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ILPT

Industrial Logistics Properties Trust
ILPT

196 hedge funds and large institutions have $1.33B invested in Industrial Logistics Properties Trust in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 63 increasing their positions, 70 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more call options, than puts

Call options by funds: $1.49M | Put options by funds: $770K

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

6% more capital invested

Capital invested by funds: $1.26B → $1.33B (+$77.2M)

3% more funds holding

Funds holding: 190 → 196 (+6)

0.87% less ownership

Funds ownership: 88.01% → 87.14% (-0.87%)

10% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 70

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
196
Holders Change
+6
Holders Change %
+3.16%
% of All Funds
3.47%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
24
Increased
63
Reduced
70
Closed
17
Calls
$1.49M
Puts
$770K
Net Calls
+$718K
Net Calls Change
+$1.59M

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$14.5M
2
BlackRock
BlackRock
New York
+$9.88M
3
First Trust Advisors
First Trust Advisors
Illinois
+$6.28M
4
PCM
Peregrine Capital Management
Minnesota
+$5.92M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$3.26M

Top Sellers

Rank Fund Capital Flow
1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$30M
2
AL
AJO LP
Pennsylvania
-$9.14M
3
WC
Walthausen & Co
New York
-$5.66M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$3.79M
5
WG
Winton Group
United Kingdom
-$3.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
176
Advisornet Financial
Minnesota
$6K – – –
EI
177
Ellevest Inc
New York
$5K – – –
CAAS
178
Capital Asset Advisory Services
Michigan
$5K +$4.76K +218 New
GRP
179
Global Retirement Partners
California
$4K – – –
OSAM
180
O'Shaughnessy Asset Management
Connecticut
$4K +$372 +17 +11%
BWM
181
Baystate Wealth Management
Massachusetts
$3K – – –
VRM
182
Vectors Research Management
New York
$3K – – –
Loomis, Sayles & Company
183
Loomis, Sayles & Company
Massachusetts
$2K -$3.06K -140 -58%
TFO
184
Tarbox Family Office
California
$2K – – –
PWPS
185
Pinnacle Wealth Planning Services
Ohio
$2K +$1.4K +64 New
GLLW
186
Graves Light Lenhart Wealth
Virginia
$2K +$2.03K +93 New
AIG
187
American International Group
New York
$1.15K +$100K +4,596 +10%
Fidelity Investments
188
Fidelity Investments
Massachusetts
$1K -$3.74K -171 -85%
ACM
189
AUA Capital Management
Pennsylvania
$1K -$284 -13 -23%
BWA
190
BDO Wealth Advisors
Florida
$1K – – –
BCA
191
Berman Capital Advisors
Georgia
$1K – – –
IA
192
IFP Advisors
Florida
$1K – – –
PA
193
Parallel Advisors
California
$1K +$962 +44 New
AL
194
AJO LP
Pennsylvania
– -$9.14M -417,903 Closed
WG
195
Winton Group
United Kingdom
– -$3.51M -160,436 Closed
American Century Companies
196
American Century Companies
Missouri
– -$1.5M -68,696 Closed
CIC
197
Cornercap Investment Counsel
Georgia
– -$767K -35,080 Closed
Truist Financial
198
Truist Financial
North Carolina
– -$600K -27,454 Closed
SAM
199
Securian Asset Management
Minnesota
– -$559K -25,545 Closed
Balyasny Asset Management
200
Balyasny Asset Management
Illinois
– -$551K -25,211 Closed
5 6 7
8
9

ILPT Hedge Fund Activity: Q4 2020 in Review

196 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Industrial Logistics Properties Trust (ILPT) for Q4 2020, worth a combined $1.33B — up 6.2% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new ILPT positions and 17 closed out — a net gain of 7 holders — while 63 added to existing stakes and 70 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $14.5M. The largest seller was Massachusetts Financial Services, cutting an estimated $30M.

  • 196 institutional investors held Industrial Logistics Properties Trust (ILPT) as of Q4 2020, up from 190 in Q3 2020.
  • Funds reported $1.33B of Industrial Logistics Properties Trust stock for Q4 2020, up 6.2% quarter-over-quarter.
  • 24 funds opened new Industrial Logistics Properties Trust positions in Q4 2020 and 17 closed out, a net change of +7 holders.
  • The largest Industrial Logistics Properties Trust buyer in Q4 2020 was AllianceBernstein, an estimated $14.5M added.
  • The largest Industrial Logistics Properties Trust seller in Q4 2020 was Massachusetts Financial Services, an estimated $30M sold.

Based on aggregated 13F filings for Q4 2020.