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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 %
TSWM
426
Tyler-Stone Wealth Management
Ohio
$8K +$8K +30 New
HR
427
Howe & Rusling
New York
$7K – – –
RFA
428
Reilly Financial Advisors
California
$7K – – –
AF
429
Advisornet Financial
Minnesota
$7K – – –
DWA
430
Delos Wealth Advisors
Texas
$7K +$5.65K +21 +420%
RA
431
Rise Advisors
New York
$6.3K +$6.3K +24 New
ST
432
Sageworth Trust
Pennsylvania
$6K -$20.1K -77 -77%
TFO
433
Tarbox Family Office
California
$6K – – –
FCA
434
FinTrust Capital Advisors
South Carolina
$6K +$6K +21 New
VRS
435
Virginia Retirement Systems
Virginia
$5.21K – – –
KA
436
Kozak & Associates
Colorado
$5K – – –
IA
437
IFS Advisors
Kansas
$5K +$5K +20 New
Manulife (Manufacturers Life Insurance)
438
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.2K -$48 -181 -1%
JMF
439
Johnson Midwest Financial
Iowa
$4K – – –
CA
440
CoreCap Advisors
Michigan
$4K +$4K +15 New
JFA
441
JNBA Financial Advisors
Minnesota
$3K – – –
CHA
442
Carmichael Hill & Associates
Maryland
$3K – – –
DI
443
Disciplined Investments
Oklahoma
$3K – – –
LC
444
Lindbrook Capital
California
$3K – – –
QCG
445
Quadrant Capital Group
Ohio
$3K +$462 +2 +18%
CWP
446
Concord Wealth Partners
Virginia
$3K +$3K +11 New
CCM
447
Covington Capital Management
California
$3K +$3K +12 New
GWMIA
448
Global Wealth Management Investment Advisory
Florida
$2K – – –
EI
449
Ellevest Inc
New York
$1K -$3.25K -13 -76%
CWA
450
Clearview Wealth Advisors
Oregon
$1K – – –
16 17
18
19 20