Principal Financial Group
ILPT

Principal Financial Group’s Industrial Logistics Properties Trust ILPT Stock Holding History

Principal Financial Group’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
-89,737
Closed -$422K – 2456
2023
Q4 		$422K Buy
89,737
+24,070
+37% +$78.1K ﹤0.01% 1988
2023
Q3 		$190K Buy
65,667
+23,244
+55% +$87.9K ﹤0.01% 2176
2023
Q2 		$140K Sell
42,423
-19,217
-31% -$42.9K ﹤0.01% 2234
2023
Q1 		$189K Sell
61,640
-405,843
-87% -$1.59M ﹤0.01% 2194
2022
Q4 		$1.53M Sell
467,483
-312,634
-40% -$1.3M ﹤0.01% 1809
2022
Q3 		$4.29M Sell
780,117
-61,285
-7% -$554K ﹤0.01% 1546
2022
Q2 		$11.8M Sell
841,402
-59,197
-7% -$971K 0.01% 1160
2022
Q1 		$20.4M Sell
900,599
-113,057
-11% -$2.58M 0.01% 884
2021
Q4 		$25.4M Sell
1,013,656
-107,472
-10% -$2.72M 0.02% 786
2021
Q3 		$28.5M Sell
1,121,128
-44,795
-4% -$1.2M 0.02% 674
2021
Q2 		$30.5M Buy
1,165,923
+96,263
+9% +$2.42M 0.02% 671
2021
Q1 		$24.7M Buy
1,069,660
+15,172
+1% +$340K 0.02% 758
2020
Q4 		$24.6M Sell
1,054,488
-30,484
-3% -$666K 0.02% 652
2020
Q3 		$23.7M Sell
1,084,972
-49,445
-4% -$1.05M 0.02% 584
2020
Q2 		$23.3M Sell
1,134,417
-124,697
-10% -$2.29M 0.02% 580
2020
Q1 		$22.1M Sell
1,259,114
-11,894
-0.9% -$250K 0.02% 515
2019
Q4 		$28.5M Buy
1,271,008
+441,598
+53% +$9.46M 0.02% 591
2019
Q3 		$17.6M Sell
829,410
-148,425
-15% -$3.16M 0.02% 853
2019
Q2 		$20.4M Buy
977,835
+371,981
+61% +$7.39M 0.02% 752
2019
Q1 		$12.2M Buy
605,854
+68,384
+13% +$1.41M 0.01% 1118
2018
Q4 		$10.6M Sell
537,470
-422,292
-44% -$9.02M 0.01% 1143
2018
Q3 		$22.1M Buy
959,762
+512,636
+115% +$11.9M 0.02% 792
2018
Q2 		$9.99M Buy
+447,126
New +$9.47M 0.01% 1308

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

Principal Financial Group's ILPT Position: Q1 2024 in Review

Principal Financial Group sold out of Industrial Logistics Properties Trust (ILPT) in Q1 2024, closing a stake of 89,737 shares — an estimated $422K sold.

Principal Financial Group first reported a position in ILPT in Q2 2018 and held it in 23 quarters. The position peaked at $30.5M in Q2 2021. 146 funds tracked by Wall St. Rank hold ILPT as of Q1 2024.

  • Principal Financial Group reported no remaining Industrial Logistics Properties Trust position as of Q1 2024 after selling out during the quarter.
  • Principal Financial Group sold 89,737 Industrial Logistics Properties Trust shares in Q1 2024, an estimated $422K.
  • Principal Financial Group first reported a position in Industrial Logistics Properties Trust in Q2 2018 and held it in 23 quarters.
  • Principal Financial Group's Industrial Logistics Properties Trust position peaked at $30.5M in Q2 2021.
  • 146 funds tracked by Wall St. Rank held Industrial Logistics Properties Trust as of Q1 2024.

Based on Principal Financial Group's 13F filing for Q1 2024, filed 29 Apr 2024.