We are live on ! Find out more
IIPR icon

Innovative Industrial Properties

359 hedge funds and large institutions have $1.33B invested in Innovative Industrial Properties in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 120 increasing their positions, 106 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 106

0.59% more ownership

Funds ownership: 70.15% β†’ 70.74% (+0.59%)

5% less call options, than puts

Call options by funds: $26.3M | Put options by funds: $27.6M

13% less funds holding

Funds holding: 415 β†’ 359 (-56)

46% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 111

50% less capital invested

Capital invested by funds: $2.68B β†’ $1.33B (-$1.34B)

100% less funds holding in top 10

Funds holding in top 10: 1 β†’ 0 (-1)

Holders
359
Holders Change
-56
Holders Change %
-13.49%
% of All Funds
4.73%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
60
Increased
120
Reduced
106
Closed
111
Calls
$26.3M
Puts
$27.6M
Net Calls
-$1.3M
Net Calls Change
-$24.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
376
Moran Wealth Management
Florida
– -$1.6M -11,867 Closed
HF
377
HRT Financial
New York
– -$1.08M -9,554 Closed
KPWS
378
Kestra Private Wealth Services
Texas
– -$1.23M -9,021 Closed
RPGK
379
Retirement Planning Group (Kansas)
Kansas
– -$1.12M -8,284 Closed
MWPCG
380
Measured Wealth Private Client Group
New Hampshire
– -$1.03M -7,639 Closed
WAM
381
Wolverine Asset Management
Illinois
– -$838K -7,449 Closed
PCM
382
Prelude Capital Management
New York
– -$988K -7,342 Closed
NYLIM
383
New York Life Investment Management
New York
– -$963K -7,153 Closed
GS
384
GTS Securities
New York
– -$852K -6,332 Closed
SGI
385
Summit Global Investments
Utah
– -$733K -5,449 Closed
KOC
386
Koss-Olinger Consulting
Florida
– -$727K -5,400 Closed
DADC
387
D.A. Davidson & Co
Montana
– -$713K -5,294 Closed
EP
388
Edgestream Partners
New Jersey
– -$700K -5,200 Closed
EAM
389
Eschler Asset Management
United Kingdom
– -$689K -5,119 Closed
HWM
390
HB Wealth Management
Georgia
– -$644K -4,786 Closed
BHCM
391
Brevan Howard Capital Management
Jersey
– -$642K -4,766 Closed
BRWA
392
B. Riley Wealth Advisors
Florida
– -$594K -4,364 Closed
SWP
393
Stratos Wealth Partners
Ohio
– -$584K -4,341 Closed
AQR Capital Management
394
AQR Capital Management
Connecticut
– -$557K -4,138 Closed
BMCM
395
Bryn Mawr Capital Management
Pennsylvania
– -$536K -3,980 Closed
FWM
396
Focused Wealth Management
New York
– -$517K -3,842 Closed
CCC
397
Chesapeake Capital Corp
Florida
– -$517K -3,809 Closed
SIC
398
Samalin Investment Counsel
New York
– -$500K -3,714 Closed
AWS
399
Atria Wealth Solutions
New York
– -$486K -3,610 Closed
DF
400
Donoghue Forlines
Massachusetts
– -$479K -3,562 Closed

IIPR Hedge Fund Activity: Q4 2024 in Review

359 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Innovative Industrial Properties (IIPR) for Q4 2024, worth a combined $1.33B β€” down 50% from $2.68B a quarter earlier.

Sellers outnumbered buyers: 111 funds closed out of IIPR and 60 opened new positions β€” a net loss of 51 holders β€” while 106 trimmed existing stakes and 120 added.

The largest buyer was Pacer Advisors, opening a new position worth an estimated $70.9M. The largest seller was Wellington Management Group, exiting entirely with an estimated $76.5M sold.

  • 359 institutional investors held Innovative Industrial Properties (IIPR) as of Q4 2024, down from 415 in Q3 2024.
  • Funds reported $1.33B of Innovative Industrial Properties stock for Q4 2024, down 50% quarter-over-quarter.
  • 60 funds opened new Innovative Industrial Properties positions in Q4 2024 and 111 closed out, a net change of -51 holders.
  • The largest Innovative Industrial Properties buyer in Q4 2024 was Pacer Advisors, an estimated $70.9M added.
  • The largest Innovative Industrial Properties seller in Q4 2024 was Wellington Management Group, an estimated $76.5M sold.

Based on aggregated 13F filings for Q4 2024.