IIPR Hedge Fund Ownership (Q2 2026)

Innovative Indl Pptys Inc (IIPR)

324 + Investors. Track Smart Money conviction in IIPR. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — IIPR

Based on 327 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added IIPR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

📊

High ownership — 80% of 3.0Y peak

80% of all-time peak

327 funds currently hold this stock — 80% of the 3.0-year high of 408 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q

+15 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 66% buying

201 buying105 selling

Last quarter: 201 funds were net buyers (60 opened a brand new position + 141 added to an existing one). Only 105 were sellers (70 trimmed + 35 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+18 vs last Q)

new funds entering per quarter

Funds opening a new IIPR position: 46 → 44 → 42 → 60. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 17% medium ■ 17% new

215 out of 327 hedge funds have held IIPR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💰

Value +35% but shares only +17% — price-driven

Value

+34%

+16%

Last quarter: the total dollar value of institutional holdings rose +35%, but actual share count only changed +17%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

📈

Growing discovery — still being found

40 → 46 → 44 → 42 → 60 new funds/Q

New funds entering each quarter: 46 → 44 → 42 → 60. A growing number of institutions are discovering IIPR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 72% veterans vs 18% newcomers

■ 72% veterans ■ 11% 1-2yr ■ 18% new

Entry-cohort mix of 336 holders: 241 (72%) are 2+ year veterans, 36 entered 1–2 years ago, and 59 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 61% AUM from top-100 funds

61% from top-100 AUM funds

51 of 324 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in IIPR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

2.5

out of 10

Low Exit Risk

Exit risk score 2.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	324	302	7.28%
13F Shares	24M	21M	16.58%
Total Value	$1.37B	$1.02B	34.82%
New Positions	60	42	+18
Increased Positions	141	110	+31
Closed Positions	35	36	-1
Reduced Positions	67	87	-20
Total Calls	5	4	25.0%
Total Puts	7	7	-
PUT/CALL Ratio	1.4	1.75	Bearish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

324

302

7.28%

13F Shares

24M

21M

16.58%

Total Value

$1.37B

$1.02B

34.82%

New Positions

+18

Increased Positions

141

110

+31

Closed Positions

-1

Reduced Positions

-20

Total Calls

25.0%

Total Puts

PUT/CALL Ratio

1.4

1.75

Bearish

Institutional Holders (2026 Q2)

324 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IIPR. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 IIPR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Smh Capital Advisors Inc	2.43%	10,000	$620K
2	TrueWealth Advisors, LLC	1.02%	72,865	$4.5M
3	Villanova Investment Management Co LLC	0.55%	9,268	$574K
4	Compass Financial Management LLC	0.54%	72,193	$4.5M
5	CDC Financial, Inc.	0.52%	20,000	$1.2M
6	RD Lewis Holdings, Inc.	0.41%	9,639	$556K
7	AlphaCore Capital LLC	0.25%	217,804	$13.5M
8	Arrow Investment Advisors, LLC	0.23%	3,915	$243K
9	Significant Wealth Partners LLC	0.23%	3,372	$209K
10	Quinn Opportunity Partners LLC	0.19%	66,500	$4.1M
11	1620 Investment Advisors, INC.	0.16%	4,270	$265K
12	Edgestream Partners, L.P.	0.13%	72,705	$4.5M
13	Black Swift Group, LLC	0.13%	14,825	$919K
14	Cooper/Haims Advisors, LLC	0.12%	4,379	$271K
15	Roberts Glore & Co Inc /Il/	0.11%	7,100	$440K
16	Retirement Planning Co of New England, Inc.	0.09%	4,184	$259K
17	Summit Securities Group LLC	0.09%	15,300	$948K
18	North Star Investment Management Corp.	0.08%	25,045	$1.6M
19	Mystic Asset Management, Inc.	0.07%	5,334	$331K
20	Quarry LP	0.06%	11,600	$719K
21	CWA Asset Management Group, LLC	0.06%	30,658	$1.9M
22	Advisors Asset Management, Inc.	0.06%	60,269	$3.7M
23	Prism Advisors, Inc.	0.05%	3,599	$223K
24	Detalus Advisors, LLC	0.05%	4,361	$270K
25	Parallax Volatility Advisers, L.P.	0.05%	500,000	$31.0M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Innovative Indl Pptys Inc (IIPR)

What does the Smart Money Trend signal show for IIPR?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added IIPR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for IIPR?

More buyers than sellers — 66% buying: Last quarter: 201 funds were net buyers (60 opened a brand new position + 141 added to an existing one). Only 105 were sellers (70 trimmed + 35 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IIPR holders?

Elite ownership — 61% AUM from top-100 funds: 51 of 324 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in IIPR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held IIPR?

66% of holders stayed for 2+ years: 215 out of 327 hedge funds have held IIPR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Innovative Indl Pptys Inc (IIPR)

Smart Money Signals — IIPR

Buying streak — 2 quarters in a row

High ownership — 80% of 3.0Y peak

Steady growth — +5% more funds vs a year ago

More buyers than sellers — 66% buying

More new buyers each quarter (+18 vs last Q)

66% of holders stayed for 2+ years

Value +35% but shares only +17% — price-driven

Growing discovery — still being found

Veteran-anchored — 72% veterans vs 18% newcomers

Elite ownership — 61% AUM from top-100 funds

Institutional Sentiment Summary — IIPR

Hedge Fund Ownership: IIPR

Market Analysis: IIPR

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IIPR

Hedge Fund Positioning: IIPR

Statistics: IIPR

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Innovative Indl Pptys Inc (IIPR)

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