IIPR icon

Innovative Industrial Properties
IIPR

Overview Fund Activity

377 hedge funds and large institutions have $2.05B invested in Innovative Industrial Properties in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 130 increasing their positions, 124 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
377
Holders Change
+11
Holders Change %
+3.01%
% of All Funds
5.47%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
47
Increased
130
Reduced
124
Closed
32
Calls
$56.4M
Puts
$61.6M
Net Calls
-$5.2M
Net Calls Change
-$365K

Top Buyers

1
TI
Tidal Investments
Wisconsin
$24.5M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$14.5M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$29.3M
4
ECM
ExodusPoint Capital Management
New York
$8.11M
5
LSV Asset Management
LSV Asset Management
Illinois
$10.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$37.5M
2
ZP
Zimmer Partners
New York
$80.2M
3
State Street
State Street
Massachusetts
$175M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$28M
5
BlackRock
BlackRock
New York
$519M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
326
Bell Investment Advisors
California
$9.22K +$2.18K +21 +31%
PA
327
Parallel Advisors
California
$9.1K -$1.45K -14 -14%
CAL
328
Capital Analysts LLC
Pennsylvania
$9K – – –
MPWT
329
MassMutual Private Wealth & Trust
Connecticut
$8.9K -$4.25K -41 -32%
National Bank of Canada
330
National Bank of Canada
Quebec, Canada
$8.35K +$8.35K +80 New
CAL
331
Capital Advisors Ltd
Ohio
$8K +$7.26K +69 +986%
IGWM
332
ICA Group Wealth Management
Colorado
$7.46K – – –
JPWM
333
Jamison Private Wealth Management
Georgia
$7.36K +$104 +1 +1%
QCG
334
Quadrant Capital Group
Ohio
$5.8K – – –
VAG
335
VisionPoint Advisory Group
Texas
$5.67K +$5.67K +55 New
BLC
336
Brown, Lisle/Cummings
Rhode Island
$5.18K – – –
MBFW
337
Morton Brown Family Wealth
Pennsylvania
$5.07K – – –
NSIM
338
North Star Investment Management
Illinois
$4.66K – – –
CTA
339
Colonial Trust Advisors
South Carolina
$4.66K – – –
AF
340
Allworth Financial
California
$4.26K +$104 +1 +3%
HWA
341
Heritage Wealth Advisors
Virginia
$3.49K +$103 +1 +3%
KA
342
Kozak & Associates
Colorado
$3.38K +$113 +1 +3%
LFA
343
LGT Financial Advisors
Texas
$3.21K – – –
HIA
344
Harbor Investment Advisory
Maryland
$3.11K – – –
SA
345
SRH Advisors
Kansas
$3.11K – – –
SPIA
346
Steward Partners Investment Advisory
New York
$2.8K – – –
PIS
347
POM Investment Strategies
North Carolina
$2.59K – – –
PWMG
348
Private Wealth Management Group
New Jersey
$2.38K – – –
RA
349
Rise Advisors
New York
$2.35K +$102 +1 +5%
CA
350
CoreCap Advisors
Michigan
$2.28K +$2.28K +22 New
12 13
14
15 16