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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
CH
451
Canton Hathaway
Rhode Island
-$55K -410 Closed
CFM
452
Catalyst Funds Management
Australia
-$53.8K -400 Closed
BHWM
453
Beaird Harris Wealth Management
Texas
-$35.3K -262 Closed
RAM
454
Riggs Asset Management
Pennsylvania
-$26.9K -200 Closed
TCOV
455
Trust Company of Vermont
Vermont
-$26.9K -200 Closed
M
456
MOTCO
Texas
-$20.2K -150 Closed
JPWM
457
Jamison Private Wealth Management
Georgia
-$9.9K -74 Closed
UB
458
UMB Bank
Missouri
-$8.75K -65 Closed
FCM
459
Fourpath Capital Management
Oklahoma
-$6.73K -50 Closed
WSFS
460
Wilmington Savings Fund Society
Delaware
-$4.04K -30 Closed
HGA
461
Hobbs Group Advisors
South Carolina
-$2.02K -15 Closed
GM
462
GeoWealth Management
Illinois
-$1.88K -14 Closed
RA
463
Rise Advisors
New York
-$1.35K -10 Closed
HGERS
464
Householder Group Estate & Retirement Specialist
Arizona
-$1K -9 Closed
HI
465
Horizon Investments
North Carolina
-$1.08K -8 Closed
GWM
466
Geneos Wealth Management
Colorado
-$538 -4 Closed
FRA
467
Front Row Advisors
California
-$410 -3 Closed
SL
468
Salomon & Ludwin
Virginia
-$404 -3 Closed
MFG
469
Mendota Financial Group
Wisconsin
-$270 -2 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.