Industrial Logistics Properties Trust
ILPT
212 hedge funds and large institutions have $1.14B invested in Industrial Logistics Properties Trust in 2018 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 72 increasing their positions, 14 reducing their positions, and 2 closing their positions.
5,950% more first-time investments, than exits
New positions opened: 121 | Existing positions closed: 2
414% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 14
306% more call options, than puts
Call options by funds: $2.63M | Put options by funds: $647K
128% more funds holding
Funds holding: 93 → 212 (+119)
125% more capital invested
Capital invested by funds: $506M → $1.14B (+$632M)
55.15% more ownership
Funds ownership: 33.72% → 88.87% (+55%)
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$164M |
| 2 |
BlackRock
New York
|
+$92.8M |
| 3 |
HI
HBK Investments
Dallas,
Texas
|
+$54.7M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$42.2M |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
+$37.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
-$9.02M |
| 2 |
LCM
LDR Capital Management
New York
|
-$4.02M |
| 3 |
WCM
Woodson Capital Management
Greenwich,
Connecticut
|
-$3.55M |
| 4 |
LIMS
Lasalle Investment Management Securities
Baltimore,
Maryland
|
-$2.59M |
| 5 |
WSL
Western Standard LLC
Los Angeles,
California
|
-$2.36M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIS
201
Sound Income Strategies
Ft Lauderdale,
Florida
| $1K | +$790 | +37 | New |
|
|
BCA
202
Berman Capital Advisors
Atlanta,
Georgia
| $1K | +$1.09K | +51 | New |
|
|
PA
203
Parallel Advisors
San Francisco,
California
| $1K | +$1.18K | +55 | New |
|
|
MOS
204
MGO One Seven
Beachwood,
Ohio
| $1K | +$1.26K | +59 | New |
|
|
LC
205
Lindbrook Capital
Calabasas,
California
| $1K | +$1.47K | +69 | New |
|
|
AAMU
206
Amundi Asset Management US
Boston,
Massachusetts
| $10 | – | – | – |
|
|
GT
207
Glenmede Trust
Philadelphia,
Pennsylvania
| $4 | +$4.59K | +215 | New |
|
208
Renaissance Technologies
New York
| – | -$205K | -8,900 | Closed |
|
209
Group One Trading
Chicago,
Illinois
| – | -$84.2K | -3,942 | Closed |
|
|
GWS
210
Glassman Wealth Services
Vienna,
Virginia
| – | +$107 | +5 | New |
|
|
WAM
211
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| – | +$171 | +8 | New |
|
212
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$384 | +18 | New |
|
|
AIA
213
Alera Investment Advisors
Deerfield,
Illinois
| – | +$470 | +22 | New |
|
|
FIA
214
FNY Investment Advisers
New York
| – | +$491 | +23 | New |
|
ILPT Hedge Fund Activity: Q4 2018 in Review
212 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Industrial Logistics Properties Trust (ILPT) for Q4 2018, worth a combined $1.14B — up 125% from $506M a quarter earlier.
Buyers outnumbered sellers: 121 funds opened new ILPT positions and 2 closed out — a net gain of 119 holders — while 72 added to existing stakes and 14 trimmed.
The largest buyer was Vanguard Group, adding an estimated $164M. The largest seller was Principal Financial Group, cutting an estimated $9.02M.
- 212 institutional investors held Industrial Logistics Properties Trust (ILPT) as of Q4 2018, up from 93 in Q3 2018.
- Funds reported $1.14B of Industrial Logistics Properties Trust stock for Q4 2018, up 125% quarter-over-quarter.
- 121 funds opened new Industrial Logistics Properties Trust positions in Q4 2018 and 2 closed out, a net change of +119 holders.
- The largest Industrial Logistics Properties Trust buyer in Q4 2018 was Vanguard Group, an estimated $164M added.
- The largest Industrial Logistics Properties Trust seller in Q4 2018 was Principal Financial Group, an estimated $9.02M sold.
Based on aggregated 13F filings for Q4 2018.