Industrial Logistics Properties Trust (ILPT) Ownership

4.26 ↑0.21 (5.19%)

As of May 2, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Industrial Logistics Properties Trust (ILPT), owning a total of 5.9 million shares. Combined, the top 47 institutional holders of ILPT own 77.46% of the company with a total of 50.9 million shares.

In the latest ownership report on December 31st 2023, the top 47 institutional holders increased their combined ownership of ILPT by 1.6 million shares. 8 institutions bought 3,641,818 total additional shares and increased their ownership by an average of 43.59%. However 10 institutions sold 2,005,444 total shares and decreased their ownership by an average of 17.6%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Industrial Logistics Properties Trust increased by a net total of 1,636,374 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	8.909%	-3.509%	5,865,958	-213,348	2023-12-31
Nantahala Capital Management, LLC	6.053%	69.078%	3,985,638	1,628,354	2023-12-31
BlackRock Inc	3.805%	-2.753%	2,505,196	-70,909	2023-12-31
Charles Schwab Investment Management Inc	2.972%	-7.074%	1,956,855	-148,966	2023-12-31
LSV Asset Management	2.508%	-2.328%	1,651,057	-39,349	2023-12-31
HTLF Bank	1.744%	0.000%	1,148,563	1,148,563	2023-12-31
CastleKnight Management LP	1.283%	36.628%	844,879	226,500	2023-12-31
Dimensional Fund Advisors, Inc.	1.275%	-8.062%	839,176	-73,588	2023-12-31
Geode Capital Management, LLC	1.191%	1.777%	784,408	13,696	2023-12-31
Union Square Park Capital Management, LLC	1.154%	-13.143%	760,000	-115,000	2023-12-31
Millennium Management LLC	0.961%	-44.786%	632,890	-513,359	2023-12-31
Susquehanna International Group, LLP	0.956%	-13.992%	629,176	-102,359	2023-12-31
Anson Funds Management LP	0.954%	72.348%	627,831	263,550	2023-12-31
Marshall Wace Asset Management Ltd	0.905%	-25.931%	595,687	-208,545	2023-12-31
Householder Group Estate & Retirement Speciali	0.798%	7.298%	525,697	35,755	2023-12-31
Goldman Sachs Group Inc	0.789%	160.429%	519,400	319,960	2023-12-31
Amvescap Plc.	0.744%	1.123%	489,683	5,440	2023-12-31
AQR Capital Management LLC	0.662%	-54.392%	436,050	-520,021	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	8.909%	-3.509%	5,865,958	-213,348	2023-12-31
Nantahala Capital Management, LLC	6.053%	69.078%	3,985,638	1,628,354	2023-12-31
Flat Footed LLC	4.892%	-7.146%	3,213,982	-247,344	2023-03-31
BlackRock Inc	3.805%	-2.753%	2,505,196	-70,909	2023-12-31
Charles Schwab Investment Management Inc	2.972%	-7.074%	1,956,855	-148,966	2023-12-31
LSV Asset Management	2.508%	-2.328%	1,651,057	-39,349	2023-12-31
Balyasny Asset Management LLC	2.245%	0.000%	1,478,178	1,478,178	2023-09-30
Davidson Kempner Capital Management LP	1.974%	0.000%	1,300,000	1,300,000	2023-09-30
AllianceBernstein L.P.	1.893%	8.746%	1,241,036	99,814	2022-06-30
Arrowstreet Capital Limited Partnership	1.763%	0.000%	1,158,495	1,158,495	2023-03-31
HTLF Bank	1.744%	0.000%	1,148,563	1,148,563	2023-12-31
Dubuque Bank & Trust Co	1.706%	0.000%	1,123,563	0	2023-09-30
Prudential Investment Management Inc	1.676%	174.596%	1,101,293	700,233	2023-03-31
Prudential Financial Inc	1.676%	174.596%	1,101,293	700,233	2023-03-31
Pacer Advisors, INC.	1.598%	132.998%	1,047,940	598,176	2022-09-30
Long Pond Capital, LP	1.528%	0.000%	1,005,865	1,005,865	2023-06-30
Stone House Capital Management, LLC	1.519%	0.000%	1,000,000	1,000,000	2023-06-30
CapTrust Financial Advisors	1.408%	0.000%	923,212	923,212	2022-09-30
CastleKnight Management LP	1.283%	36.628%	844,879	226,500	2023-12-31
Dimensional Fund Advisors, Inc.	1.275%	-8.062%	839,176	-73,588	2023-12-31
Morgan Stanley - Brokerage Accounts	1.227%	-47.646%	806,109	-733,620	2023-03-31
HRT FINANCIAL LLC	1.224%	1,127.420%	804,118	738,605	2023-03-31
Geode Capital Management, LLC	1.191%	1.777%	784,408	13,696	2023-12-31
Principal Financial Group Inc	1.190%	-7.284%	780,117	-61,285	2022-09-30
Two Sigma Investments LLC	1.172%	255.447%	768,587	552,356	2022-12-31
Union Square Park Capital Management, LLC	1.154%	-13.143%	760,000	-115,000	2023-12-31
State Street Corporation	1.146%	-12.703%	754,549	-109,794	2023-09-30
Northern Trust Corp	1.143%	9.896%	749,684	67,506	2023-03-31
Graham Capital Management	1.000%	349.619%	655,450	509,671	2022-09-30
Citadel Advisors Llc	0.967%	16.609%	636,433	90,650	2023-09-30
Millennium Management LLC	0.961%	-44.786%	632,890	-513,359	2023-12-31
Susquehanna International Group, LLP	0.956%	-13.992%	629,176	-102,359	2023-12-31
Anson Funds Management LP	0.954%	72.348%	627,831	263,550	2023-12-31
Jacobs Levy Equity Management, Inc.	0.926%	149.664%	606,994	363,870	2022-09-30
Bank of New York Mellon Corp	0.926%	-32.933%	606,946	-298,034	2022-12-31
Marshall Wace Asset Management Ltd	0.905%	-25.931%	595,687	-208,545	2023-12-31
Nuveen Asset Management, LLC	0.834%	-32.052%	546,881	-257,973	2022-09-30
D. E. Shaw & Co LP	0.800%	-62.317%	526,654	-870,946	2023-09-30
Householder Group Estate & Retirement Speciali	0.798%	7.298%	525,697	35,755	2023-12-31
Legal & General Group PLC	0.796%	3.325%	521,768	16,788	2022-06-30
Goldman Sachs Group Inc	0.789%	160.429%	519,400	319,960	2023-12-31
JPMorgan Chase & Co	0.775%	8.430%	507,828	39,483	2022-06-30
Newtyn Management LLC	0.763%	0.000%	500,000	500,000	2022-09-30
Amvescap Plc.	0.744%	1.123%	489,683	5,440	2023-12-31
AQR Capital Management LLC	0.662%	-54.392%	436,050	-520,021	2023-12-31
NFJ Investment Group, LLC	0.569%	14.571%	372,753	47,407	2022-09-30
Ameriprise Financial Inc	0.466%	6.852%	305,803	19,609	2022-06-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Industrial Logistics Properties Trust (ILPT), owning a total of 5 million shares. Combined, the top 51 mutual fund holders of ILPT own 46.80% of the company with a total of 30.7 million shares.

In the latest ownership report on March 31st 2024, the top 51 fund holders increased their combined ownership of ILPT by 26 thousand shares. 3 funds bought 26,287 total additional shares and increased their ownership by an average of 1.72%. However 1 funds sold 591 total shares and decreased their ownership by an average of 0.35%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Industrial Logistics Properties Trust increased by a net total of 25,696 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Real Estate Index Investor	3.689%	0.479%	2,429,031	11,570	2024-03-31
Vanguard Institutional Extnd Mkt Idx Tr	1.438%	0.000%	946,492	0	2024-03-31
Vanguard Real Estate II Index	0.570%	0.000%	375,475	0	2024-03-31
Schwab Fundamental US Small Company Idx	0.503%	4.637%	331,011	14,669	2024-03-31
BlackRock Advantage Small Cap Core Instl	0.256%	-0.349%	168,651	-591	2024-03-31
BlackRock Extended Equity Market K	0.204%	0.036%	134,614	48	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	7.673%	0.009%	5,031,029	471	2023-02-28
Vanguard Real Estate Index Investor	3.689%	0.479%	2,429,031	11,570	2024-03-31
Vanguard Instl Ttl Stck Mkt Idx Tr	3.243%	0.000%	2,135,037	0	2023-03-31
Vanguard Total Stock Mkt Idx Inv	2.826%	-12.852%	1,860,637	-274,400	2024-02-29
iShares Russell 2000 ETF	2.358%	-0.120%	1,545,953	-1,855	2023-06-21
Schwab Fundamental US Small Company ETF	2.134%	0.000%	1,405,065	0	2024-03-29
iShares S&P Small-Cap 600 Value ETF	1.811%	0.000%	1,187,170	0	2023-02-28
Vanguard Extended Market Index Investor	1.441%	0.000%	946,492	0	2023-08-31
Vanguard Institutional Extnd Mkt Idx Tr	1.438%	0.000%	946,492	0	2024-03-31
Pacer Benchmark Industrial RE SCTR ETF	1.385%	-6.287%	908,269	-60,937	2022-10-31
Invesco Active US Real Estate	1.303%	0.000%	854,458	0	2023-04-30
Vanguard Small Cap Index	1.298%	0.177%	851,152	1,505	2023-02-28
iShares Russell 2000 Value ETF	0.947%	0.561%	620,668	3,465	2023-06-21
SPDR® S&P 600 Small Cap Value ETF	0.922%	0.000%	604,584	0	2023-02-28
Vanguard Small Cap Value Index Inv	0.910%	0.249%	596,656	1,479	2023-02-28
Fidelity® Small Cap Index	0.884%	0.000%	580,594	0	2023-05-31
Vanguard Tax-Managed Small Cap Adm	0.661%	-38.478%	433,308	-271,002	2023-02-28
Fundamental Income Net Lease Rl Estt ETF	0.585%	0.000%	383,247	0	2023-05-31
Vanguard Real Estate II Index	0.570%	0.000%	375,475	0	2024-03-31
SPDR® Portfolio S&P 600 Sm Cap ETF	0.556%	0.000%	364,542	0	2023-02-28
DFA Real Estate Securities I	0.550%	-5.582%	362,074	-21,405	2024-02-29
CREF Stock R1	0.541%	0.000%	355,113	0	2023-05-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.515%	0.000%	337,825	0	2023-05-31
iShares S&P Small-Cap 600 Growth ETF	0.512%	0.000%	335,963	0	2022-11-30
Schwab Fundamental US Small Company Idx	0.503%	4.637%	331,011	14,669	2024-03-31
Fidelity Extended Market Index	0.499%	-0.482%	328,247	-1,590	2024-02-29
Principal SmallCap S&P 600 Idx SP	0.485%	1.818%	317,738	5,673	2023-02-28
Schwab US REIT ETF™	0.464%	0.000%	305,224	0	2023-11-30
Fidelity® Extended Market Index	0.434%	0.000%	285,908	0	2023-11-30
Schwab US Small-Cap ETF™	0.419%	0.000%	276,140	0	2024-03-29
DFA Global Real Estate Securities Port	0.417%	-8.500%	274,280	-25,479	2024-02-29
Invesco FTSE RAFI US 1500 Small-Mid ETF	0.379%	0.000%	249,372	0	2024-03-28
State St Russell Sm Cap® Indx NL Cl C	0.367%	0.000%	240,816	0	2023-05-31
DWS Global Small Cap S	0.288%	0.000%	189,736	0	2024-02-29
Vanguard Russell 2000 ETF	0.282%	4.229%	184,745	7,495	2023-05-31
PGIM Quant Solutions Small-Cap Val Z	0.279%	0.000%	182,600	0	2023-05-31
PGIM Quant Small Cap value Equity	0.279%	0.000%	182,600	0	2023-03-31
NT R2000 Index Fund - NL	0.274%	-2.999%	179,577	-5,552	2023-03-31
iShares U.S. Small-Cap Eq Fac ETF	0.266%	0.000%	174,942	0	2024-03-28
BlackRock Advantage Small Cap Core Instl	0.256%	-0.349%	168,651	-591	2024-03-31
BlackRock Extended Mkt Composite	0.234%	0.000%	154,245	0	2023-09-30
GS Global Real Estate Equity Fund (NL) P	0.221%	0.000%	145,600	145,600	2023-07-31
iShares Micro-Cap ETF	0.216%	0.000%	141,928	0	2024-03-28
iShares Core US REIT ETF	0.215%	0.000%	141,732	0	2024-03-28
BlackRock Extended Equity Market K	0.204%	0.036%	134,614	48	2024-03-31
Strategic Advisers® Small-Mid Cap	0.185%	0.000%	121,900	0	2023-10-31
Strategic Advisers Small-Mid Cap	0.185%	0.000%	121,900	0	2024-01-31
Fidelity® Real Estate Index	0.177%	0.000%	116,218	0	2023-11-30
Fidelity Real Estate Index	0.177%	0.000%	116,218	0	2023-11-30
Fidelity® Total Market Index	0.174%	0.000%	114,465	0	2023-11-30
Fidelity Total Market Index	0.174%	0.000%	114,465	0	2024-02-29