17M
2
BlackRock
2
BlackRock
New York
$370M
3
ZP
3
Zimmer Partners
New York
$86.6M
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$3.55M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CTA
301
Colonial Trust Advisors
South Carolina
$3.41K – – –
PWMG
302
Prestige Wealth Management Group
New Jersey
$2.87K -$852 -11 -23%
S
303
SignatureFD
Georgia
$2.76K -$13.4K -175 -83%
HWA
304
Heritage Wealth Advisors
Virginia
$2.44K – – –
LFA
305
LGT Financial Advisors
Texas
$2.35K +$2.35K +31 New
HIA
306
Harbor Investment Advisory
Maryland
$2.27K – – –
SA
307
SRH Advisors
Kansas
$2.27K – – –
Toronto Dominion Bank
308
Toronto Dominion Bank
Ontario, Canada
$2.19K – – –
KA
309
Kozak & Associates
Colorado
$2.06K – – –
SPIA
310
Steward Partners Investment Advisory
New York
$2.04K +$757 +10 +59%
RA
311
Rise Advisors
New York
$2.03K +$75 +1 +4%
CWM
312
CarsonAllaria Wealth Management
Illinois
$2.02K – – –
Bessemer Group
313
Bessemer Group
New Jersey
$2K – – –
GWS
314
Glassman Wealth Services
Virginia
$1.97K – – –
AF
315
Advisornet Financial
Minnesota
$1.89K – – –
SIC
316
Salem Investment Counselors
North Carolina
$1.62K – – –
EWA
317
EverSource Wealth Advisors
Alabama
$1.59K – – –
FMII
318
Farmers & Merchants Investments Inc
Nebraska
$1.51K – – –
IA
319
IFS Advisors
Kansas
$1.51K – – –
CAL
320
Capital Advisors Ltd
Ohio
$1K – – –
LC
321
Lindbrook Capital
California
$832 – – –
BCMLT
322
Beacon Capital Management LLC (Tennessee)
Tennessee
$730 – – –
HGERS
323
Householder Group Estate & Retirement Specialist
Arizona
$635 +$635 +8 New
SL
324
Salomon & Ludwin
Virginia
$530 +$530 +7 New
DWA
325
Delos Wealth Advisors
Texas
$505 – – –
11 12
13
14 15