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Innovative Industrial Properties
IIPR

Overview Fund Activity

366 hedge funds and large institutions have $2.03B invested in Innovative Industrial Properties in 2023 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 109 increasing their positions, 119 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+33
Holders Change %
+9.91%
% of All Funds
5.37%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
78
Increased
109
Reduced
119
Closed
40
Calls
$50.7M
Puts
$55.6M
Net Calls
-$4.83M
Net Calls Change
-$2.24M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$69.2M
2
Citadel Advisors
2
Citadel Advisors
Florida
$33.9M
3
BlackRock
3
BlackRock
New York
$513M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$37.6M
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$12.1M

Top Sellers

1
ZP
1
Zimmer Partners
New York
$95.8M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
SSA
3
Schonfeld Strategic Advisors
New York
$3.39M
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$673K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPWT
301
MassMutual Private Wealth & Trust
Connecticut
$12.8K +$4.13K +41 +48%
PA
302
PSI Advisors
Florida
$11.1K – – –
Credit Agricole
303
Credit Agricole
France
$10.4K – – –
PA
304
Parallel Advisors
California
$10.3K -$25.7K -255 -71%
SSB
305
Sandy Spring Bank
Maryland
$10.1K – – –
BTI
306
Blue Trust Inc
Georgia
$10K +$10K +130 New
SWM
307
Sugarloaf Wealth Management
Georgia
$9.98K – – –
DFA
308
DHJJ Financial Advisors
Illinois
$9.38K – – –
FCA
309
FinTrust Capital Advisors
South Carolina
$9.07K – – –
CAL
310
Capital Analysts LLC
Pennsylvania
$8K -$13.1K -136 -62%
IGWM
311
ICA Group Wealth Management
Colorado
$7.26K +$7.26K +72 New
JPWM
312
Jamison Private Wealth Management
Georgia
$7.03K +$201 +2 +3%
BIA
313
Bell Investment Advisors
California
$6.86K +$1.92K +19 +39%
BWM
314
Baystate Wealth Management
Massachusetts
$6.38K +$202 +2 +3%
QCG
315
Quadrant Capital Group
Ohio
$5.65K – – –
BLC
316
Brown, Lisle/Cummings
Rhode Island
$5.04K – – –
TWM
317
Tradition Wealth Management
Minnesota
$5K +$192 +2 +4%
MBFW
318
Morton Brown Family Wealth
Pennsylvania
$4.94K +$4.94K +49 New
CTA
319
Colonial Trust Advisors
South Carolina
$4.54K – – –
NSIM
320
North Star Investment Management
Illinois
$4.54K – – –
AF
321
Allworth Financial
California
$4.07K -$2.14K -21 -34%
S
322
SignatureFD
Georgia
$3.7K +$100 +1 +3%
HWA
323
Heritage Wealth Advisors
Virginia
$3.33K +$101 +1 +3%
PA
324
Pineridge Advisors
Missouri
$3.33K +$3.33K +33 New
LA
325
LM Advisors
California
$3.2K +$3.2K +32 New
11 12
13
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