Innovative Industrial Properties
IIPR
367 hedge funds and large institutions have $2.03B invested in Innovative Industrial Properties in 2023 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 109 increasing their positions, 120 reducing their positions, and 40 closing their positions.
95% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 40
39% more capital invested
Capital invested by funds: $1.46B → $2.03B (+$575M)
10% more funds holding
Funds holding: 334 → 367 (+33)
2.93% more ownership
Funds ownership: 68.86% → 71.79% (+2.9%)
9% less call options, than puts
Call options by funds: $50.7M | Put options by funds: $55.6M
9% less repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 120
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$30.3M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$19.8M |
| 3 |
BlackRock
New York
|
+$16.1M |
| 4 |
JP Morgan Chase
New York
|
+$14.8M |
| 5 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$9.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZP
Zimmer Partners
New York
|
-$15.9M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$15.3M |
| 3 |
SSA
Schonfeld Strategic Advisors
New York
|
-$6.11M |
| 4 |
PI
PEAK6 Investments
Chicago,
Illinois
|
-$3.54M |
| 5 |
Voloridge Investment Management
Jupiter,
Florida
|
-$3.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SCA
401
Stonebridge Capital Advisors
St Paul,
Minnesota
| – | -$4.31K | -57 | Closed |
|
|
WAS
402
Winch Advisory Services
Appleton,
Wisconsin
| – | -$4K | -54 | Closed |
|
403
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | -$2.19K | -29 | Closed |
|
|
CWM
404
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
| – | -$2.02K | -26 | Closed |
|
|
EWA
405
EverSource Wealth Advisors
Birmingham,
Alabama
| – | -$1.59K | -21 | Closed |
|
|
SAM
406
Smartleaf Asset Management
Boston,
Massachusetts
| – | +$164 | +2 | New |
|
IIPR Hedge Fund Activity: Q4 2023 in Review
367 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Innovative Industrial Properties (IIPR) for Q4 2023, worth a combined $2.03B — up 39% from $1.46B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new IIPR positions and 40 closed out — a net gain of 38 holders — while 109 added to existing stakes and 120 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $30.3M. The largest seller was Zimmer Partners, cutting an estimated $15.9M.
- 367 institutional investors held Innovative Industrial Properties (IIPR) as of Q4 2023, up from 334 in Q3 2023.
- Funds reported $2.03B of Innovative Industrial Properties stock for Q4 2023, up 39% quarter-over-quarter.
- 78 funds opened new Innovative Industrial Properties positions in Q4 2023 and 40 closed out, a net change of +38 holders.
- The largest Innovative Industrial Properties buyer in Q4 2023 was Morgan Stanley, an estimated $30.3M added.
- The largest Innovative Industrial Properties seller in Q4 2023 was Zimmer Partners, an estimated $15.9M sold.
Based on aggregated 13F filings for Q4 2023.