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Innovative Industrial Properties

415 hedge funds and large institutions have $2.68B invested in Innovative Industrial Properties in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 144 increasing their positions, 138 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 32

53% more call options, than puts

Call options by funds: $67M | Put options by funds: $43.8M

24% more capital invested

Capital invested by funds: $2.15B → $2.68B (+$526M)

5% more funds holding

Funds holding: 394415 (+21)

4% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 138

0.69% more ownership

Funds ownership: 69.47%70.15% (+0.69%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
415
Holders Change
+21
Holders Change %
+5.33%
% of All Funds
5.96%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
55
Increased
144
Reduced
138
Closed
32
Calls
$67M
Puts
$43.8M
Net Calls
+$23.2M
Net Calls Change
+$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
351
Toth Financial Advisory
Virginia
$12.7K -$38.2K -314 -77%
DFA
352
DHJJ Financial Advisors
Illinois
$12.5K
BIA
353
Bell Investment Advisors
California
$12.2K -$365 -3 -3%
FCA
354
FinTrust Capital Advisors
South Carolina
$12.1K
CA
355
Centerpoint Advisors
Massachusetts
$11K +$9.73K +80 New
MPWT
356
MassMutual Private Wealth & Trust
Connecticut
$10.9K -$608 -5 -6%
PPA
357
Painted Porch Advisors
California
$10K
CAL
358
Capital Advisors Ltd
Ohio
$10K
JPWM
359
Jamison Private Wealth Management
Georgia
$9.9K +$243 +2 +3%
UB
360
UMB Bank
Missouri
$8.75K +$4.14K +34 +110%
Bessemer Group
361
Bessemer Group
New Jersey
$8K +$4.87K +40 +182%
IA
362
IFP Advisors
Florida
$6.73K -$103K -844 -94%
BLC
363
Brown, Lisle/Cummings
Rhode Island
$6.73K -$4.87K -40 -44%
WOSD
364
WFA of San Diego
California
$6.73K
FCM
365
Fourpath Capital Management
Oklahoma
$6.73K +$6.08K +50 New
MBFW
366
Morton Brown Family Wealth
Pennsylvania
$6.59K
Fidelity Investments
367
Fidelity Investments
Massachusetts
$6.19K +$5.47K +45 +4,500%
CTA
368
Colonial Trust Advisors
South Carolina
$6.06K
NSIM
369
North Star Investment Management
Illinois
$6.06K
EWA
370
EverSource Wealth Advisors
Alabama
$5.92K +$1.46K +12 +38%
RIL
371
Rothschild Investment LLC
Illinois
$5.79K +$1.58K +13 +43%
GWSG
372
GPS Wealth Strategies Group
Colorado
$5.75K +$122 +1 +2%
AF
373
Allworth Financial
California
$5.73K
HWA
374
Heritage Wealth Advisors
Virginia
$4.69K +$122 +1 +3%
ADL
375
Asset Dedication LLC
California
$4.52K -$2.92K -24 -41%

IIPR Hedge Fund Activity: Q3 2024 in Review

415 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Innovative Industrial Properties (IIPR) for Q3 2024, worth a combined $2.68B — up 24% from $2.15B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new IIPR positions and 32 closed out — a net gain of 23 holders — while 144 added to existing stakes and 138 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $29.4M. The largest seller was Zimmer Partners, cutting an estimated $26.9M.

  • 415 institutional investors held Innovative Industrial Properties (IIPR) as of Q3 2024, up from 394 in Q2 2024.
  • Funds reported $2.68B of Innovative Industrial Properties stock for Q3 2024, up 24% quarter-over-quarter.
  • 55 funds opened new Innovative Industrial Properties positions in Q3 2024 and 32 closed out, a net change of +23 holders.
  • The largest Innovative Industrial Properties buyer in Q3 2024 was Arrowstreet Capital, an estimated $29.4M added.
  • The largest Innovative Industrial Properties seller in Q3 2024 was Zimmer Partners, an estimated $26.9M sold.

Based on aggregated 13F filings for Q3 2024.