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Innovative Industrial Properties

394 hedge funds and large institutions have $2.15B invested in Innovative Industrial Properties in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 135 increasing their positions, 125 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

89% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 27

26% more call options, than puts

Call options by funds: $54.6M | Put options by funds: $43.2M

5% more capital invested

Capital invested by funds: $2.05B → $2.15B (+$103M)

4% more funds holding

Funds holding: 378394 (+16)

8% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 125

0.7% less ownership

Funds ownership: 70.17%69.47% (-0.7%)

Holders
394
Holders Change
+16
Holders Change %
+4.23%
% of All Funds
5.69%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
51
Increased
135
Reduced
125
Closed
27
Calls
$54.6M
Puts
$43.2M
Net Calls
+$11.4M
Net Calls Change
+$16.6M
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
301
Huntington National Bank
Ohio
$33.3K +$420 +4 +1%
SIS
302
Sound Income Strategies
Florida
$31.9K +$8.29K +79 +37%
BHWM
303
Beaird Harris Wealth Management
Texas
$28.6K
US Bancorp
304
US Bancorp
Minnesota
$27.4K +$105 +1 +0.4%
HCM
305
Horrell Capital Management
Arkansas
$27K
AAG
306
Armstrong Advisory Group
Massachusetts
$24.2K
TCOV
307
Trust Company of Vermont
Vermont
$21.8K
CAS
308
Coppell Advisory Solutions
Texas
$21.8K +$21K +200 New
RAM
309
Riggs Asset Management
Pennsylvania
$21.8K +$21K +200 New
PCMC
310
Planning Capital Management Corporation
Pennsylvania
$21.1K
RTC
311
Riverview Trust Company
Washington
$20.5K
HFS
312
Horizon Financial Services
North Carolina
$19.3K +$420 +4 +2%
GXJ
313
Global X Japan
Japan
$19.2K
CFG
314
CKW Financial Group
Hawaii
$19K
CYG
315
Clean Yield Group
Vermont
$18.8K +$105 +1 +0.6%
SAM
316
Smartleaf Asset Management
Massachusetts
$17.3K +$16.3K +155 +7,750%
M
317
MOTCO
Texas
$16.4K +$15.7K +150 New
HI
318
Harbour Investments
Wisconsin
$15.3K
CAL
319
Capital Analysts LLC
Pennsylvania
$15K +$6.09K +58 +70%
AA
320
Ancora Advisors
Ohio
$13.9K
FDCDDQ
321
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.7K -$3.78K -36 -22%
AAP
322
Arax Advisory Partners
Colorado
$12.7K +$1.68K +16 +16%
PA
323
PSI Advisors
Florida
$12K
Credit Agricole
324
Credit Agricole
France
$11.3K
HGERS
325
Householder Group Estate & Retirement Specialist
Arizona
$11K +$10.5K +100 +1,250%

IIPR Hedge Fund Activity: Q2 2024 in Review

394 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Innovative Industrial Properties (IIPR) for Q2 2024, worth a combined $2.15B — up 5% from $2.05B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new IIPR positions and 27 closed out — a net gain of 24 holders — while 135 added to existing stakes and 125 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $39.9M. The largest seller was Zimmer Partners, cutting an estimated $23.8M.

  • 394 institutional investors held Innovative Industrial Properties (IIPR) as of Q2 2024, up from 378 in Q1 2024.
  • Funds reported $2.15B of Innovative Industrial Properties stock for Q2 2024, up 5% quarter-over-quarter.
  • 51 funds opened new Innovative Industrial Properties positions in Q2 2024 and 27 closed out, a net change of +24 holders.
  • The largest Innovative Industrial Properties buyer in Q2 2024 was Wellington Management Group, an estimated $39.9M added.
  • The largest Innovative Industrial Properties seller in Q2 2024 was Zimmer Partners, an estimated $23.8M sold.

Based on aggregated 13F filings for Q2 2024.