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Innovative Industrial Properties

339 hedge funds and large institutions have $1.83B invested in Innovative Industrial Properties in 2022 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 143 increasing their positions, 112 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 112

4% more call options, than puts

Call options by funds: $107M | Put options by funds: $103M

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.97% less ownership

Funds ownership: 75.02%74.04% (-0.97%)

13% less funds holding

Funds holding: 389339 (-50)

20% less capital invested

Capital invested by funds: $2.3B → $1.83B (-$469M)

62% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 74

Holders
339
Holders Change
-50
Holders Change %
-12.85%
% of All Funds
5.84%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
28
Increased
143
Reduced
112
Closed
74
Calls
$107M
Puts
$103M
Net Calls
+$3.93M
Net Calls Change
-$18.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$428M +$1.74M +17,966 +0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$395M +$13.2M +136,398 +3%
ZP
3
Zimmer Partners
New York
$173M +$38.1M +392,482 +25%
State Street
4
State Street
Massachusetts
$138M -$9.47M -97,617 -6%
Charles Schwab
5
Charles Schwab
California
$29.3M -$349K -3,600 -1%
N
6
Nuveen
North Carolina
$28.3M -$241K -2,485 -0.8%
Morgan Stanley
7
Morgan Stanley
New York
$28.3M +$1.39M +14,377 +5%
Northern Trust
8
Northern Trust
Illinois
$27.9M -$3.35M -34,528 -10%
D.E. Shaw & Co
9
D.E. Shaw & Co
New York
$26.6M -$2.19M -22,577 -7%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$24.8M -$101K -1,038 -0.4%
EMG
11
ETF Managers Group
New Jersey
$24.8M +$17.6M +181,922 +186%
Legal & General Group
12
Legal & General Group
United Kingdom
$20.2M -$1.12M -11,516 -5%
Millennium Management
13
Millennium Management
New York
$18.8M +$7.79M +80,272 +61%
Mirae Asset Global Investments
14
Mirae Asset Global Investments
South Korea
$17M +$4.7M +48,469 +34%
AI
15
AdvisorShares Investments
Maryland
$16.4M -$2.72M -28,037 -13%
Principal Financial Group
16
Principal Financial Group
Iowa
$15.4M -$188K -1,936 -1%
Citadel Advisors
17
Citadel Advisors
Florida
$14.9M +$10.5M +108,284 +181%
Voloridge Investment Management
18
Voloridge Investment Management
Florida
$14.1M +$6.23M +64,261 +68%
Ameriprise
19
Ameriprise
Minnesota
$13.3M -$584K -6,018 -4%
Marshall Wace
20
Marshall Wace
United Kingdom
$12.2M +$12.7M +131,301 +1,947%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$11.8M +$7.53M +77,660 +139%
Pacer Advisors
22
Pacer Advisors
Pennsylvania
$11.1M +$2.53M +26,100 +26%
PCM
23
Peregrine Capital Management
Minnesota
$10.4M +$2.88M +29,717 +34%
JP Morgan Chase
24
JP Morgan Chase
New York
$9.62M -$3.52M -36,288 -25%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$9.22M -$2.57M -26,533 -20%

IIPR Hedge Fund Activity: Q3 2022 in Review

339 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Innovative Industrial Properties (IIPR) for Q3 2022, worth a combined $1.83B — down 20% from $2.3B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of IIPR and 28 opened new positions — a net loss of 46 holders — while 112 trimmed existing stakes and 143 added.

The largest buyer was Zimmer Partners, adding an estimated $38.1M. The largest seller was Copeland Capital Management, exiting entirely with an estimated $32.9M sold.

  • 339 institutional investors held Innovative Industrial Properties (IIPR) as of Q3 2022, down from 389 in Q2 2022.
  • Funds reported $1.83B of Innovative Industrial Properties stock for Q3 2022, down 20% quarter-over-quarter.
  • 28 funds opened new Innovative Industrial Properties positions in Q3 2022 and 74 closed out, a net change of -46 holders.
  • The largest Innovative Industrial Properties buyer in Q3 2022 was Zimmer Partners, an estimated $38.1M added.
  • The largest Innovative Industrial Properties seller in Q3 2022 was Copeland Capital Management, an estimated $32.9M sold.

Based on aggregated 13F filings for Q3 2022.