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Innovative Industrial Properties
IIPR

Overview Fund Activity

333 hedge funds and large institutions have $1.46B invested in Innovative Industrial Properties in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 114 increasing their positions, 113 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
+6
Holders Change %
+1.83%
% of All Funds
5.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
40
Increased
114
Reduced
113
Closed
30
Calls
$44.6M
Puts
$47.2M
Net Calls
-$2.59M
Net Calls Change
+$12.7M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$15.3M
2
AACA
2
American Assets Capital Advisers
California
$7.35M
3
SSA
3
Schonfeld Strategic Advisors
New York
$8.19M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$9.71M
5
OC
5
Oppenheimer & Co
New York
$5.64M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$7.17M
2
BlackRock
2
BlackRock
New York
$370M
3
ZP
3
Zimmer Partners
New York
$86.6M
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$3.55M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
326
MV Capital Management
Maryland
$454 – – –
ECM
327
Everence Capital Management
Indiana
$335 – – –
FRA
328
Front Row Advisors
California
$232 – – –
AWM
329
Abound Wealth Management
Tennessee
$227 – – –
IRAG
330
Investment Research & Advisory Group
Georgia
$151 – – –
AFG
331
Albion Financial Group
Utah
$88 – – –
Fidelity Investments
332
Fidelity Investments
Massachusetts
$76 -$76 -1 -50%
AWM
333
Avior Wealth Management
Nebraska
$47 -$44 – –
Wellington Management Group
334
Wellington Management Group
Massachusetts
– -$3.79M -51,944 Closed
D.E. Shaw & Co
335
D.E. Shaw & Co
New York
– -$3.66M -50,159 Closed
SFI
336
Susquehanna Fundamental Investments
Pennsylvania
– -$1.95M -26,676 Closed
EP
337
Edgestream Partners
New Jersey
– -$1.7M -23,260 Closed
VIA
338
Vident Investment Advisory
Georgia
– -$1.54M -21,097 Closed
Marshall Wace
339
Marshall Wace
United Kingdom
– -$1.45M -19,895 Closed
PWA
340
PCG Wealth Advisors
Kansas
– -$819K -11,219 Closed
Creative Planning
341
Creative Planning
Kansas
– -$364K -4,992 Closed
RIA
342
Regal Investment Advisors
Michigan
– -$361K -4,949 Closed
SBH
343
Segall Bryant & Hamill
Illinois
– -$282K -3,865 Closed
V
344
Veritable
Delaware
– -$240K -3,286 Closed
JFG
345
Jefferies Financial Group
New York
– -$204K -2,791 Closed
GAM
346
Gotham Asset Management
New York
– -$203K -2,785 Closed
M&T Bank
347
M&T Bank
New York
– -$202K -2,771 Closed
BNP Paribas Asset Management
348
BNP Paribas Asset Management
France
– -$201K -2,759 Closed
DCM
349
Dupont Capital Management
Delaware
– -$197K -2,695 Closed
SSG
350
Summit Securities Group
New York
– -$131K -1,800 Closed
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