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Innovative Industrial Properties
IIPR

Overview Fund Activity

392 hedge funds and large institutions have $2.15B invested in Innovative Industrial Properties in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 136 increasing their positions, 123 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
392
Holders Change
+15
Holders Change %
+3.98%
% of All Funds
5.7%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
50
Increased
136
Reduced
123
Closed
26
Calls
$54.6M
Puts
$43.2M
Net Calls
+$11.4M
Net Calls Change
+$16.6M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$41.8M
2
PFMOSF
Philadelphia Financial Management of San Francisco
California
$7.01M
3
SSA
Schonfeld Strategic Advisors
New York
$8.84M
4
SBH
Segall Bryant & Hamill
Illinois
$6.02M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$35.9M

Top Sellers

1
ZP
Zimmer Partners
New York
$59.9M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$199K
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$0
5
Citadel Advisors
Citadel Advisors
Florida
$19.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIS
301
Sound Income Strategies
Florida
$31.9K +$8.64K +79 +37%
BHWM
302
Beaird Harris Wealth Management
Texas
$28.6K – – –
US Bancorp
303
US Bancorp
Minnesota
$27.4K +$109 +1 +0.4%
HCM
304
Horrell Capital Management
Arkansas
$27K – – –
AAG
305
Armstrong Advisory Group
Massachusetts
$24.2K – – –
TCOV
306
Trust Company of Vermont
Vermont
$21.8K – – –
CAS
307
Coppell Advisory Solutions
Texas
$21.8K +$21.8K +200 New
RAM
308
Riggs Asset Management
Pennsylvania
$21.8K +$21.8K +200 New
PCMC
309
Planning Capital Management Corporation
Pennsylvania
$21.1K – – –
RTC
310
Riverview Trust Company
Washington
$20.5K – – –
HFS
311
Horizon Financial Services
North Carolina
$19.3K +$436 +4 +2%
GXJ
312
Global X Japan
Japan
$19.2K – – –
CFG
313
CKW Financial Group
Hawaii
$19K – – –
CYG
314
Clean Yield Group
Vermont
$18.8K +$109 +1 +0.6%
SAM
315
Smartleaf Asset Management
Massachusetts
$17.3K +$17.1K +155 +7,750%
M
316
MOTCO
Texas
$16.4K +$16.4K +150 New
HI
317
Harbour Investments
Wisconsin
$15.3K – – –
CAL
318
Capital Analysts LLC
Pennsylvania
$15K +$6.17K +58 +70%
AA
319
Ancora Advisors
Ohio
$13.9K – – –
FDCDDQ
320
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.7K -$3.93K -36 -22%
AAP
321
Arax Advisory Partners
Colorado
$12.7K +$1.75K +16 +16%
PA
322
PSI Advisors
Florida
$12K – – –
Credit Agricole
323
Credit Agricole
France
$11.3K – – –
HGERS
324
Householder Group Estate & Retirement Specialist
Arizona
$11K +$10.2K +100 +1,250%
CA
325
Clearstead Advisors
Ohio
$10.9K +$10.9K +100 New
11 12
13
14 15