Yost Capital Management’s Industrial Logistics Properties Trust ILPT Stock Holding History

Yost 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
2019 Q2	–	Sell	-1,102,324	Closed	-$22.2M	–	8
2019 Q1	$22.2M	Buy	1,102,324 +100,000	+10%	+$2.06M	15.75%	3
2018 Q4	$19.7M	Buy	1,002,324 +67,900	+7%	+$1.45M	14.83%	3
2018 Q3	$21.5M	Buy	934,424 +191,113	+26%	+$4.43M	14.09%	4
2018 Q2	$16.6M	Sell	743,311 -56,689	-7%	-$1.2M	7.83%	5
2018 Q1	$16.3M	Buy	+800,000	New	+$17.1M	11.78%	4

Other funds holding ILPT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

ICM

Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

Yost Capital Management's ILPT Position: Q2 2019 in Review

Yost Capital Management sold out of Industrial Logistics Properties Trust (ILPT) in Q2 2019, closing a stake of 1,102,324 shares — an estimated $22.2M sold.

Yost Capital Management first reported a position in ILPT in Q1 2018 and held it in 5 quarters. The position peaked at $22.2M in Q1 2019. 187 funds tracked by Wall St. Rank hold ILPT as of Q2 2019.

Yost Capital Management reported no remaining Industrial Logistics Properties Trust position as of Q2 2019 after selling out during the quarter.
Yost Capital Management sold 1,102,324 Industrial Logistics Properties Trust shares in Q2 2019, an estimated $22.2M.
Yost Capital Management first reported a position in Industrial Logistics Properties Trust in Q1 2018 and held it in 5 quarters.
Yost Capital Management's Industrial Logistics Properties Trust position peaked at $22.2M in Q1 2019.
187 funds tracked by Wall St. Rank held Industrial Logistics Properties Trust as of Q2 2019.

Based on Yost Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.