We are live on ! Find out more
IIPR icon

Innovative Industrial Properties
IIPR

363 hedge funds and large institutions have $2.15B invested in Innovative Industrial Properties in 2022 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 121 increasing their positions, 126 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 30

17% more capital invested

Capital invested by funds: $1.83B → $2.15B (+$313M)

7% more funds holding

Funds holding: 339 → 363 (+24)

1.82% more ownership

Funds ownership: 74.04% → 75.87% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

4% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 126

38% less call options, than puts

Call options by funds: $45.8M | Put options by funds: $73.4M

Holders
363
Holders Change
+24
Holders Change %
+7.08%
% of All Funds
5.84%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
60
Increased
121
Reduced
126
Closed
30
Calls
$45.8M
Puts
$73.4M
Net Calls
-$27.6M
Net Calls Change
-$31.6M

Top Buyers

Rank Fund Capital Flow
1
ZP
Zimmer Partners
New York
+$52.7M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$39M
3
Norges Bank
Norges Bank
Norway
+$14.2M
4
BlackRock
BlackRock
New York
+$10.1M
5
JP Morgan Chase
JP Morgan Chase
New York
+$7.52M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$12.6M
2
Millennium Management
Millennium Management
New York
-$11.1M
3
Pacer Advisors
Pacer Advisors
Pennsylvania
-$11.1M
4
AI
AdvisorShares Investments
Maryland
-$10.3M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$9.97M
Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
326
Heritage Wealth Advisors
Virginia
$3.07K – – –
HIA
327
Harbor Investment Advisory
Maryland
$3.04K – – –
KA
328
Kozak & Associates
Colorado
$3K – – –
SA
329
SRH Advisors
Kansas
$3K – – –
CWM
330
CarsonAllaria Wealth Management
Illinois
$3K +$2.66K +25 New
RA
331
Rise Advisors
New York
$2.55K – – –
AF
332
Advisornet Financial
Minnesota
$2.53K – – –
FCA
333
FinTrust Capital Advisors
South Carolina
$2.13K – – –
SIC
334
Salem Investment Counselors
North Carolina
$2.12K +$1.17K +11 +110%
FMII
335
Farmers & Merchants Investments Inc
Nebraska
$2.03K – – –
IA
336
IFS Advisors
Kansas
$2.03K – – –
IGWM
337
ICA Group Wealth Management
Colorado
$2.03K +$2.13K +20 New
Walleye Capital
338
Walleye Capital
New York
$2.03K +$2.13K +20 New
OAJ
339
Ogorek Anthony Joseph
New York
$2K – – –
JMF
340
Johnson Midwest Financial
Iowa
$2K +$106 +1 +7%
CA
341
CoreCap Advisors
Michigan
$1.52K +$1.6K +15 New
GWS
342
Glassman Wealth Services
Virginia
$1.42K – – –
CHA
343
Carmichael Hill & Associates
Maryland
$1.12K – – –
LC
344
Lindbrook Capital
California
$1.11K – – –
FA
345
Fiduciary Alliance
South Carolina
$1.11K +$1.17K +11 New
AWM
346
Avior Wealth Management
Nebraska
$1.03K – – –
BCMLT
347
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.01K – – –
DI
348
Disciplined Investments
Oklahoma
$1.01K – – –
BTI
349
Blue Trust Inc
Georgia
$1K -$639 -6 -38%
HGERS
350
Householder Group Estate & Retirement Specialist
Arizona
$1K – – –
12 13
14
15 16

IIPR Hedge Fund Activity: Q4 2022 in Review

363 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Innovative Industrial Properties (IIPR) for Q4 2022, worth a combined $2.15B — up 17% from $1.83B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new IIPR positions and 30 closed out — a net gain of 30 holders — while 121 added to existing stakes and 126 trimmed.

The largest buyer was Zimmer Partners, adding an estimated $52.7M. The largest seller was Citadel Advisors, cutting an estimated $12.6M.

  • 363 institutional investors held Innovative Industrial Properties (IIPR) as of Q4 2022, up from 339 in Q3 2022.
  • Funds reported $2.15B of Innovative Industrial Properties stock for Q4 2022, up 17% quarter-over-quarter.
  • 60 funds opened new Innovative Industrial Properties positions in Q4 2022 and 30 closed out, a net change of +30 holders.
  • The largest Innovative Industrial Properties buyer in Q4 2022 was Zimmer Partners, an estimated $52.7M added.
  • The largest Innovative Industrial Properties seller in Q4 2022 was Citadel Advisors, an estimated $12.6M sold.

Based on aggregated 13F filings for Q4 2022.