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Innovative Industrial Properties

293 hedge funds and large institutions have $923M invested in Innovative Industrial Properties in 2025 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 110 increasing their positions, 94 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 94

2.74% more ownership

Funds ownership: 66.55%69.29% (+2.7%)

5% less funds holding

Funds holding: 309293 (-16)

8% less capital invested

Capital invested by funds: $1B → $923M (-$80.2M)

20% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 44

67% less call options, than puts

Call options by funds: $12.5M | Put options by funds: $37.3M

Holders
293
Holders Change
-16
Holders Change %
-5.18%
% of All Funds
3.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
35
Increased
110
Reduced
94
Closed
44
Calls
$12.5M
Puts
$37.3M
Net Calls
-$24.9M
Net Calls Change
-$9.59M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$224M +$4.37M +84,395 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$202M +$219K +4,230 +0.1%
State Street
3
State Street
Massachusetts
$79M -$387K -7,480 -0.5%
Charles Schwab
4
Charles Schwab
California
$25.6M +$1.24M +23,901 +5%
Goldman Sachs
5
Goldman Sachs
New York
$24.1M +$5.47M +105,569 +26%
Invesco
6
Invesco
Georgia
$23.4M +$2.75M +53,143 +12%
D.E. Shaw & Co
7
D.E. Shaw & Co
New York
$22.4M +$4.4M +84,917 +22%
Northern Trust
8
Northern Trust
Illinois
$16.7M -$423K -8,162 -2%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$16.6M +$851K +16,426 +5%
Mirae Asset Global ETFs Holdings
10
Mirae Asset Global ETFs Holdings
Hong Kong
$15.3M +$940K +18,151 +6%
Morgan Stanley
11
Morgan Stanley
New York
$12.3M -$2.78M -53,668 -17%
Millennium Management
12
Millennium Management
New York
$11.8M +$7.29M +140,826 +129%
AC
13
AlphaCore Capital
California
$10.1M +$149K +2,875 +1%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$9.24M -$7.7M -148,718 -43%
Legal & General Group
15
Legal & General Group
United Kingdom
$9.18M +$1.19M +22,926 +13%
Point72 Asset Management
16
Point72 Asset Management
Connecticut
$8.74M +$6.71M +129,552 +235%
Principal Financial Group
17
Principal Financial Group
Iowa
$8.72M +$893K +17,248 +10%
JP Morgan Chase
18
JP Morgan Chase
New York
$7.87M +$808K +15,603 +10%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$6.74M +$396K +7,638 +6%
EP
20
Edgestream Partners
New Jersey
$5.97M +$3.77M +72,833 +137%
Pacer Advisors
21
Pacer Advisors
Pennsylvania
$5.49M -$1.52M -29,401 -20%
LSV Asset Management
22
LSV Asset Management
Illinois
$5.18M -$72.5K -1,400 -1%
Public Sector Pension Investment Board (PSP Investments)
23
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.6M -$633K -12,232 -11%
Norges Bank
24
Norges Bank
Norway
$4.47M +$4.89M +94,400 New
N
25
Nuveen
North Carolina
$4.37M -$89.2K -1,722 -2%