IIPR icon

Innovative Industrial Properties
IIPR

Overview Fund Activity

427 hedge funds and large institutions have $4.26B invested in Innovative Industrial Properties in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 139 increasing their positions, 144 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
427
Holders Change
+21
Holders Change %
+5.17%
% of All Funds
7.5%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.12%
New
52
Increased
139
Reduced
144
Closed
26
Calls
$163M
Puts
$146M
Net Calls
+$17.1M
Net Calls Change
+$16.1M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$55.5M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$40.6M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$60.3M
4
SO
STRS Ohio
Ohio
$19M
5
MGAM
McGowan Group Asset Management
Texas
$14.5M

Top Sellers

1
TCM
TimesSquare Capital Management
New York
$0
2
BlackRock
BlackRock
New York
$958M
3
UBS AM
UBS AM
Illinois
$9.11M
4
Northern Trust
Northern Trust
Illinois
$79.5M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$36.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
376
Global Retirement Partners
California
$16K +$4.96K +22 +45%
RG
377
Retirement Group
California
$15K – – –
SWM
378
Sugarloaf Wealth Management
Georgia
$15K – – –
BWM
379
Baystate Wealth Management
Massachusetts
$13K – – –
SWA
380
SOA Wealth Advisors
New York
$13K +$228 +1 +2%
TFS
381
TrustCore Financial Services
Tennessee
$12K – – –
RF
382
Robbins Farley
New Hampshire
$12K +$12K +50 New
SSB
383
Sandy Spring Bank
Maryland
$12K +$12K +50 New
GCM
384
Gables Capital Management
Florida
$12K +$12K +50 New
WAS
385
Winch Advisory Services
Wisconsin
$12K +$12K +51 New
BFEC
386
Benjamin F. Edwards & Company
Missouri
$11K – – –
PWMG
387
Prestige Wealth Management Group
New Jersey
$11K +$1.17K +5 +12%
TWM
388
Tradition Wealth Management
Minnesota
$10K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
389
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$10K – – –
HI
390
Hudock Inc
Pennsylvania
$9K – – –
CWA
391
Carolina Wealth Advisors
South Carolina
$9K +$9K +40 New
HF
392
Halpern Financial
Virginia
$8.32K – – –
PA
393
Parallel Advisors
California
$8K -$235 -1 -3%
KA
394
Kozak & Associates
Colorado
$8K +$8K +28 New
BCV
395
Banque Cantonale Vaudoise
Switzerland
$8K +$8K +33 New
HIA
396
Harbor Investment Advisory
Maryland
$7K – – –
SA
397
SRH Advisors
Kansas
$7K – – –
EW
398
Evoke Wealth
California
$7K – – –
MAM
399
Meeder Asset Management
Ohio
$7K +$2.66K +11 +61%
HWA
400
Heritage Wealth Advisors
Virginia
$6.6K +$227 +1 +4%
14 15
16
17 18