| 0.00% |
| 4 | CastleKnight Management LP | 1.7M | $14.7M | -12.4% | 2.478% | 0.20% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 1.6M | $14.6M | +17.9% | 2.469% | 0.00% |
| 6 | STATE STREET CORP | 1.2M | $11.0M | +7.2% | 1.864% | 0.00% |
| 7 | D. E. Shaw & Co., Inc. | 1.2M | $10.8M | -11.5% | 1.825% | 0.01% |
| 8 | UMB Bank, n.a. | 1.2M | $10.2M | -9.9% | 1.728% | 0.13% |
| 9 | Nantahala Capital Management, LLC | 1.1M | $9.9M | -33.8% | 1.665% | 0.16% |
| 10 | TWO SIGMA INVESTMENTS, LP | 895K | $7.9M | +44.9% | 1.341% | 0.01% |
| 11 | MORGAN STANLEY | 601K | $5.3M | +47.7% | 0.900% | 0.00% |
| 12 | LPL Financial LLC | 595K | $5.3M | +3.9% | 0.891% | 0.00% |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 582K | $5.2M | +22.7% | 0.873% | 0.00% |
| 14 | RENAISSANCE TECHNOLOGIES LLC | 582K | $5.2M | +26.9% | 0.873% | 0.01% |
| 15 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 545K | $4.8M | +149.0% | 0.817% | 0.00% |
| 16 | NORTHERN TRUST CORP | 545K | $4.8M | +21.2% | 0.816% | 0.00% |
| 17 | DIMENSIONAL FUND ADVISORS LP | 541K | $4.8M | -24.8% | 0.810% | 0.00% |
| 18 | VANGUARD FIDUCIARY TRUST CO | 393K | $3.5M | -0.2% | 0.588% | 0.00% |
| 19 | Flat Footed LLC | 371K | $3.3M | -74.1% | 0.556% | 0.25% |
| 20 | ALGERT GLOBAL LLC | 370K | $3.3M | +54.8% | 0.554% | 0.04% |
| 21 | Russell Investments Group, Ltd. | 358K | $3.2M | +15.3% | 0.536% | 0.00% |
| 22 | GOLDMAN SACHS GROUP INC | 352K | $3.1M | -13.6% | 0.528% | 0.00% |
| 23 | UBS Group AG | 314K | $2.8M | +41.0% | 0.470% | 0.00% |
| 24 | FEDERATED HERMES, INC. | 289K | $2.6M | — | 0.432% | 0.00% |
| 25 | Invesco Ltd. | 283K | $2.5M | -9.0% | 0.424% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in ILPT — a direct measure of their conviction.
| 44.16% |
| 4.72 pp |
| $93M |
| 13% |
| Q4 2024 | 140 | 11% | 48.88% | +1.31 pp | $107M | 21% |
| Q3 2024 | 158 | — | 47.57% | — | $136M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
29 institutions opened new positions in ILPT during Q2 2026, while 21 fully exited. 115 added to existing positions and 16 trimmed.
ILPT institutional ownership rose by 2.95 percentage points quarter-over-quarter, with a net change of +7 holders.
The top 10 institutions account for 63.0% of all reported 13F value in ILPT, and the top 25 account for 83.8%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Industrial Logistics Properties Trust (ILPT) Institutional Ownership