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Innovative Industrial Properties
IIPR

Overview Fund Activity

435 hedge funds and large institutions have $3.88B invested in Innovative Industrial Properties in 2022 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 166 increasing their positions, 136 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
435
Holders Change
-20
Holders Change %
-4.4%
% of All Funds
6.88%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.03%
New
49
Increased
166
Reduced
136
Closed
62
Calls
$75.5M
Puts
$111M
Net Calls
-$35.5M
Net Calls Change
+$25.1M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$62.6M
2
State Street
2
State Street
Massachusetts
$304M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$819M
4
BlackRock
4
BlackRock
New York
$900M
5
Millennium Management
5
Millennium Management
New York
$15.1M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$29.7M
2
AI
2
AdvisorShares Investments
Maryland
$92M
3
Invesco
3
Invesco
Georgia
$10.6M
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$0
5
GLA
5
Great Lakes Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HWMA
351
Heritage Wealth Management (Arizona)
Arizona
$47K +$47K +230 New
WAM
352
Wolverine Asset Management
Illinois
$46K +$46K +225 New
NFSG
353
Newbridge Financial Services Group
Florida
$41K -$11.7K -57 -22%
CFN
354
Cordasco Financial Network
Florida
$41K – – –
CWM
355
Curi Wealth Management
North Carolina
$41K +$41K +200 New
CFG
356
CKW Financial Group
Hawaii
$35K – – –
PCG
357
Private Capital Group
Connecticut
$32K – – –
PA
358
PSI Advisors
Florida
$31K – – –
JPLA
359
Joseph P. Lucia & Associates
New York
$31K +$31K +150 New
CYG
360
Clean Yield Group
Vermont
$26K – – –
T
361
TCWP
Ohio
$26K +$26K +127 New
CI Investments Inc
362
CI Investments Inc
Ontario, Canada
$24K – – –
RG
363
Retirement Group
California
$22K +$8.59K +41 +64%
GWM
364
Geneos Wealth Management
Colorado
$21K -$48.3K -239 -70%
LPWM
365
Lake Point Wealth Management
Texas
$21K – – –
Credit Agricole
366
Credit Agricole
France
$21K – – –
First Manhattan
367
First Manhattan
New York
$20K – – –
SCA
368
Stonebridge Capital Advisors
Minnesota
$17K – – –
AAP
369
Arax Advisory Partners
Colorado
$16K -$200 -1 -1%
TPCW
370
TD Private Client Wealth
New York
$14.4K +$2.47K +12 +21%
TWA
371
TCI Wealth Advisors
Arizona
$14K -$1.65K -8 -11%
PFBT
372
Parkside Financial Bank & Trust
Missouri
$14K +$400 +2 +3%
SWM
373
Sugarloaf Wealth Management
Georgia
$13K – – –
MAM
374
Meeder Asset Management
Ohio
$13K +$5.33K +25 +69%
C
375
Covestor
United Kingdom
$12K -$7.32K -36 -38%
13 14
15
16 17