We are live on ! Find out more
IIPR icon

Innovative Industrial Properties
IIPR

457 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, 168 increasing their positions, 136 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 33

24% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 136

13% more capital invested

Capital invested by funds: $4.26B → $4.83B (+$572M)

7% more funds holding

Funds holding: 429 → 457 (+28)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

0.03% less ownership

Funds ownership: 77.07% → 77.05% (-0.03%)

31% less call options, than puts

Call options by funds: $133M | Put options by funds: $193M

Holders
457
Holders Change
+28
Holders Change %
+6.53%
% 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
168
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
+$52.5M
2
BlackRock
BlackRock
New York
+$38.3M
3
AI
AdvisorShares Investments
Maryland
+$27.7M
4
State Street
State Street
Massachusetts
+$17.7M
5
N
Nuveen
North Carolina
+$12.2M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$69.7M
2
ZP
Zimmer Partners
New York
-$32.1M
3
AACA
American Assets Capital Advisers
California
-$21.8M
4
American Century Companies
American Century Companies
Missouri
-$21.5M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$14.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
SS
476
Simplicity Solutions
Minnesota
– -$232K -1,004 Closed
OSAM
477
O'Shaughnessy Asset Management
Connecticut
– -$133K -573 Closed
AWA
478
Arkadios Wealth Advisors
Georgia
– -$115K -499 Closed
RE
479
RBC Europe
United Kingdom
– -$95.9K -415 Closed
JCM
480
Jacobi Capital Management
Pennsylvania
– -$60K -260 Closed
JPLA
481
Joseph P. Lucia & Associates
New York
– -$35K -150 Closed
RIA
482
RPG Investment Advisory
California
– -$34K -148 Closed
RF
483
Robbins Farley
New Hampshire
– -$12K -50 Closed
CFA
484
Cahill Financial Advisors
Minnesota
– -$6K -25 Closed
GEA
485
Glen Eagle Advisors
New Jersey
– -$4.62K -20 Closed
PWM
486
Prentice Wealth Management
New York
– -$3K -15 Closed
CG
487
Cutler Group
California
– -$3.33K -13 Closed
CI
488
Cordant Inc
Oregon
– -$1K -4 Closed
PI
489
PEAK6 Investments
Illinois
– -$513 -2 Closed
16 17 18 19
20

IIPR Hedge Fund Activity: Q4 2021 in Review

457 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Innovative Industrial Properties (IIPR) for Q4 2021, worth a combined $4.83B — up 13% from $4.26B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new IIPR positions and 33 closed out — a net gain of 32 holders — while 168 added to existing stakes and 136 trimmed.

The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $52.5M. The largest seller was Bank of Montreal, cutting an estimated $69.7M.

  • 457 institutional investors held Innovative Industrial Properties (IIPR) as of Q4 2021, up from 429 in Q3 2021.
  • Funds reported $4.83B of Innovative Industrial Properties stock for Q4 2021, up 13% quarter-over-quarter.
  • 65 funds opened new Innovative Industrial Properties positions in Q4 2021 and 33 closed out, a net change of +32 holders.
  • The largest Innovative Industrial Properties buyer in Q4 2021 was Lord, Abbett & Co, an estimated $52.5M added.
  • The largest Innovative Industrial Properties seller in Q4 2021 was Bank of Montreal, an estimated $69.7M sold.

Based on aggregated 13F filings for Q4 2021.