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Institutional Ownership · SEC Form 13F

Who owns Innovative Industrial Properties (IIPR)


Which tracked institutional funds hold IIPR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IIPR company fundamentals →

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

301
Institutional holders
18M
Shares held (tracked funds)
64.9%
Of shares outstanding

How the tape is positioned

The tracked-fund tape on IIPR is one-sided between 2026-Q1 and 2026-Q2: 8 added or opened and 110 trimmed or exited — on balance reducing.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

IIPR’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in IIPR divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 301 tracked filers holding IIPR, 147 increased or opened the position and 127 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in IIPR between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 1

  • MARSHALL WACE, LLP$875K

Full exits 109

  • VANGUARD PORTFOLIO MANAGEMENT LLC$137M
  • VANGUARD CAPITAL MANAGEMENT LLC$62M
  • CHARLES SCHWAB INVESTMENT MANAGEMENT INC$29M
  • GOLDMAN SACHS GROUP INC$27M
  • ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$27M
  • MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$26M

Largest adds

  • BlackRock, Inc.$153M
  • STATE STREET CORP$21M
  • Invesco Ltd.$9M
  • PRICE T ROWE ASSOCIATES INC /MD/$810K
  • TWO SIGMA INVESTMENTS, LP$772K
  • AQR CAPITAL MANAGEMENT LLC$730K

Largest trims

  • Point72 Asset Management, L.P.$2M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
BlackRock, Inc. added4,997,521$310M23.7%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC new2,728,989$137M10.5%2026-Q1
STATE STREET CORP added1,628,896$104M8.0%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC new1,242,162$62M4.8%2026-Q1
Invesco Ltd. added497,461$31M2.4%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added573,633$29M2.2%2026-Q1
GOLDMAN SACHS GROUP INC added541,919$27M2.1%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added539,600$27M2.1%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added516,111$26M2.0%2026-Q1
Point72 Asset Management, L.P. trimmed351,544$22M1.7%2026-Q2
NORTHERN TRUST CORP added380,287$19M1.5%2026-Q1
D. E. Shaw & Co., Inc. trimmed304,567$19M1.4%2026-Q2
DIMENSIONAL FUND ADVISORS LP added366,811$18M1.4%2026-Q1
AlphaCore Capital LLC added214,482$11M0.9%2026-Q1
MORGAN STANLEY trimmed207,274$10M0.8%2026-Q1
Bank of New York Mellon Corp trimmed191,314$10M0.7%2026-Q1
PRINCIPAL FINANCIAL GROUP INC trimmed183,835$9M0.7%2026-Q1
VANGUARD FIDUCIARY TRUST CO new181,144$9M0.7%2026-Q1
Legal & General Group Plc trimmed178,476$9M0.7%2026-Q1
Thrivent Financial for Lutherans added153,063$8M0.6%2026-Q1
JPMORGAN CHASE & CO trimmed132,514$7M0.5%2026-Q1
Pacer Advisors, Inc. added130,218$7M0.5%2026-Q1
LSV ASSET MANAGEMENT trimmed106,200$5M0.4%2026-Q1
FIRST TRUST ADVISORS LP added100,294$5M0.4%2026-Q1
Public Sector Pension Investment Board added100,241$5M0.4%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added98,121$5M0.4%2026-Q1
RHUMBLINE ADVISERS added89,167$4M0.3%2026-Q1
VICTORY CAPITAL MANAGEMENT INC added85,127$4M0.3%2026-Q1
TrueWealth Advisors, LLC added75,290$4M0.3%2026-Q1
AQR CAPITAL MANAGEMENT LLC added56,987$4M0.3%2026-Q2
CANADA LIFE ASSURANCE Co trimmed68,245$3M0.3%2026-Q1
Quinn Opportunity Partners LLC66,500$3M0.3%2026-Q1
Nuveen, LLC trimmed65,878$3M0.3%2026-Q1
AMERIPRISE FINANCIAL INC trimmed66,015$3M0.3%2026-Q1
BESSEMER GROUP INC added63,658$3M0.2%2026-Q1
BALYASNY ASSET MANAGEMENT L.P. added59,605$3M0.2%2026-Q1
US BANCORP \DE\59,315$3M0.2%2026-Q1
Swiss National Bank55,300$3M0.2%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added53,651$3M0.2%2026-Q1
HSBC HOLDINGS PLC added51,932$3M0.2%2026-Q1
SEGALL BRYANT & HAMILL, LLC added48,300$3M0.2%2026-Q1
PRUDENTIAL FINANCIAL INC added51,517$3M0.2%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added40,431$3M0.2%2026-Q2
Engineers Gate Manager LP trimmed48,900$2M0.2%2026-Q1
Tidal Investments LLC trimmed48,137$2M0.2%2026-Q1
NOMURA ASSET MANAGEMENT CO LTD added44,960$2M0.2%2026-Q1
NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed40,800$2M0.2%2026-Q1
CSM Advisors, LLC added40,294$2M0.2%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed40,041$2M0.2%2026-Q1
CITIGROUP INC added39,854$2M0.2%2026-Q1
Asset Management One Co., Ltd.39,425$2M0.2%2026-Q1
Advisors Asset Management, Inc. added39,315$2M0.2%2026-Q1
MML INVESTORS SERVICES, LLC trimmed38,943$2M0.1%2026-Q1
MACQUARIE GROUP LTD added37,779$2M0.1%2026-Q1
EXCHANGE TRADED CONCEPTS, LLC added36,897$2M0.1%2026-Q1
FRANKLIN RESOURCES INC trimmed36,411$2M0.1%2026-Q1
PICTON MAHONEY ASSET MANAGEMENT added34,860$2M0.1%2026-Q1
ALLIANCEBERNSTEIN L.P. trimmed36,340$2M0.1%2026-Q1
MARTINGALE ASSET MANAGEMENT L P added33,426$2M0.1%2026-Q1
DEUTSCHE BANK AG\ added33,288$2M0.1%2026-Q1
Cresset Asset Management, LLC added31,767$2M0.1%2026-Q1
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed32,132$2M0.1%2026-Q1
NISA INVESTMENT ADVISORS, LLC added29,729$2M0.1%2026-Q1
Edgestream Partners, L.P. trimmed30,584$2M0.1%2026-Q1
Sumitomo Mitsui Trust Group, Inc. trimmed30,527$2M0.1%2026-Q1
BANK OF AMERICA CORP /DE/ added29,413$1M0.1%2026-Q1
SG Americas Securities, LLC added29,183$1M0.1%2026-Q1
State of Alaska, Department of Revenue trimmed28,972$1M0.1%2026-Q1
Quantbot Technologies LP added28,598$1M0.1%2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbH added28,366$1M0.1%2026-Q1
TWO SIGMA INVESTMENTS, LP added22,900$1M0.1%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC added27,428$1M0.1%2026-Q1
Sunbelt Securities, Inc. added27,131$1M0.1%2026-Q1
VANGUARD ASSET MANAGEMENT, Ltd new27,040$1M0.1%2026-Q1
Summit Financial, LLC new25,769$1M0.1%2026-Q1
Vanguard Investments Australia, Ltd. new26,631$1M0.1%2026-Q1
Allianz Asset Management GmbH trimmed26,381$1M0.1%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed25,922$1M0.1%2026-Q1
LPL Financial LLC trimmed25,554$1M0.1%2026-Q1
CAPITAL FUND MANAGEMENT S.A. trimmed25,134$1M0.1%2026-Q1
Penserra Capital Management LLC added24,451$1M0.1%2026-Q1
MACKENZIE FINANCIAL CORP trimmed24,076$1M0.1%2026-Q1
VANGUARD GROUP INC added4,269,947$202M15.5%2025-Q4 stale
JUPITER ASSET MANAGEMENT LTD trimmed150,905$8M0.6%2025-Q1 stale
NORGES BANK trimmed94,400$4M0.3%2025-Q4 stale
Cubist Systematic Strategies, LLC added79,295$4M0.3%2025-Q1 stale
LMR Partners LLP new72,766$4M0.3%2025-Q3 stale
Koa Wealth Management, LLC added68,221$4M0.3%2025-Q2 stale
VIRGINIA RETIREMENT SYSTEMS ET Al new72,550$3M0.3%2025-Q4 stale
Zimmer Partners, LP62,240$3M0.3%2025-Q1 stale
AXA S.A. added58,368$3M0.2%2025-Q2 stale
Jump Financial, LLC added57,246$3M0.2%2025-Q1 stale
New Age Alpha Advisors, LLC new54,005$3M0.2%2025-Q1 stale
STATE OF WISCONSIN INVESTMENT BOARD added45,270$2M0.2%2025-Q2 stale
WEDGE CAPITAL MANAGEMENT L L P/NC trimmed43,022$2M0.2%2025-Q4 stale
Y-Intercept (Hong Kong) Ltd added41,873$2M0.2%2025-Q4 stale
BRIDGEWAY CAPITAL MANAGEMENT, LLC35,000$2M0.1%2025-Q2 stale
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added15,318$1M0.1%2025-Q4 stale
DARK FOREST CAPITAL MANAGEMENT LP added26,679$1M0.1%2025-Q4 stale
Schonfeld Strategic Advisors LLC trimmed21,636$1M0.1%2025-Q2 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership