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Innovative Industrial Properties
IIPR

Overview Fund Activity

366 hedge funds and large institutions have $2.03B invested in Innovative Industrial Properties in 2023 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 109 increasing their positions, 119 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+33
Holders Change %
+9.91%
% of All Funds
5.37%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
78
Increased
109
Reduced
119
Closed
40
Calls
$50.7M
Puts
$55.6M
Net Calls
-$4.83M
Net Calls Change
-$2.24M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$69.2M
2
Citadel Advisors
2
Citadel Advisors
Florida
$33.9M
3
BlackRock
3
BlackRock
New York
$513M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$37.6M
5
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$12.1M

Top Sellers

1
ZP
1
Zimmer Partners
New York
$95.8M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
SSA
3
Schonfeld Strategic Advisors
New York
$3.39M
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$673K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFA
326
LGT Financial Advisors
Texas
$3.13K – – –
HIA
327
Harbor Investment Advisory
Maryland
$3.03K – – –
SA
328
SRH Advisors
Kansas
$3.03K – – –
PS
329
Principal Securities
Iowa
$3.03K +$3.03K +30 New
RIL
330
Rothschild Investment LLC
Illinois
$3.03K +$3.03K +30 New
KA
331
Kozak & Associates
Colorado
$2.74K +$94 +1 +4%
SPIA
332
Steward Partners Investment Advisory
New York
$2.72K – – –
AF
333
Advisornet Financial
Minnesota
$2.52K – – –
PIS
334
POM Investment Strategies
North Carolina
$2.52K +$2.52K +25 New
GWS
335
Glassman Wealth Services
Virginia
$2.42K -$202 -2 -8%
GIA
336
GHP Investment Advisors
Colorado
$2.42K +$2.42K +24 New
PWMG
337
Private Wealth Management Group
New Jersey
$2.32K +$2.32K +23 New
RA
338
Rise Advisors
New York
$2.27K -$515 -5 -19%
SIC
339
Salem Investment Counselors
North Carolina
$2.11K – – –
IA
340
IFS Advisors
Kansas
$2.02K – – –
FMII
341
Farmers & Merchants Investments Inc
Nebraska
$2.02K – – –
RWPA
342
Richard W. Paul & Associates
Michigan
$2.02K +$2.02K +20 New
Bessemer Group
343
Bessemer Group
New Jersey
$2K – – –
AT
344
Arlington Trust
Alabama
$1.92K +$1.92K +19 New
T
345
Tidemark
California
$1.92K +$1.92K +19 New
Fidelity Investments
346
Fidelity Investments
Massachusetts
$1.82K +$1.71K +17 +1,700%
S
347
Sachetta
Massachusetts
$1.41K +$1.41K +14 New
LC
348
Lindbrook Capital
California
$1.11K – – –
AP
349
Aspect Partners
Virginia
$1.01K +$1.01K +10 New
CAL
350
Capital Advisors Ltd
Ohio
$1K – – –
12 13
14
15 16