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Innovative Industrial Properties
IIPR

Overview Fund Activity

333 hedge funds and large institutions have $1.46B invested in Innovative Industrial Properties in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 114 increasing their positions, 113 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
+6
Holders Change %
+1.83%
% of All Funds
5.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
40
Increased
114
Reduced
113
Closed
30
Calls
$44.6M
Puts
$47.2M
Net Calls
-$2.59M
Net Calls Change
+$12.7M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$15.3M
2
AACA
2
American Assets Capital Advisers
California
$7.35M
3
SSA
3
Schonfeld Strategic Advisors
New York
$8.19M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$9.71M
5
OC
5
Oppenheimer & Co
New York
$5.64M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$7.17M
2
BlackRock
2
BlackRock
New York
$370M
3
ZP
3
Zimmer Partners
New York
$86.6M
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$3.55M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WAP
201
Wealthcare Advisory Partners
Pennsylvania
$276K +$276K +3,651 New
RGC
202
Roberts, Glore & Co
Illinois
$275K -$72.8K -962 -21%
PA
203
Prism Advisors
California
$256K -$6.2K -82 -2%
NAM
204
Nissay Asset Management
Japan
$253K +$10.9K +144 +5%
DF
205
Donoghue Forlines
Massachusetts
$252K +$252K +3,333 New
GHA
206
GW Henssler & Associates
Georgia
$251K +$251K +3,314 New
VanEck Associates
207
VanEck Associates
New York
$247K +$10.3K +136 +4%
BRWA
208
B. Riley Wealth Advisors
Florida
$238K -$325K -4,193 -58%
Public Employees Retirement Association of Colorado
209
Public Employees Retirement Association of Colorado
Colorado
$238K – – –
DWM
210
Dakota Wealth Management
Florida
$235K +$235K +3,112 New
NRD
211
Nebula Research & Development
New York
$229K +$229K +3,022 New
TC
212
Telemus Capital
Michigan
$227K – – –
MCI
213
MRP Capital Investments
Georgia
$224K +$218K +6,530 +3,265%
AA
214
ALPS Advisors
Colorado
$221K -$139K -1,842 -39%
CG
215
Colony Group
Massachusetts
$221K – – –
CAPTRUST Financial Advisors
216
CAPTRUST Financial Advisors
North Carolina
$219K +$454 +6 +0.2%
JIP
217
Jaffetilchin Investment Partners
Florida
$215K +$984 +13 +0.5%
MAM
218
Mystic Asset Management
Rhode Island
$214K +$214K +2,824 New
ADMI
219
Albert D. Mason Inc
Massachusetts
$212K – – –
AIP
220
Ameritas Investment Partners
Nebraska
$210K +$41.9K +554 +25%
AssetMark Inc
221
AssetMark Inc
California
$210K +$210K +2,776 New
I
222
InceptionR
California
$210K -$291K -3,843 -58%
VEA
223
Virtus ETF Advisers
New York
$206K -$14.7K -194 -7%
Wolverine Trading
224
Wolverine Trading
Illinois
$204K -$166K -2,199 -45%
C
225
Covestor
United Kingdom
$204K +$530 +7 +0.3%
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9
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