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Innovative Industrial Properties

359 hedge funds and large institutions have $1.33B invested in Innovative Industrial Properties in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 120 increasing their positions, 106 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 106

0.59% more ownership

Funds ownership: 70.15%70.74% (+0.59%)

5% less call options, than puts

Call options by funds: $26.3M | Put options by funds: $27.6M

13% less funds holding

Funds holding: 415359 (-56)

46% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 111

50% less capital invested

Capital invested by funds: $2.68B → $1.33B (-$1.34B)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
359
Holders Change
-56
Holders Change %
-13.49%
% of All Funds
4.73%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
60
Increased
120
Reduced
106
Closed
111
Calls
$26.3M
Puts
$27.6M
Net Calls
-$1.3M
Net Calls Change
-$24.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
301
Centerpoint Advisors
Massachusetts
$5K
PPA
302
Painted Porch Advisors
California
$4.97K
BIA
303
Bell Investment Advisors
California
$4.87K -$2.03K -18 -20%
T
304
Transce3nd
Texas
$4.46K +$7.54K +67 New
BLC
305
Brown, Lisle/Cummings
Rhode Island
$3.33K
MBFW
306
Morton Brown Family Wealth
Pennsylvania
$3.27K
CTA
307
Colonial Trust Advisors
South Carolina
$3K
AF
308
Allworth Financial
California
$2.96K +$113 +1 +2%
CIA
309
Cape Investment Advisory
Georgia
$2.73K -$90K -800 -95%
HCM
310
Hollencrest Capital Management
California
$2.73K +$4.61K +41 New
HWA
311
Heritage Wealth Advisors
Virginia
$2.35K
TFA
312
Toth Financial Advisory
Virginia
$2.33K -$6.64K -59 -63%
PWMG
313
Private Wealth Management Group
New Jersey
$2.33K +$1.35K +12 +52%
ADL
314
Asset Dedication LLC
California
$2.27K
GWSG
315
GPS Wealth Strategies Group
Colorado
$2.22K -$1.13K -10 -23%
CA
316
CoreCap Advisors
Michigan
$2.13K
KA
317
Kozak & Associates
Colorado
$2.09K
LFA
318
LGT Financial Advisors
Texas
$2.07K
MHR
319
Matthew Hamilton Rosenberg
$2K
SA
320
SRH Advisors
Kansas
$2K
MW
321
Maia Wealth
Colorado
$2K +$3.38K +30 New
SWM
322
Sanctuary Wealth Management
Idaho
$1.87K +$2.03K +18 +180%
CWP
323
Clark Wealth Partners
Illinois
$1.82K +$3.04K +27 New
PIS
324
POM Investment Strategies
North Carolina
$1.67K
SIC
325
Salem Investment Counselors
North Carolina
$1.43K

IIPR Hedge Fund Activity: Q4 2024 in Review

359 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Innovative Industrial Properties (IIPR) for Q4 2024, worth a combined $1.33B — down 50% from $2.68B a quarter earlier.

Sellers outnumbered buyers: 111 funds closed out of IIPR and 60 opened new positions — a net loss of 51 holders — while 106 trimmed existing stakes and 120 added.

The largest buyer was Pacer Advisors, opening a new position worth an estimated $70.9M. The largest seller was Wellington Management Group, exiting entirely with an estimated $76.5M sold.

  • 359 institutional investors held Innovative Industrial Properties (IIPR) as of Q4 2024, down from 415 in Q3 2024.
  • Funds reported $1.33B of Innovative Industrial Properties stock for Q4 2024, down 50% quarter-over-quarter.
  • 60 funds opened new Innovative Industrial Properties positions in Q4 2024 and 111 closed out, a net change of -51 holders.
  • The largest Innovative Industrial Properties buyer in Q4 2024 was Pacer Advisors, an estimated $70.9M added.
  • The largest Innovative Industrial Properties seller in Q4 2024 was Wellington Management Group, an estimated $76.5M sold.

Based on aggregated 13F filings for Q4 2024.