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Innovative Industrial Properties
IIPR

Overview Fund Activity

346 hedge funds and large institutions have $1.57B invested in Innovative Industrial Properties in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 122 increasing their positions, 114 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
-15
Holders Change %
-4.16%
% of All Funds
5.54%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
45
Increased
122
Reduced
114
Closed
57
Calls
$49.5M
Puts
$44.2M
Net Calls
+$5.3M
Net Calls Change
+$32.9M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$19.9M
2
EMG
ETF Managers Group
New Jersey
$28.7M
3
Norges Bank
Norges Bank
Norway
$21.2M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
$12.4M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.47M

Top Sellers

1
ZP
Zimmer Partners
New York
$143M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$4.19M
3
AACA
American Assets Capital Advisers
California
$0
4
Morgan Stanley
Morgan Stanley
New York
$21.3M
5
Millennium Management
Millennium Management
New York
$3.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
326
TCI Wealth Advisors
Arizona
$1.44K -$5.61K -74 -80%
SPIA
327
Steward Partners Investment Advisory
New York
$1.29K -$1.9K -25 -60%
JMF
328
Johnson Midwest Financial
Iowa
$1.2K – – –
SSG
329
Summit Securities Group
New York
$1K -$17.2K -189 -95%
OAJ
330
Ogorek Anthony Joseph
New York
$1K – – –
HGERS
331
Householder Group Estate & Retirement Specialist
Arizona
$1K +$444 +8 +80%
BAM
332
Baldrige Asset Management
Pennsylvania
$1K +$1K +10 New
CHA
333
Carmichael Hill & Associates
Maryland
$855 – – –
LC
334
Lindbrook Capital
California
$836 – – –
AWM
335
Avior Wealth Management
Nebraska
$786 – – –
MPWT
336
MassMutual Private Wealth & Trust
Connecticut
$760 -$4.86K -64 -86%
BCMLT
337
Beacon Capital Management LLC (Tennessee)
Tennessee
$760 – – –
DI
338
Disciplined Investments
Oklahoma
$760 – – –
MCM
339
MV Capital Management
Maryland
$456 +$456 +6 New
DWA
340
Delos Wealth Advisors
Texas
$419 +$70 +1 +20%
ECM
341
Everence Capital Management
Indiana
$337 – – –
Fidelity Investments
342
Fidelity Investments
Massachusetts
$228 +$76 +1 +50%
IRAG
343
Investment Research & Advisory Group
Georgia
$152 – – –
AFG
344
Albion Financial Group
Utah
$84 – – –
AACA
345
American Assets Capital Advisers
California
– -$6.74M -66,459 Closed
IAIM
346
International Assets Investment Management
Florida
– -$2.9M -45,739 Closed
DSA
347
Davis Selected Advisers
Arizona
– -$4.46M -44,000 Closed
Westfield Capital Management
348
Westfield Capital Management
Massachusetts
– -$2.91M -28,701 Closed
ERSOT
349
Employees Retirement System of Texas
Texas
– -$1.93M -19,000 Closed
NC
350
NBW Capital
Massachusetts
– -$965K -9,522 Closed
12 13
14
15 16