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Innovative Industrial Properties
IIPR

Overview Fund Activity

406 hedge funds and large institutions have $3.47B invested in Innovative Industrial Properties in 2021 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 142 increasing their positions, 131 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
+13
Holders Change %
+3.31%
% of All Funds
7.09%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
54
Increased
142
Reduced
131
Closed
40
Calls
$122M
Puts
$121M
Net Calls
+$1.03M
Net Calls Change
-$1.75M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$47.4M
2
Vanguard Group
Vanguard Group
Pennsylvania
$729M
3
Neuberger Berman Group
Neuberger Berman Group
New York
$10M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$7.9M
5
State Street
State Street
Massachusetts
$231M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
$46.6M
2
HRCM
Hood River Capital Management
Florida
$0
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.04M
4
NIPH
NN Investment Partners Holdings
Netherlands
$1.44M
5
AI
AdvisorShares Investments
Maryland
$75M
Name Holding Trade Value Shares
Change 		Shares
Change %
Credit Agricole
351
Credit Agricole
France
$20K +$20K +103 New
First Manhattan
352
First Manhattan
New York
$19K +$19K +100 New
LPWM
353
Lake Point Wealth Management
Texas
$19K +$19K +100 New
ST
354
Sageworth Trust
Pennsylvania
$19K +$19K +100 New
ZB
355
Zions Bancorporation
Utah
$18K – – –
GWSG
356
GPS Wealth Strategies Group
Colorado
$15K – – –
TWA
357
TCI Wealth Advisors
Arizona
$15K +$6.12K +31 +69%
BCA
358
Berman Capital Advisors
Georgia
$14K +$6.91K +38 +97%
PFBT
359
Parkside Financial Bank & Trust
Missouri
$13K +$1.15K +6 +10%
Loomis, Sayles & Company
360
Loomis, Sayles & Company
Massachusetts
$13K +$8.86K +47 +214%
BU
361
BBVA USA
Alabama
$13K +$13K +69 New
SWM
362
Sugarloaf Wealth Management
Georgia
$12K – – –
RG
363
Retirement Group
California
$12K – – –
CWA
364
Clearview Wealth Advisors
Oregon
$11K – – –
FFG
365
Ford Financial Group
California
$11K +$11K +58 New
BWM
366
Baystate Wealth Management
Massachusetts
$10K – – –
SWA
367
SOA Wealth Advisors
New York
$10K – – –
TFS
368
TrustCore Financial Services
Tennessee
$10K +$196 +1 +2%
CWC
369
Carolinas Wealth Consulting
North Carolina
$10K +$10K +50 New
GRP
370
Global Retirement Partners
California
$9K -$3.49K -19 -28%
BFEC
371
Benjamin F. Edwards & Company
Missouri
$9K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
372
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$8K -$5.45M -30,000 -100%
PWMG
373
Prestige Wealth Management Group
New Jersey
$8K – – –
TWM
374
Tradition Wealth Management
Minnesota
$8K +$8K +44 New
HI
375
Hudock Inc
Pennsylvania
$7K – – –
13 14
15
16 17