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Innovative Industrial Properties
IIPR

Overview Fund Activity

393 hedge funds and large institutions have $3.35B invested in Innovative Industrial Properties in 2021 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 158 increasing their positions, 131 reducing their positions, and 56 closing their positions.

Holders
393
Holders Change
-3
Holders Change %
-0.76%
% of All Funds
6.92%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
56
Increased
158
Reduced
131
Closed
56
Calls
$152M
Puts
$149M
Net Calls
+$2.78M
Net Calls Change
+$58.5M

Top Buyers

1
BlackRock
1
BlackRock
New York
$765M
2
AI
2
AdvisorShares Investments
Maryland
$84.2M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$665M
4
Norges Bank
4
Norges Bank
Norway
$39.5M
5
American Century Companies
5
American Century Companies
Missouri
$68.5M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$0
2
CCM
2
CAAS Capital Management
New York
$0
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$0
4
HRCM
4
Hood River Capital Management
Florida
$23.6M
5
TCM
5
TimesSquare Capital Management
New York
$37.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWSG
351
GPS Wealth Strategies Group
Colorado
$13K +$13K +76 New
Lazard Asset Management
352
Lazard Asset Management
New York
$12K -$45.2K -256 -79%
GRP
353
Global Retirement Partners
California
$12K -$2.47K -14 -17%
RG
354
Retirement Group
California
$12K +$10.3K +55 +611%
PFBT
355
Parkside Financial Bank & Trust
Missouri
$11K – – –
CWA
356
Clearview Wealth Advisors
Oregon
$11K – – –
SWA
357
SOA Wealth Advisors
New York
$10K -$26.8K -150 -73%
BWM
358
Baystate Wealth Management
Massachusetts
$10K +$185 +1 +2%
BFEC
359
Benjamin F. Edwards & Company
Missouri
$9K – – –
TFS
360
TrustCore Financial Services
Tennessee
$9K +$1.8K +10 +25%
PWMG
361
Prestige Wealth Management Group
New Jersey
$8K +$952 +5 +14%
TWA
362
TCI Wealth Advisors
Arizona
$8K +$3.38K +19 +73%
BCA
363
Berman Capital Advisors
Georgia
$7K +$3.41K +19 +95%
HI
364
Hudock Inc
Pennsylvania
$7K +$7K +40 New
HF
365
Halpern Financial
Virginia
$6.49K – – –
EW
366
Evoke Wealth
California
$6K – – –
TFGT
367
TS Financial Group (TSFG)
Illinois
$6K +$6K +35 New
HWA
368
Heritage Wealth Advisors
Virginia
$5.07K – – –
RFA
369
Reilly Financial Advisors
California
$5K -$2K -10 -29%
AF
370
Advisornet Financial
Minnesota
$5K – – –
PA
371
Parallel Advisors
California
$5K – – –
SA
372
SRH Advisors
Kansas
$5K – – –
WB
373
Webster Bank
Connecticut
$5K – – –
AF
374
Allworth Financial
California
$5K +$2.83K +17 +131%
BMD
375
Better Money Decisions
New Mexico
$5K +$5K +28 New
13 14
15
16 17