Union Square Park Capital Management’s Industrial Logistics Properties Trust ILPT Stock Holding History

Union Square Park Capital Management’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 Q1	$4.33M	Sell	762,838 -167,162	-18%	-$973K	2.46%	10
2025 Q4	$5.15M	Sell	930,000 -20,000	-2%	-$111K	2.48%	11
2025 Q3	$5.54M	Sell	950,000 -325,000	-25%	-$1.87M	1.97%	12
2025 Q2	$5.8M	Buy	1,275,000 +90,525	+8%	+$300K	2.44%	8
2025 Q1	$4.07M	Sell	1,184,475 -15,525	-1%	-$58K	2.67%	9
2024 Q4	$4.38M	Buy	1,200,000 +452,949	+61%	+$1.75M	2.82%	17
2024 Q3	$3.56M	Sell	747,051 -182,194	-20%	-$857K	2.58%	14
2024 Q2	$3.42M	Buy	929,245 +169,245	+22%	+$654K	3.03%	13
2024 Q1	$3.26M	Hold	760,000	–	–	2.6%	14
2023 Q4	$3.57M	Sell	760,000 -115,000	-13%	-$373K	2.64%	12
2023 Q3	$2.53M	Sell	875,000 -125,000	-13%	-$473K	2.91%	14
2023 Q2	$3.3M	Buy	+1,000,000	New	+$2.23M	2.62%	15

Other funds holding ILPT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

FFL

Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Union Square Park Capital Management's ILPT Position: Q1 2026 in Review

Union Square Park Capital Management reduced its Industrial Logistics Properties Trust (ILPT) stake by 18% in Q1 2026, selling an estimated $973K and leaving 762,838 shares worth $4.33M. The position accounts for 2.46% of the portfolio, ranked #10.

Union Square Park Capital Management first reported a position in ILPT in Q2 2023 and has held it in 12 quarters since. The position peaked at $5.8M in Q2 2025. 157 funds tracked by Wall St. Rank hold ILPT as of Q1 2026.

Union Square Park Capital Management held 762,838 shares of Industrial Logistics Properties Trust worth $4.33M as of Q1 2026.
Union Square Park Capital Management sold 167,162 Industrial Logistics Properties Trust shares in Q1 2026, an estimated $973K.
Industrial Logistics Properties Trust made up 2.46% of Union Square Park Capital Management's portfolio in Q1 2026, its #10 holding.
Union Square Park Capital Management first reported a position in Industrial Logistics Properties Trust in Q2 2023 and has held it in 12 quarters since.
Union Square Park Capital Management's Industrial Logistics Properties Trust position peaked at $5.8M in Q2 2025.
157 funds tracked by Wall St. Rank held Industrial Logistics Properties Trust as of Q1 2026.

Based on Union Square Park Capital Management's 13F filing for Q1 2026, filed 15 May 2026.