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Innovative Industrial Properties
IIPR

Overview Fund Activity

377 hedge funds and large institutions have $2.05B invested in Innovative Industrial Properties in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 130 increasing their positions, 124 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
377
Holders Change
+11
Holders Change %
+3.01%
% of All Funds
5.47%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
47
Increased
130
Reduced
124
Closed
32
Calls
$56.4M
Puts
$61.6M
Net Calls
-$5.2M
Net Calls Change
-$365K

Top Buyers

1
TI
Tidal Investments
Wisconsin
$24.5M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$14.5M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$29.3M
4
ECM
ExodusPoint Capital Management
New York
$8.11M
5
LSV Asset Management
LSV Asset Management
Illinois
$10.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$37.5M
2
ZP
Zimmer Partners
New York
$80.2M
3
State Street
State Street
Massachusetts
$175M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$28M
5
BlackRock
BlackRock
New York
$519M
Name Holding Trade Value Shares
Change 		Shares
Change %
Loomis, Sayles & Company
301
Loomis, Sayles & Company
Massachusetts
$23K -$12.5K -122 -35%
AAG
302
Armstrong Advisory Group
Massachusetts
$22.4K – – –
SIS
303
Sound Income Strategies
Florida
$22.1K +$415 +4 +2%
SWM
304
Spire Wealth Management
Virginia
$21.7K – – –
PS
305
Principal Securities
Iowa
$21.6K +$18.5K +179 +597%
TCOV
306
Trust Company of Vermont
Vermont
$20.7K – – –
CFM
307
Catalyst Funds Management
Australia
$20.7K +$20.7K +200 New
PCMC
308
Planning Capital Management Corporation
Pennsylvania
$20K – – –
RTC
309
Riverview Trust Company
Washington
$19.5K +$19.5K +188 New
GXJ
310
Global X Japan
Japan
$18.1K – – –
HFS
311
Horizon Financial Services
North Carolina
$18K +$18K +173 New
CYG
312
Clean Yield Group
Vermont
$17.7K – – –
RCM
313
Raleigh Capital Management
North Carolina
$17.5K +$17.5K +169 New
CFG
314
CKW Financial Group
Hawaii
$17K – – –
FDCDDQ
315
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.7K – – –
HI
316
Harbour Investments
Wisconsin
$14.5K – – –
CJ
317
Caitlin John
Michigan
$14.4K +$934 +9 +7%
AA
318
Ancora Advisors
Ohio
$13.2K – – –
PA
319
PSI Advisors
Florida
$11.4K – – –
TC
320
Truvestments Capital
Florida
$10.6K +$10.6K +103 New
AAP
321
Arax Advisory Partners
Colorado
$10.4K +$10.4K +100 New
SWM
322
Sugarloaf Wealth Management
Georgia
$10.3K – – –
Credit Agricole
323
Credit Agricole
France
$9.67K – – –
DFA
324
DHJJ Financial Advisors
Illinois
$9.63K – – –
FCA
325
FinTrust Capital Advisors
South Carolina
$9.32K – – –
11 12
13
14 15