ILPT
Industrial Logistics Properties TrustPrice
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- R Apr 29 ILPT reported Q1 2026 Normalized FFO of $0.33/share, beating the $0.…
- B May 22 1 insider buy $17.7K at $8.87
Signal stack
Where each data set points today.
- InsidersBULLISH
1 insider bought $17.7K at an average $8.87. No open-market sales. Price is 20% below their cost.
- InstitutionsBULLISH
Q2 2026: 22 added (0 new), 10 trimmed or exited.
- EstimatesRISING
Current-quarter EPS estimate −$0.190 → −$0.140 over 90 days. 1 up, 0 down in 30 days.
- TrendDOWNTREND
8% below its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | DOUBLED | $25.8M |
| MORGAN STANLEY | ADD | $5.3M |
| RENAISSANCE TECHNOLOGIES LLC | ADD | $5.2M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | $4.8M |
| UBS Group AG | ADD | $2.8M |
| Nuveen, LLC | ADD | $1.3M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | ADD | $1.1M |
| SEI INVESTMENTS CO | DOUBLED | $955.6K |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
last action Mar 2026Price is below the lowest target. Median implies +56%.Targets as of Oct 27, 2026.
| Date | Firm | Rating |
|---|---|---|
| Mar 3, 2026 | Freedom Broker MAINTAIN | Buy |
| Aug 5, 2024 | B. Riley Securities MAINTAIN | Buy |
| Jul 3, 2024 | JMP Securities REITERATE | Market Perform |
| Feb 21, 2023 | B. Riley Securities MAINTAIN | Buy |
| Sep 30, 2022 | B. Riley Securities MAINTAIN | Buy |
| Jul 25, 2022 | RBC Capital MAINTAIN | Sector Perform |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Sep 17, 2026 | Duffy Yael President and CEO | TAX W/H | $126.1K |
| Sep 17, 2026 | Sy Tiffany R CFO and Treasurer | TAX W/H | $13.9K |
| Sep 17, 2026 | PORTNOY ADAM D. Director | TAX W/H | $77.9K |
| Sep 10, 2026 | PORTNOY ADAM D. Director | AWARD | 39,164 sh |
| Sep 10, 2026 | Duffy Yael President and CEO | AWARD | 39,164 sh |
| Jun 9, 2026 | Poptodorova Elena Director | AWARD | 12,514 sh |
| Jun 9, 2026 | Poptodorova Elena Director | TAX W/H | $16.5K |
| Jun 9, 2026 | Duffy Yael President and CEO | AWARD | 12,514 sh |
Earnings setup
Estimates| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | -$0.14 | -$0.17–-$0.11 | +26.3% | $117.5M |
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Oct 15, 2026SecBot reports
5 filings · 1 bullish · 0 bearish · 4 neutral- NEUTRAL 3Jun 10, 2026
Elena Poptodorova filed a Form 3 initial statement of beneficial ownership with Industrial…
This is a routine initial ownership filing for a new insider with no reported holdings. No trading signal. Monitor future Form 4 filings for any open-market purchases or sales that could indicate…
- NEUTRAL 8-KJun 10, 2026
ILPT filed an 8-K reporting the election of Elena B. Poptodorova as an independent trustee and the…
No trading signal from this filing. The board expansion and trustee election are standard corporate governance. Monitor the next quarterly report for any operational updates on the industrial…
- BULLISH 8-KApr 29, 2026
ILPT reported Q1 2026 Normalized FFO of $0.33/share, beating the $0.31 consensus by 6.5%…
The FFO beat and positive operational momentum (leasing spreads +26.3%, occupancy 94.6%) support upside. Monitor the May 8 refinancing close and any updates on leasing the vacant Indianapolis and…
- NEUTRAL DEFA14AMar 25, 2026
Industrial Logistics Properties Trust (ILPT) filed a supplemental proxy statement to correct an…
No action required for shareholders — previously submitted votes remain valid. Investors may review updated ESG metrics for long-term risk assessment, particularly regarding climate exposure and…
All ILPT filing & press-release reports (5)
- 3 reportJun 10, 2026
- 8-K reportJun 10, 2026
- 8-K reportApr 29, 2026
- DEFA14A reportMar 25, 2026
- DEFA14A reportMar 18, 2026