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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 %
PFBT
401
Parkside Financial Bank & Trust
Missouri
$18K – – –
RG
402
Retirement Group
California
$17K – – –
SWM
403
Sugarloaf Wealth Management
Georgia
$17K – – –
TPCW
404
TD Private Client Wealth
New York
$15.2K +$13.7K +52 +867%
SWA
405
SOA Wealth Advisors
New York
$15K – – –
GRP
406
Global Retirement Partners
California
$13K -$5.46K -21 -30%
TFS
407
TrustCore Financial Services
Tennessee
$13K – – –
BFEC
408
Benjamin F. Edwards & Company
Missouri
$13K – – –
SSB
409
Sandy Spring Bank
Maryland
$13K – – –
WAS
410
Winch Advisory Services
Wisconsin
$13K – – –
GCM
411
Gables Capital Management
Florida
$13K – – –
Loomis, Sayles & Company
412
Loomis, Sayles & Company
Massachusetts
$12K -$17.3K -65 -59%
PWMG
413
Prestige Wealth Management Group
New Jersey
$12K – – –
TWM
414
Tradition Wealth Management
Minnesota
$12K +$267 +1 +2%
CWA
415
Carolina Wealth Advisors
South Carolina
$11K – – –
HI
416
Hudock Inc
Pennsylvania
$10K – – –
HF
417
Halpern Financial
Virginia
$9.47K – – –
AWM
418
Atticus Wealth Management
Florida
$9K -$58K -232 -87%
PA
419
Parallel Advisors
California
$9K – – –
BCV
420
Banque Cantonale Vaudoise
Switzerland
$9K – – –
EW
421
Evoke Wealth
California
$9K – – –
MAM
422
Meeder Asset Management
Ohio
$9K +$1.75K +7 +24%
HIA
423
Harbor Investment Advisory
Maryland
$8K – – –
SA
424
SRH Advisors
Kansas
$8K – – –
HWA
425
Heritage Wealth Advisors
Virginia
$8K – – –
15 16
17
18 19