JO
ILPT

John Overdeck’s Industrial Logistics Properties Trust ILPT Stock Holding History

John Overdeck’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
2026
Q2 		$7.94M Buy
895,018
+277,349
+45% +$2.15M 0.01% 1704
2026
Q1 		$3.51M Buy
617,669
+477,048
+339% +$2.78M ﹤0.01% 2307
2025
Q4 		$779K Buy
140,621
+63,044
+81% +$349K ﹤0.01% 3083
2025
Q3 		$452K Buy
77,577
+55,977
+259% +$322K ﹤0.01% 3025
2025
Q2 		$98.3K Sell
21,600
-40,401
-65% -$134K ﹤0.01% 3002
2025
Q1 		$213K Buy
62,001
+801
+1% +$2.99K ﹤0.01% 2833
2024
Q4 		$223K Sell
61,200
-53,138
-46% -$205K ﹤0.01% 2843
2024
Q3 		$544K Buy
114,338
+74,777
+189% +$352K ﹤0.01% 2434
2024
Q2 		$146K Buy
39,561
+13,860
+54% +$53.6K ﹤0.01% 2783
2024
Q1 		$110K Sell
25,701
-32,300
-56% -$131K ﹤0.01% 2822
2023
Q4 		$273K Buy
+58,001
New +$188K ﹤0.01% 2727
2023
Q2 		– Sell
-301,039
Closed -$924K – 3130
2023
Q1 		$924K Sell
301,039
-467,548
-61% -$1.83M ﹤0.01% 1914
2022
Q4 		$2.51M Buy
768,587
+552,356
+255% +$2.3M 0.01% 1202
2022
Q3 		$1.19M Buy
+216,231
New +$1.95M ﹤0.01% 1386
2022
Q2 		– Sell
-81,492
Closed -$1.85M – 2712
2022
Q1 		$1.85M Buy
81,492
+54,693
+204% +$1.25M 0.01% 1383
2021
Q4 		$671K Sell
26,799
-14,158
-35% -$358K ﹤0.01% 2943
2021
Q3 		$1.04M Buy
+40,957
New +$1.09M ﹤0.01% 2582
2020
Q1 		– Sell
-46,424
Closed -$1.04M – 3444
2019
Q4 		$1.04M Sell
46,424
-97,916
-68% -$2.1M ﹤0.01% 2143
2019
Q3 		$3.07M Buy
144,340
+30,772
+27% +$656K 0.01% 1134
2019
Q2 		$2.36M Sell
113,568
-56,719
-33% -$1.13M 0.01% 1338
2019
Q1 		$3.44M Buy
+170,287
New +$3.51M 0.01% 1156

Other funds holding ILPT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

John Overdeck's ILPT Position: Q2 2026 in Review

John Overdeck increased its Industrial Logistics Properties Trust (ILPT) stake by 45% in Q2 2026, buying an estimated $2.15M and bringing the position to 895,018 shares worth $7.94M. The position accounts for 0.01% of the portfolio, ranked #1704.

John Overdeck first reported a position in ILPT in Q1 2019 and has held it in 21 quarters since. 160 funds tracked by Wall St. Rank hold ILPT as of Q2 2026.

  • John Overdeck held 895,018 shares of Industrial Logistics Properties Trust worth $7.94M as of Q2 2026.
  • John Overdeck bought 277,349 Industrial Logistics Properties Trust shares in Q2 2026, an estimated $2.15M.
  • Industrial Logistics Properties Trust made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1704 holding.
  • John Overdeck first reported a position in Industrial Logistics Properties Trust in Q1 2019 and has held it in 21 quarters since.
  • 160 funds tracked by Wall St. Rank held Industrial Logistics Properties Trust as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.