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Innovative Industrial Properties
IIPR

Overview Fund Activity

377 hedge funds and large institutions have $2.05B invested in Innovative Industrial Properties in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 130 increasing their positions, 124 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
377
Holders Change
+11
Holders Change %
+3.01%
% of All Funds
5.47%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
47
Increased
130
Reduced
124
Closed
32
Calls
$56.4M
Puts
$61.6M
Net Calls
-$5.2M
Net Calls Change
-$365K

Top Buyers

1
TI
Tidal Investments
Wisconsin
$24.5M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$14.5M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$29.3M
4
ECM
ExodusPoint Capital Management
New York
$8.11M
5
LSV Asset Management
LSV Asset Management
Illinois
$10.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$37.5M
2
ZP
Zimmer Partners
New York
$80.2M
3
State Street
State Street
Massachusetts
$175M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$28M
5
BlackRock
BlackRock
New York
$519M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
351
Salem Investment Counselors
North Carolina
$2.2K – – –
BTI
352
Blue Trust Inc
Georgia
$2.17K -$11.3K -109 -84%
RWPA
353
Richard W. Paul & Associates
Michigan
$2.07K – – –
FMII
354
Farmers & Merchants Investments Inc
Nebraska
$2.07K – – –
AP
355
Aspect Partners
Virginia
$2.07K +$1.04K +10 +100%
IA
356
IFS Advisors
Kansas
$2.07K – – –
Bessemer Group
357
Bessemer Group
New Jersey
$2K – – –
T
358
Tidemark
California
$1.97K – – –
RIL
359
Rothschild Investment LLC
Illinois
$1.55K -$1.55K -15 -50%
S
360
Sachetta
Massachusetts
$1.41K – – –
UB
361
UMB Bank
Missouri
$1.24K +$1.24K +12 New
LC
362
Lindbrook Capital
California
$1.14K – – –
BCMLT
363
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.04K – – –
VNA
364
Valley National Advisers
Pennsylvania
$1K – – –
HGERS
365
Householder Group Estate & Retirement Specialist
Arizona
$907 – – –
PFBT
366
Parkside Financial Bank & Trust
Missouri
$725 – – –
EWA
367
EverSource Wealth Advisors
Alabama
$724 +$724 +7 New
DWA
368
Delos Wealth Advisors
Texas
$624 – – –
MCM
369
MV Capital Management
Maryland
$622 – – –
AWM
370
Avior Wealth Management
Nebraska
$585 +$585 +5 New
PWMG
371
Prestige Wealth Management Group
New Jersey
$527 – – –
FRA
372
Front Row Advisors
California
$316 – – –
Fidelity Investments
373
Fidelity Investments
Massachusetts
$311 -$1.56K -15 -83%
SL
374
Salomon & Ludwin
Virginia
$311 -$415 -4 -57%
AWM
375
Abound Wealth Management
Tennessee
$311 – – –
13 14
15
16 17