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Innovative Industrial Properties

394 hedge funds and large institutions have $2.15B invested in Innovative Industrial Properties in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 135 increasing their positions, 125 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

89% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 27

26% more call options, than puts

Call options by funds: $54.6M | Put options by funds: $43.2M

5% more capital invested

Capital invested by funds: $2.05B → $2.15B (+$103M)

4% more funds holding

Funds holding: 378394 (+16)

8% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 125

0.7% less ownership

Funds ownership: 70.17%69.47% (-0.7%)

Holders
394
Holders Change
+16
Holders Change %
+4.23%
% of All Funds
5.69%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
51
Increased
135
Reduced
125
Closed
27
Calls
$54.6M
Puts
$43.2M
Net Calls
+$11.4M
Net Calls Change
+$16.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
326
Clearstead Advisors
Ohio
$10.9K +$10.5K +100 New
LSA
327
Leonteq Securities AG
Switzerland
$10.9K +$10.5K +100 New
SWM
328
Sugarloaf Wealth Management
Georgia
$10.8K
BIA
329
Bell Investment Advisors
California
$10.3K +$525 +5 +6%
DFA
330
DHJJ Financial Advisors
Illinois
$10.2K
FIA
331
FNY Investment Advisers
New York
$10K +$10.5K +100 New
FCA
332
FinTrust Capital Advisors
South Carolina
$9.83K
BLC
333
Brown, Lisle/Cummings
Rhode Island
$9.83K +$4.2K +40 +80%
MPWT
334
MassMutual Private Wealth & Trust
Connecticut
$9.39K
PA
335
Parallel Advisors
California
$9.08K -$525 -5 -6%
National Bank of Canada
336
National Bank of Canada
Quebec, Canada
$8.62K
PPA
337
Painted Porch Advisors
California
$8.15K +$7.87K +75 New
CC
338
Cypress Capital
Tennessee
$8.08K +$7.77K +74 New
CAL
339
Capital Advisors Ltd
Ohio
$8K
JPWM
340
Jamison Private Wealth Management
Georgia
$7.91K +$105 +1 +1%
QCG
341
Quadrant Capital Group
Ohio
$6.33K +$210 +2 +4%
ADL
342
Asset Dedication LLC
California
$6.29K +$6.09K +58 New
MBFW
343
Morton Brown Family Wealth
Pennsylvania
$5.77K
IGWM
344
ICA Group Wealth Management
Colorado
$5.68K -$2.1K -20 -28%
WOSD
345
WFA of San Diego
California
$5.46K +$5.25K +50 New
AF
346
Allworth Financial
California
$5.04K +$210 +2 +5%
CTA
347
Colonial Trust Advisors
South Carolina
$4.92K
NSIM
348
North Star Investment Management
Illinois
$4.92K
GWSG
349
GPS Wealth Strategies Group
Colorado
$4.59K +$4.41K +42 New
EWA
350
EverSource Wealth Advisors
Alabama
$3.93K +$2.63K +25 +357%

IIPR Hedge Fund Activity: Q2 2024 in Review

394 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Innovative Industrial Properties (IIPR) for Q2 2024, worth a combined $2.15B — up 5% from $2.05B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new IIPR positions and 27 closed out — a net gain of 24 holders — while 135 added to existing stakes and 125 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $39.9M. The largest seller was Zimmer Partners, cutting an estimated $23.8M.

  • 394 institutional investors held Innovative Industrial Properties (IIPR) as of Q2 2024, up from 378 in Q1 2024.
  • Funds reported $2.15B of Innovative Industrial Properties stock for Q2 2024, up 5% quarter-over-quarter.
  • 51 funds opened new Innovative Industrial Properties positions in Q2 2024 and 27 closed out, a net change of +24 holders.
  • The largest Innovative Industrial Properties buyer in Q2 2024 was Wellington Management Group, an estimated $39.9M added.
  • The largest Innovative Industrial Properties seller in Q2 2024 was Zimmer Partners, an estimated $23.8M sold.

Based on aggregated 13F filings for Q2 2024.