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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%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: 415359 (-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 → $1.33B (-$1.34B)

100% less funds holding in top 10

Funds holding in top 10: 10 (-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
GIA
426
Guyasuta Investment Advisors
Pennsylvania
-$291K -2,161 Closed
KAS
427
KPP Advisory Services
Kentucky
-$289K -2,150 Closed
ACM
428
AUA Capital Management
Pennsylvania
-$281K -2,088 Closed
SWM
429
Seed Wealth Management
Illinois
-$280K -2,080 Closed
SMC
430
Smith, Moore & Co
Missouri
-$277K -2,058 Closed
CAPTRUST Financial Advisors
431
CAPTRUST Financial Advisors
North Carolina
-$276K -2,050 Closed
CIP
432
Cornerstone Investment Partners
Georgia
-$271K -2,013 Closed
AAP
433
Aristotle Atlantic Partners
Florida
-$269K -2,000 Closed
SFM
434
Systematic Financial Management
New Jersey
-$263K -1,957 Closed
JIP
435
Jaffetilchin Investment Partners
Florida
-$261K -1,943 Closed
BBHC
436
Brown Brothers Harriman & Co
New York
-$260K -1,929 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
437
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$250K -1,857 Closed
X
438
Xponance
Pennsylvania
-$249K -1,847 Closed
TI
439
TrueMark Investments
Illinois
-$243K -1,805 Closed
Neuberger Berman Group
440
Neuberger Berman Group
New York
-$234K -1,740 Closed
HPM
441
Hoxton Planning & Management
West Virginia
-$233K -1,732 Closed
VCA
442
Verdence Capital Advisors
Maryland
-$228K -1,695 Closed
SBIA
443
Sheaff Brock Investment Advisors
Indiana
-$227K -1,685 Closed
BAM
444
BOS Asset Management
Illinois
-$221K -1,643 Closed
EWA
445
EP Wealth Advisors
California
-$221K -1,642 Closed
TCM
446
Triumph Capital Management
Colorado
-$219K -1,568 Closed
CL
447
Choreo LLC
Illinois
-$200K -1,490 Closed
FAM
448
Flaharty Asset Management
Florida
-$67.3K -500 Closed
BWP
449
Baldwin Wealth Partners
Massachusetts
-$57.2K -425 Closed
Loomis, Sayles & Company
450
Loomis, Sayles & Company
Massachusetts
-$57K -420 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 — down 50% from $2.68B a quarter earlier.

Sellers outnumbered buyers: 111 funds closed out of IIPR and 60 opened new positions — a net loss of 51 holders — 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.