JGC
ILPT

J. Goldman & Co’s Industrial Logistics Properties Trust ILPT Stock Holding History

J. Goldman & Co’s Portfolio ILPT Stock Details ILPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-113,750
Closed -$535K – 453
2023
Q4 		$535K Sell
113,750
-61,250
-35% -$199K 0.02% 262
2023
Q3 		$506K Sell
175,000
-217,794
-55% -$824K 0.02% 276
2023
Q2 		$1.3M Buy
392,794
+32,572
+9% +$72.7K 0.05% 236
2023
Q1 		$1.11M Buy
+360,222
New +$1.41M 0.04% 228

Other funds holding ILPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
HB
HTLF Bank Denver, Colorado $885M AUM 17.75% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

J. Goldman & Co's ILPT Position: Q1 2024 in Review

J. Goldman & Co sold out of Industrial Logistics Properties Trust (ILPT) in Q1 2024, closing a stake of 113,750 shares — an estimated $535K sold.

J. Goldman & Co first reported a position in ILPT in Q1 2023 and held it in 4 quarters. The position peaked at $1.3M in Q2 2023. 146 funds tracked by Wall St. Rank hold ILPT as of Q1 2024.

  • J. Goldman & Co reported no remaining Industrial Logistics Properties Trust position as of Q1 2024 after selling out during the quarter.
  • J. Goldman & Co sold 113,750 Industrial Logistics Properties Trust shares in Q1 2024, an estimated $535K.
  • J. Goldman & Co first reported a position in Industrial Logistics Properties Trust in Q1 2023 and held it in 4 quarters.
  • J. Goldman & Co's Industrial Logistics Properties Trust position peaked at $1.3M in Q2 2023.
  • 146 funds tracked by Wall St. Rank held Industrial Logistics Properties Trust as of Q1 2024.

Based on J. Goldman & Co's 13F filing for Q1 2024, filed 15 May 2024.