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Innovative Industrial Properties

378 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, 125 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 32

3% more funds holding

Funds holding: 367378 (+11)

4% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 125

1% more capital invested

Capital invested by funds: $2.03B → $2.05B (+$16.7M)

8% less call options, than puts

Call options by funds: $56.4M | Put options by funds: $61.6M

1.63% less ownership

Funds ownership: 71.79%70.17% (-1.6%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
378
Holders Change
+11
Holders Change %
+3%
% of All Funds
5.45%
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
125
Closed
32
Calls
$56.4M
Puts
$61.6M
Net Calls
-$5.2M
Net Calls Change
-$365K
Name Holding Trade Value Shares
Change
Change in
Stake
FCA
326
FinTrust Capital Advisors
South Carolina
$9.32K
BIA
327
Bell Investment Advisors
California
$9.22K +$2K +21 +31%
PA
328
Parallel Advisors
California
$9.1K -$1.33K -14 -14%
CAL
329
Capital Analysts LLC
Pennsylvania
$9K
MPWT
330
MassMutual Private Wealth & Trust
Connecticut
$8.9K -$3.91K -41 -32%
National Bank of Canada
331
National Bank of Canada
Quebec, Canada
$8.35K +$7.63K +80 New
CAL
332
Capital Advisors Ltd
Ohio
$8K +$6.58K +69 +986%
IGWM
333
ICA Group Wealth Management
Colorado
$7.46K
JPWM
334
Jamison Private Wealth Management
Georgia
$7.36K +$95 +1 +1%
QCG
335
Quadrant Capital Group
Ohio
$5.8K
VAG
336
VisionPoint Advisory Group
Texas
$5.67K +$5.25K +55 New
BLC
337
Brown, Lisle/Cummings
Rhode Island
$5.18K
MBFW
338
Morton Brown Family Wealth
Pennsylvania
$5.07K
CTA
339
Colonial Trust Advisors
South Carolina
$4.66K
NSIM
340
North Star Investment Management
Illinois
$4.66K
AF
341
Allworth Financial
California
$4.26K +$95 +1 +3%
HWA
342
Heritage Wealth Advisors
Virginia
$3.49K +$95 +1 +3%
KA
343
Kozak & Associates
Colorado
$3.38K +$95 +1 +3%
LFA
344
LGT Financial Advisors
Texas
$3.21K
HIA
345
Harbor Investment Advisory
Maryland
$3.11K
SA
346
SRH Advisors
Kansas
$3.11K
SPIA
347
Steward Partners Investment Advisory
New York
$2.8K
PIS
348
POM Investment Strategies
North Carolina
$2.59K
PWMG
349
Private Wealth Management Group
New Jersey
$2.38K
RA
350
Rise Advisors
New York
$2.35K +$95 +1 +5%

IIPR Hedge Fund Activity: Q1 2024 in Review

378 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovative Industrial Properties (IIPR) for Q1 2024, worth a combined $2.05B — up 0.82% from $2.03B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new IIPR positions and 32 closed out — a net gain of 15 holders — while 130 added to existing stakes and 125 trimmed.

The largest buyer was Tidal Investments, adding an estimated $21.2M. The largest seller was Morgan Stanley, cutting an estimated $30.9M.

  • 378 institutional investors held Innovative Industrial Properties (IIPR) as of Q1 2024, up from 367 in Q4 2023.
  • Funds reported $2.05B of Innovative Industrial Properties stock for Q1 2024, up 0.82% quarter-over-quarter.
  • 47 funds opened new Innovative Industrial Properties positions in Q1 2024 and 32 closed out, a net change of +15 holders.
  • The largest Innovative Industrial Properties buyer in Q1 2024 was Tidal Investments, an estimated $21.2M added.
  • The largest Innovative Industrial Properties seller in Q1 2024 was Morgan Stanley, an estimated $30.9M sold.

Based on aggregated 13F filings for Q1 2024.