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Innovative Industrial Properties
IIPR

Overview Fund Activity

455 hedge funds and large institutions have $4.83B invested in Innovative Industrial Properties in 2021 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 166 increasing their positions, 136 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
455
Holders Change
+28
Holders Change %
+6.56%
% of All Funds
7.03%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
65
Increased
166
Reduced
136
Closed
33
Calls
$133M
Puts
$193M
Net Calls
-$60.6M
Net Calls Change
-$77.7M

Top Buyers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$53.8M
2
BlackRock
BlackRock
New York
$1.13B
3
AI
AdvisorShares Investments
Maryland
$136M
4
State Street
State Street
Massachusetts
$338M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$81M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.2M
2
ZP
Zimmer Partners
New York
$204M
3
AACA
American Assets Capital Advisers
California
$17.1M
4
American Century Companies
American Century Companies
Missouri
$41.3M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$41.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
376
PSI Advisors
Florida
$39K – – –
PCMC
377
Paragon Capital Management (Colorado)
Colorado
$39K +$39K +147 New
CA
378
Cornerstone Advisory
Maryland
$35K +$35K +134 New
WWM
379
Wagner Wealth Management
South Carolina
$33K – – –
CYG
380
Clean Yield Group
Vermont
$33K +$260 +1 +0.8%
LFA
381
Level Financial Advisors
New York
$33K +$33K +125 New
HFS
382
Horizon Financial Services
North Carolina
$31.5K – – –
TWC
383
TD Waterhouse Canada
Ontario, Canada
$30.4K +$30.4K +100 New
CI Investments Inc
384
CI Investments Inc
Ontario, Canada
$30K -$9.83K -38 -25%
Credit Agricole
385
Credit Agricole
France
$27K – – –
ZB
386
Zions Bancorporation
Utah
$27K +$2.65K +10 +11%
LPWM
387
Lake Point Wealth Management
Texas
$26K – – –
First Manhattan
388
First Manhattan
New York
$26K – – –
C
389
Covestor
United Kingdom
$25K +$25K +95 New
National Bank of Canada
390
National Bank of Canada
Quebec, Canada
$24K +$24K +90 New
SFPG
391
Stonebridge Financial Planning Group
Florida
$23K – – –
HFS
392
HBC Financial Services
Washington
$23K – – –
SCA
393
Stonebridge Capital Advisors
Minnesota
$22K – – –
AAP
394
Arax Advisory Partners
Colorado
$21K +$259 +1 +1%
Toronto Dominion Bank
395
Toronto Dominion Bank
Ontario, Canada
$21K +$20K +76 +1,900%
KFS
396
Kelly Financial Services
Massachusetts
$20.2K +$20.2K +77 New
GWSG
397
GPS Wealth Strategies Group
Colorado
$20K – – –
TWA
398
TCI Wealth Advisors
Arizona
$20K – – –
STCOSD
399
Sageworth Trust Company of South Dakota
South Dakota
$19K +$19K +71 New
GAM
400
Gemmer Asset Management
California
$18K -$20.7K -77 -53%
14 15
16
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