ILPT
Industrial Logistics Properties Trust
$8.52
-1.05%
$568.0M
No data for this timeframe.
Vol
Market Cap$568.0M
Cap SizeSmall Cap
Inst. Holders8 funds
Inst. Value$25.8M
Inst. Activity5 buys / 0 sells
Insider Activity1B / 0S
Insider Net $$17.7K
SEC Reports3
Recent Activity
May 22, 2026
Insider
PHELAN KEVIN C bought 2,000 shares
Director @ $8.87 ($17.7K)
Apr 29, 2026
SEC
ILPT reported Q1 2026 Normalized FFO of $0.33/share, beating the $0.31 consensus by 6.5%. Same-property Cash Basis NOI g
8-K — Impact 6/10
Apr 29, 2026
earnings_calendar
ILPT Q1 2026 Earnings Scheduled — 2026-04-29
Mar 25, 2026
SEC
Industrial Logistics Properties Trust (ILPT) filed a supplemental proxy statement to correct an administrative error in
DEFA14A — Impact 2/10
Mar 18, 2026
SEC
Industrial Logistics Properties Trust (ILPT) has filed its definitive proxy statement (DEFA14A) for the 2026 Annual Meet
DEFA14A — Impact 2/10
Mar 18, 2026
Insider
Duffy Yael sold 15,625 shares
President and CEO @ $0.00 ($0.00)
Inst.
RENAISSANCE TECHNOLOGIES LLC — ADD
287,300 shares ($1.6M)
Inst.
TWO SIGMA INVESTMENTS, LP — ADD
140,621 shares ($779.0K)
Price Targets
Historical data — last covering-analyst action Mar 2026. No current recommendation available.
$9.65 (Mar 2026)
Current $8.79
Low $9.30
Median $9.65
High $10.00
2 analysts
$9.30
$10.00
Analyst Ratings
2Strong Buy
5Buy
2Hold
0Sell
0Strong Sell
Historical Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Mar 3, 2026 | Freedom Broker | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $-0.21 ▼ -10.5% | $-0.21 — $-0.21 | 34% YoY | 1 |
| Next Q | $-0.19 | $-0.19 — $-0.19 | 42% YoY | 1 |
| Current FY | $-0.72 ▲ +6.5% | $-0.72 — $-0.72 | 28% YoY | 1 |
| Next FY | $-0.64 ▲ +3.0% | $-0.64 — $-0.64 | 11% YoY | 1 |
Latest Reports
BULLISH
8-K
6/10
ILPT reported Q1 2026 Normalized FFO of $0.33/share, beating the $0.31 consensus by 6.5%. Same-property Cash Basis NOI g
Apr 29, 2026
NEUTRAL
DEFA14A
2/10
Industrial Logistics Properties Trust (ILPT) filed a supplemental proxy statement to correct an administrative error in
Mar 25, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $17.9M | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $2.7M | TRIM |
| MORGAN STANLEY | $2.2M | — |
| RENAISSANCE TECHNOLOGIES LLC | $1.6M | ADD |
| TWO SIGMA INVESTMENTS, LP | $779.0K | ADD |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 22, 2026 | PHELAN KEVIN | BUY | $17.7K |
| Mar 18, 2026 | Duffy Yael | A | $0.00 |
8 institutional holders with $25.8M total value (4,659,666 shares) as of 2025-Q4. Top holders: VANGUARD, CHARLES, MORGAN. Net buying activity: 5 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 3,237,850 | $17.9M | 69.5% | — |
| 2 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 481,879 | $2.7M | 10.3% | TRIM -49.2% |
| 3 | MORGAN STANLEY | 392,456 | $2.2M | 8.4% | — |
| 4 | RENAISSANCE TECHNOLOGIES LLC | 287,300 | $1.6M | 6.2% | ADD +90.9% |
| 5 | TWO SIGMA INVESTMENTS, LP | 140,621 | $779.0K | 3.0% | ADD +81.3% |
| 6 | WELLS FARGO & COMPANY/MN | 60,286 | $334.0K | 1.3% | ADD +45.9% |
| 7 | BANK OF AMERICA CORP /DE/ | 41,894 | $232.1K | 0.9% | ADD +56.7% |
| 8 | FMR LLC | 17,380 | $96.3K | 0.4% | ADD +36.7% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | ADD | 150,500 | 287,300 | +90.9% | $1.6M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | ADD | 77,577 | 140,621 | +81.3% | $779.0K | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 41,325 | 60,286 | +45.9% | $334.0K | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | ADD | 26,742 | 41,894 | +56.7% | $232.1K | 2025-Q4 |
| FMR LLC | ADD | 12,715 | 17,380 | +36.7% | $96.3K | 2025-Q4 |
| UBS Group AG | DOUBLED | 23,440 | 192,717 | +722.2% | $1.1M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 21,600 | 77,577 | +259.2% | $452.3K | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 308,700 | 132,400 | -57.1% | $602.4K | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | TRIM | 61,317 | 26,017 | -57.6% | $118.4K | 2025-Q2 |
| UBS Group AG | NEAR_EXIT | 98,122 | 23,440 | -76.1% | $106.7K | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 62,001 | 21,600 | -65.2% | $98.3K | 2025-Q2 |
| FMR LLC | TRIM | 21,625 | 12,635 | -41.6% | $57.5K | 2025-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | TRIM | 963,270 | 489,748 | -49.2% | $1.7M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 441,100 | 308,700 | -30.0% | $1.1M | 2025-Q1 |
| UBS Group AG | TRIM | 143,222 | 98,122 | -31.5% | $337.5K | 2025-Q1 |
| CITADEL ADVISORS LLC | EXIT | 136,180 | 0 | -100.0% | $0.00 | 2025-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | TRIM | 1,411,907 | 963,270 | -31.8% | $3.5M | 2024-Q4 |
| UBS Group AG | DOUBLED | 37,566 | 143,222 | +281.3% | $522.8K | 2024-Q4 |
| CITADEL ADVISORS LLC | TRIM | 486,483 | 136,180 | -72.0% | $497.1K | 2024-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 30,201 | 38,530 | +27.6% | $140.6K | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 1,411,907 | — | $6.7M | 2024-Q3 |
2 unique insiders with 1 transactions. Net insider value: $17.7K ($17.7K bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 22, 2026 | PHELAN KEVIN C | Director | BUY | 2,000 | $8.87 | $17.7K |
| Mar 18, 2026 | Duffy Yael | President and CEO | A | 15,625 | $0.00 | $0.00 |
3 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 2 neutral. Avg impact: 3.3/10.
BULLISH
8-K
6/10
ILPT reported Q1 2026 Normalized FFO of $0.33/share, beating the $0.31 consensus by 6.5%. Same-prope
Apr 29, 2026
NEUTRAL
DEFA14A
2/10
Industrial Logistics Properties Trust (ILPT) filed a supplemental proxy statement to correct an admi
Mar 25, 2026
NEUTRAL
DEFA14A
2/10
Industrial Logistics Properties Trust (ILPT) has filed its definitive proxy statement (DEFA14A) for
Mar 18, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Historical analyst distribution (last covering-analyst action Mar 2026): 78% buy across 9 analysts — 2 strong buy, 5 buy, 2 hold, 0 sell, 0 strong sell. No current recommendation available.
Analyst Price Targets
Historical data — last covering-analyst action Mar 2026. No current recommendation available.
$9.65 mean target (Mar 2026)
$9.30 Low
$10.00 High
| Metric | Value |
|---|---|
| Current Price | $8.79 |
| Target Low | $9.30 |
| Target Mean | $9.65 |
| Target Median | $9.65 |
| Target High | $10.00 |
| # Analysts | 2 |
| Recommendation | — (no recent coverage) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$-0.21 | $-0.21 | $-0.21 | 34.4% | -10.5% | 1↑ 0↓ | $0.1B | 4.1% | 1 |
| Next Q 2026-09-30 |
$-0.19 | $-0.19 | $-0.19 | 42.4% | +0.0% | — | $0.1B | 6.0% | 1 |
| Current FY 2026-12-31 |
$-0.72 | $-0.72 | $-0.72 | 28.0% | +6.5% | 1↑ 0↓ | $0.5B | 4.4% | 1 |
| Next FY 2027-12-31 |
$-0.64 | $-0.64 | $-0.64 | 11.1% | +3.0% | 1↑ 0↓ | $0.5B | 2.2% | 1 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $-0.210 | |
| 7d ago | $-0.210 | |
| 30d ago | $-0.190 | -0.020 |
| 60d ago | $-0.190 | -0.020 |
| 90d ago | $-0.220 | +0.010 |
1 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Historical Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Mar 3, 2026 | Freedom Broker | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 2 | 5 | 2 | 0 | 0 | 78% | |
| May 1, 2026 | 2 | 5 | 2 | 0 | 0 | 78% | |
| Apr 1, 2026 | 2 | 5 | 2 | 0 | 0 | 78% | |
| Mar 1, 2026 | 2 | 5 | 2 | 0 | 0 | 78% | |
| Feb 1, 2026 | 2 | 5 | 2 | 0 | 0 | 78% | |
| Jan 1, 2026 | 2 | 5 | 2 | 0 | 0 | 78% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Apr 29, 2026
earnings_calendar
ILPT Q1 2026 Earnings Scheduled — 2026-04-29