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ILPT

Industrial Logistics Properties Trust

146 hedge funds and large institutions have $141M invested in Industrial Logistics Properties Trust in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

354% more call options, than puts

Call options by funds: $768K | Put options by funds: $169K

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

4% more funds holding

Funds holding: 140146 (+6)

0.27% more ownership

Funds ownership: 49.59%49.86% (+0.27%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 41

8% less capital invested

Capital invested by funds: $153M → $141M (-$12.7M)

Holders
146
Holders Change
+6
Holders Change %
+4.29%
% of All Funds
2.1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
41
Reduced
41
Closed
17
Calls
$768K
Puts
$169K
Net Calls
+$599K
Net Calls Change
+$173K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$1.45M -$1.39M -342,279 -50%
State Street
27
State Street
Massachusetts
$1.25M -$25.6K -6,300 -2%
Deutsche Bank
28
Deutsche Bank
Germany
$1.21M
CSS
29
Cubist Systematic Strategies
Connecticut
$1.15M +$183K +45,128 +20%
Barclays
30
Barclays
United Kingdom
$1.1M +$115K +28,222 +12%
Invesco
31
Invesco
Georgia
$1.07M -$973K -239,586 -49%
LCM
32
Laurion Capital Management
New York
$929K
JP Morgan Chase
33
JP Morgan Chase
New York
$917K +$359K +88,436 +71%
SPS
34
Susquehanna Portfolio Strategies
Pennsylvania
$822K -$84.1K -20,701 -10%
CCM
35
Corsair Capital Management
New York
$795K -$10.2K -2,504 -1%
Renaissance Technologies
36
Renaissance Technologies
New York
$741K -$798K -196,500 -53%
HF
37
HRT Financial
New York
$709K +$672K +165,446 New
DADC
38
D.A. Davidson & Co
Montana
$649K -$117K -28,750 -16%
Northern Trust
39
Northern Trust
Illinois
$613K +$374 +92 +0.1%
JF
40
Jump Financial
Illinois
$488K -$72.5K -17,858 -14%
PAS
41
Point72 Asia (Singapore)
Singapore
$443K +$402K +98,911 +2,261%
Balyasny Asset Management
42
Balyasny Asset Management
Illinois
$433K +$410K +100,963 New
MTIM
43
Marathon Trading Investment Management
Pennsylvania
$428K +$405K +99,800 New
GCP
44
GSA Capital Partners
United Kingdom
$379K +$359K +88,319 New
Bank of America
45
Bank of America
North Carolina
$373K -$204K -50,186 -37%
Asset Management One
46
Asset Management One
Japan
$368K
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$327K -$480K -118,220 -61%
Nomura Asset Management
48
Nomura Asset Management
Japan
$321K +$42.7K +10,500 +16%
ECM
49
ExodusPoint Capital Management
New York
$318K +$42.9K +10,549 +17%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$317K +$300K +73,831 New

ILPT Hedge Fund Activity: Q1 2024 in Review

146 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Industrial Logistics Properties Trust (ILPT) for Q1 2024, worth a combined $141M — down 8.2% from $153M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new ILPT positions and 17 closed out — a net gain of 7 holders — while 41 added to existing stakes and 41 trimmed.

The largest buyer was Millennium Management, adding an estimated $1.47M. The largest seller was AQR Capital Management, cutting an estimated $1.72M.

  • 146 institutional investors held Industrial Logistics Properties Trust (ILPT) as of Q1 2024, up from 140 in Q4 2023.
  • Funds reported $141M of Industrial Logistics Properties Trust stock for Q1 2024, down 8.2% quarter-over-quarter.
  • 24 funds opened new Industrial Logistics Properties Trust positions in Q1 2024 and 17 closed out, a net change of +7 holders.
  • The largest Industrial Logistics Properties Trust buyer in Q1 2024 was Millennium Management, an estimated $1.47M added.
  • The largest Industrial Logistics Properties Trust seller in Q1 2024 was AQR Capital Management, an estimated $1.72M sold.

Based on aggregated 13F filings for Q1 2024.