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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
HWA
351
Heritage Wealth Advisors
Virginia
$3.75K
OWA
352
Opal Wealth Advisors
New York
$3.74K +$3.57K +34 New
LFA
353
LGT Financial Advisors
Texas
$3.39K
UB
354
UMB Bank
Missouri
$3.39K +$2K +19 +158%
HIA
355
Harbor Investment Advisory
Maryland
$3.28K
SA
356
SRH Advisors
Kansas
$3.28K
RIL
357
Rothschild Investment LLC
Illinois
$3.28K +$1.57K +15 +100%
KA
358
Kozak & Associates
Colorado
$3.23K
PIS
359
POM Investment Strategies
North Carolina
$2.73K
NB
360
NBT Bank
New York
$2.55K +$2.42K +23 New
RA
361
Rise Advisors
New York
$2.53K
PWMG
362
Private Wealth Management Group
New Jersey
$2.51K
CA
363
CoreCap Advisors
Michigan
$2.4K
SIC
364
Salem Investment Counselors
North Carolina
$2.32K
AP
365
Aspect Partners
Virginia
$2.18K
FMII
366
Farmers & Merchants Investments Inc
Nebraska
$2.18K
IA
367
IFS Advisors
Kansas
$2.18K
RWPA
368
Richard W. Paul & Associates
Michigan
$2.18K
T
369
Tidemark
California
$2.08K
Bessemer Group
370
Bessemer Group
New Jersey
$2K
S
371
Sachetta
Massachusetts
$1.73K
MG
372
Mather Group
Illinois
$1.66K +$1.68K +16 New
GI
373
Gradient Investments
Minnesota
$1.49K +$1.47K +14 New
RWMG
374
Redwood Wealth Management Group
New Jersey
$1.42K +$1.36K +13 New
LC
375
Lindbrook Capital
California
$1.2K

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.