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Innovative Industrial Properties
IIPR

Overview Fund Activity

392 hedge funds and large institutions have $2.15B invested in Innovative Industrial Properties in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 136 increasing their positions, 123 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
392
Holders Change
+15
Holders Change %
+3.98%
% of All Funds
5.7%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
50
Increased
136
Reduced
123
Closed
26
Calls
$54.6M
Puts
$43.2M
Net Calls
+$11.4M
Net Calls Change
+$16.6M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$41.8M
2
PFMOSF
Philadelphia Financial Management of San Francisco
California
$7.01M
3
SSA
Schonfeld Strategic Advisors
New York
$8.84M
4
SBH
Segall Bryant & Hamill
Illinois
$6.02M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$35.9M

Top Sellers

1
ZP
Zimmer Partners
New York
$59.9M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$199K
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$0
5
Citadel Advisors
Citadel Advisors
Florida
$19.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
326
Sugarloaf Wealth Management
Georgia
$10.8K – – –
BIA
327
Bell Investment Advisors
California
$10.3K +$546 +5 +6%
DFA
328
DHJJ Financial Advisors
Illinois
$10.2K – – –
FIA
329
FNY Investment Advisers
New York
$10K +$10K +100 New
FCA
330
FinTrust Capital Advisors
South Carolina
$9.83K – – –
BLC
331
Brown, Lisle/Cummings
Rhode Island
$9.83K +$4.37K +40 +80%
MPWT
332
MassMutual Private Wealth & Trust
Connecticut
$9.39K – – –
PA
333
Parallel Advisors
California
$9.08K -$547 -5 -6%
National Bank of Canada
334
National Bank of Canada
Quebec, Canada
$8.62K – – –
PPA
335
Painted Porch Advisors
California
$8.15K +$8.15K +75 New
CC
336
Cypress Capital
Tennessee
$8.08K +$8.08K +74 New
CAL
337
Capital Advisors Ltd
Ohio
$8K – – –
JPWM
338
Jamison Private Wealth Management
Georgia
$7.91K +$110 +1 +1%
QCG
339
Quadrant Capital Group
Ohio
$6.34K +$218 +2 +4%
ADL
340
Asset Dedication LLC
California
$6.3K +$6.3K +58 New
MBFW
341
Morton Brown Family Wealth
Pennsylvania
$5.77K – – –
IGWM
342
ICA Group Wealth Management
Colorado
$5.68K -$2.18K -20 -28%
WOSD
343
WFA of San Diego
California
$5.46K +$5.46K +50 New
AF
344
Allworth Financial
California
$5.04K +$234 +2 +5%
NSIM
345
North Star Investment Management
Illinois
$4.92K – – –
CTA
346
Colonial Trust Advisors
South Carolina
$4.92K – – –
GWSG
347
GPS Wealth Strategies Group
Colorado
$4.59K +$4.59K +42 New
EWA
348
EverSource Wealth Advisors
Alabama
$3.93K +$3.07K +25 +357%
HWA
349
Heritage Wealth Advisors
Virginia
$3.75K – – –
OWA
350
Opal Wealth Advisors
New York
$3.74K +$3.74K +34 New
12 13
14
15 16