We are live on ! Find out more
ILPT

Industrial Logistics Properties Trust

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: 190196 (+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: 32 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$275M +$9.88M +451,853 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$233M +$3.26M +149,348 +2%
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$107M -$30M -1,370,471 -23%
State Street
4
State Street
Massachusetts
$75.5M -$1.64M -75,134 -2%
LSV Asset Management
5
LSV Asset Management
Illinois
$61.1M -$3.03M -138,839 -5%
AllianceBernstein
6
AllianceBernstein
Tennessee
$37.7M +$14.5M +662,560 +69%
Northern Trust
7
Northern Trust
Illinois
$31.2M +$139K +6,371 +0.5%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$30.3M +$2.04M +93,187 +8%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$29.2M -$645K -29,495 -2%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$27.5M +$1.33M +60,836 +5%
Principal Financial Group
11
Principal Financial Group
Iowa
$24.6M -$666K -30,484 -3%
Invesco
12
Invesco
Georgia
$21.3M -$1M -45,836 -5%
Mirae Asset Global Investments
13
Mirae Asset Global Investments
South Korea
$21M +$1.57M +72,040 +9%
Charles Schwab
14
Charles Schwab
California
$17.1M -$85.6K -3,915 -0.5%
N
15
Nuveen
North Carolina
$15.8M +$3.19M +145,873 +27%
Fuller & Thaler Asset Management
16
Fuller & Thaler Asset Management
California
$14.4M +$13.8K +631 +0.1%
PCM
17
Peregrine Capital Management
Minnesota
$13.5M +$5.92M +271,055 +88%
Legal & General Group
18
Legal & General Group
United Kingdom
$12.7M +$317K +14,492 +3%
TG
19
TCW Group
California
$12.3M -$69.9K -3,200 -0.6%
Goldman Sachs
20
Goldman Sachs
New York
$11M -$564K -25,814 -5%
KBC Group
21
KBC Group
Belgium
$10.9M -$116K -5,302 -5%
JP Morgan Chase
22
JP Morgan Chase
New York
$10.1M +$1.29M +59,105 +16%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$9.95M -$985K -45,059 -10%
First Trust Advisors
24
First Trust Advisors
Illinois
$8.58M +$6.28M +287,520 +356%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$7.61M +$1.28M +58,770 +22%

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.