ILPTNasdaqReal Estate Investment TrustsFiscal year ends December 31
Industrial Logistics Properties Trust
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 29, 2026
$6.53−0.29 (-4.25%)
Close on Oct 19, 2026
- Market cap
- $432.44M
- P/E (TTM)
- –
- Dividend yield
- 1.84%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
53.3%
36M of 67M shares
Institutional holders
161
31 new, 24 sold out
Net institutional buying
3M
In Q2 2026
Insider trades, 12 months
1 buys · 0 sales
Net bought $17.74K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 4,959,801 | 7.50% | 13G (passive) amendment | Jun 30, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of ILPT | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 5,769,793 | 8.64% | $51.18M | +301,016 | 0.00% |
| Vanguard Portfolio Management LLC | 2,914,117 | 4.37% | $25.85M | +2,594,536 | 0.00% |
| Vanguard Capital Management LLC | 2,763,332 | 4.14% | $24.51M | +207,572 | 0.00% |
| Nantahala Capital Management, LLC | 2,222,306 | 3.33% | $19.71M | +543,333 | 0.33% |
| CastleKnight Management LP | 1,654,198 | 2.48% | $14.67M | −234,001 | 0.20% |
| Geode Capital Management, LLC | 1,648,123 | 2.47% | $14.62M | +249,895 | 0.00% |
| Lsv Asset Management | 1,290,952 | 1.93% | $11.45K | +159,372 | 0.02% |
| State Street Corp | 1,243,921 | 1.86% | $11.03M | +83,583 | 0.00% |
| D. E. Shaw & Co., Inc. | 1,218,269 | 1.83% | $10.81M | −158,765 | 0.01% |
| UMB Bank, n.a. | 1,153,563 | 1.73% | $10.23M | −126,587 | 0.13% |
| Two Sigma Investments, LP | 895,018 | 1.34% | $7.94M | +277,349 | 0.01% |
| Morgan Stanley | 600,622 | 0.90% | $5.33M | +194,053 | 0.00% |
| LPL Financial LLC | 594,902 | 0.89% | $5.28M | +22,557 | 0.00% |
| Charles Schwab Investment Management Inc | 582,376 | 0.87% | $5.17M | +107,775 | 0.00% |
| Renaissance Technologies LLC | 582,330 | 0.87% | $5.17M | +123,341 | 0.01% |
| Arrowstreet Capital, Limited Partnership | 545,167 | 0.82% | $4.84M | +326,269 | 0.00% |
| Northern Trust Corp | 544,790 | 0.82% | $4.83M | +95,409 | 0.00% |
| Dimensional Fund Advisors LP | 540,676 | 0.81% | $4.80M | −178,240 | 0.00% |
| Vanguard Fiduciary Trust Co | 392,607 | 0.59% | $3.48M | −811 | 0.00% |
| Acadian Asset Management LLC | 386,392 | 0.58% | $3.42K | +102,889 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 161 | 36M | 53.3% | 31 / 64 | 36 / 24 | 7M | 5M |
| Q1 2026 | 157 | 33M | 48.8% | 25 / 57 | 45 / 17 | 7M | 3M |
| Q4 2025 | 151 | 32M | 48.2% | 19 / 61 | 41 / 16 | 4M | 2M |
| Q3 2025 | 152 | 31M | 45.8% | 28 / 53 | 44 / 19 | 4M | 3M |
| Q2 2025 | 143 | 30M | 44.3% | 24 / 32 | 56 / 17 | 4M | 4M |
| Q1 2025 | 137 | 30M | 44.4% | 14 / 33 | 51 / 17 | 2M | 3M |
| Q4 2024 | 143 | 33M | 48.9% | 13 / 41 | 53 / 30 | 3M | 4M |
| Q3 2024 | 161 | 33M | 49.4% | 33 / 43 | 49 / 15 | 9M | 6M |
| Q2 2024 | 145 | 35M | 52.5% | 27 / 37 | 50 / 25 | 10M | 8M |
| Q1 2024 | 144 | 34M | 50.4% | 24 / 41 | 39 / 19 | 4M | 5M |
| Q4 2023 | 140 | 35M | 52.1% | 27 / 41 | 47 / 28 | 8M | 7M |
| Q3 2023 | 143 | 35M | 52.1% | 17 / 38 | 51 / 26 | 6M | 8M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of ILPT | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Real Estate Index Fund | 2,090,454 | 3.13% | $18.00M | 0.02% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 2,020,716 | 3.03% | $17.92M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,479,531 | 2.22% | $13.12M | 0.02% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 682,914 | 1.02% | $6.06M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 624,834 | 0.94% | $5.38M | 0.02% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 533,853 | 0.80% | $4.74M | 0.03% | Jun 30, 2026 |
| Federated Hermes MDT Small Cap Core Fund | 401,360 | 0.60% | $3.46M | 0.15% | Jul 31, 2026 |
| Vanguard Real Estate Ii Index Fund | 369,279 | 0.55% | $3.18M | 0.03% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 316,895 | 0.47% | $2.84M | 0.01% | May 31, 2026 |
| Tax-Managed U.S. Mid & Small Cap Fund | 300,450 | 0.45% | $2.59M | 0.13% | Jul 31, 2026 |
| Inspire Fidelis Multi Factor ETF | 295,533 | 0.44% | $2.65M | 1.32% | May 31, 2026 |
| Schwab U.S. Small-Cap ETF | 285,906 | 0.43% | $2.56M | 0.01% | May 31, 2026 |
| Vanguard Russell 2000 Index Fund | 285,155 | 0.43% | $2.56M | 0.01% | May 31, 2026 |
| Invesco Dorsey Wright SmallCap Momentum ETF | 220,413 | 0.33% | $1.98M | 0.47% | May 31, 2026 |
| iShares Core U.S. REIT ETF | 210,976 | 0.32% | $1.82M | 0.04% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Yael Duffy | President and CEO, Director | 109,588 | 0.16% | Sep 21, 2026 |
| Tiffany R. Sy | CFO and Treasurer | 22,524 | 0.03% | Sep 21, 2026 |
| Adam D. Portnoy | Director | 987,167 | 1.48% | Sep 21, 2026 |
| Joseph Morea | Director | 124,705 | 0.19% | Jun 10, 2026 |
| Elena Poptodorova | Director | 12,514 | 0.02% | Jun 10, 2026 |
| Kevin C. Phelan | Director | 110,457 | 0.17% | Jun 10, 2026 |
| June S. Youngs | Director | 88,205 | 0.13% | Jun 10, 2026 |
| Bruce M. Gans | Director | 102,205 | 0.15% | Jun 10, 2026 |
| Lisa Harris Jones | Director | 137,367 | 0.21% | Jun 10, 2026 |
| Matthew P. Jordan | Director | 176,902 | 0.27% | Sep 18, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Yael Duffy President and CEO, Director | Sep 17, 2026 | Tax withholding | −16,275 | $7.75 | $126.13K | 109,588 |
| Tiffany R. Sy CFO and Treasurer | Sep 17, 2026 | Tax withholding | −1,791 | $7.75 | $13.88K | 22,524 |
| Adam D. Portnoy Director | Sep 17, 2026 | Tax withholding | −10,046 | $7.75 | $77.86K | 241,495 |
| Adam D. Portnoy Director | Sep 10, 2026 | Award | +39,164 | – | – | 251,541 |
| Yael Duffy President and CEO, Director | Sep 10, 2026 | Award | +39,164 | – | – | 125,863 |
| Yael Duffy President and CEO, Director | Jun 9, 2026 | Award | +12,514 | – | – | 86,699 |
| June S. Youngs Director | Jun 9, 2026 | Award | +12,514 | – | – | 88,205 |
| Lisa Harris Jones Director | Jun 9, 2026 | Award | +12,514 | – | – | 137,367 |
| Adam D. Portnoy Director | Jun 9, 2026 | Award | +12,514 | – | – | 212,377 |
| Elena Poptodorova Director | Jun 9, 2026 | Award | +12,514 | – | – | 12,514 |
| Elena Poptodorova Director | Jun 9, 2026 | Tax withholding | −1,878 | $8.79 | $16.51K | 10,636 |
| Joseph Morea Director | Jun 9, 2026 | Award | +12,514 | – | – | 124,705 |
| Bruce M. Gans Director | Jun 9, 2026 | Award | +12,514 | – | – | 102,205 |
| Kevin C. Phelan Director | Jun 9, 2026 | Award | +12,514 | – | – | 102,957 |
| Kevin C. Phelan Director | May 22, 2026 | Buy | +2,000 | $8.87 | $17.74K | 7,500 |
| Yael Duffy President and CEO, Director | Mar 18, 2026 | Award | +15,625 | – | – | 74,185 |
| Kevin C. Phelan Director | Nov 21, 2025 | Gift | −10,000 | – | – | 5,500 |
| Tiffany R. Sy CFO and Treasurer | Sep 16, 2025 | Tax withholding | −1,773 | $6.35 | $11.26K | 24,315 |
| Matthew P. Jordan Director | Sep 16, 2025 | Tax withholding | −13,367 | $6.35 | $84.88K | 176,902 |
| Yael Duffy President and COO | Sep 16, 2025 | Tax withholding | −4,398 | $6.35 | $27.93K | 58,560 |
| Adam D. Portnoy Director | Sep 16, 2025 | Tax withholding | −6,080 | $6.35 | $38.61K | 199,863 |
| Tiffany R. Sy CFO and Treasurer | Sep 9, 2025 | Award | +13,008 | – | – | 26,088 |
| Yael Duffy President and COO | Sep 9, 2025 | Award | +24,390 | – | – | 62,958 |
| Adam D. Portnoy Director | Sep 9, 2025 | Award | +40,650 | – | – | 205,943 |
| Matthew P. Jordan Director | Sep 9, 2025 | Award | +40,650 | – | – | 190,269 |
| Kevin C. Phelan Director | Jul 31, 2025 | Buy | +5,000 | $5.43 | $27.15K | 15,500 |
| Joseph Morea Director | May 30, 2025 | Buy | +20,000 | $3.31 | $66.20K | 112,191 |
| Lisa Harris Jones Director | May 28, 2025 | Award | +28,875 | – | – | 123,135 |
| Matthew P. Jordan Director | May 28, 2025 | Award | +28,875 | – | – | 149,619 |
| Joseph Morea Director | May 28, 2025 | Award | +28,875 | – | – | 92,191 |
| Adam D. Portnoy Director | May 28, 2025 | Award | +28,875 | – | – | 165,293 |
| Kevin C. Phelan Director | May 28, 2025 | Award | +28,875 | – | – | 87,590 |
| Bruce M. Gans Director | May 28, 2025 | Award | +28,875 | – | – | 89,691 |
| June S. Youngs Director | May 28, 2025 | Award | +28,875 | – | – | 75,691 |
| Yael Duffy President and COO | Sep 17, 2024 | Tax withholding | −3,092 | $5.07 | $15.68K | 38,568 |
| Adam D. Portnoy Director | Sep 17, 2024 | Tax withholding | −2,194 | $5.07 | $11.12K | 136,418 |
| Matthew P. Jordan Director | Sep 17, 2024 | Tax withholding | −8,044 | $5.07 | $40.78K | 120,744 |
| Adam D. Portnoy Director | Sep 11, 2024 | Award | +23,760 | – | – | 138,612 |
| Tiffany R. Sy CFO and Treasurer | Sep 11, 2024 | Award | +10,330 | – | – | 13,080 |
| Matthew P. Jordan Director | Sep 11, 2024 | Award | +23,760 | – | – | 128,788 |
| Yael Duffy President and COO | Sep 11, 2024 | Award | +12,396 | – | – | 41,660 |
| Kevin C. Phelan Director | Aug 2, 2024 | Buy | +2,000 | $4.75 | $9.50K | 10,500 |
| Adam D. Portnoy Director | May 30, 2024 | Award | +23,316 | – | – | 114,852 |
| Bruce M. Gans Director | May 30, 2024 | Award | +23,316 | – | – | 60,816 |
| Lisa Harris Jones Director | May 30, 2024 | Award | +23,316 | – | – | 93,731 |
| Matthew P. Jordan Director | May 30, 2024 | Award | +23,316 | – | – | 105,028 |
| Joseph Morea Director | May 30, 2024 | Award | +23,316 | – | – | 63,316 |
| June S. Youngs Director | May 30, 2024 | Award | +23,316 | – | – | 46,816 |
| Kevin C. Phelan Director | May 30, 2024 | Award | +23,316 | – | – | 58,104 |
| Matthew P. Jordan Director | Sep 18, 2023 | Tax withholding | −6,440 | $3.54 | $22.80K | 81,712 |
| Brian E. Donley CFO and Treasurer | Sep 18, 2023 | Tax withholding | −828 | $3.54 | $2.93K | 16,012 |
| Yael Duffy President and COO | Sep 18, 2023 | Tax withholding | −2,418 | $3.54 | $8.56K | 29,264 |
| Brian E. Donley CFO and Treasurer | Sep 13, 2023 | Award | +7,500 | – | – | 16,840 |
| Matthew P. Jordan Director | Sep 13, 2023 | Award | +20,000 | – | – | 88,152 |
| Yael Duffy President and COO | Sep 13, 2023 | Award | +15,000 | – | – | 31,682 |
| Kevin C. Phelan Director | Aug 9, 2023 | Buy | +5,000 | $3.80 | $19.00K | 8,500 |
| Joseph Morea Director | Jul 27, 2023 | Buy | +20,000 | $3.68 | $73.60K | 40,000 |
| Lisa Harris Jones Director | Jul 27, 2023 | Buy | +50,000 | $3.77 | $188.50K | 70,000 |
| Adam D. Portnoy Director | Jun 1, 2023 | Award | +20,000 | – | – | 91,536 |
| Matthew P. Jordan Director | Jun 1, 2023 | Award | +20,000 | – | – | 68,152 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Harris Jones Lisa Trustee | May 4, 2023 | 19,659 | $40.30K | May 4, 2023 | Share Award |
| L. Morea Joseph Trustee | May 3, 2023 | 17,500 | $35.00K | May 3, 2023 | Share Award |