Tearsheet
ILPT Home Investment Highlights Valuation, Metrics & Events Price Chart Why The Stock Moved Return vs. Risk About ILPT Interactive Breakdown Better Bets vs. ILPT Latest Trefis Analyses Trade Ideas More From Trefis Peer Comparisons FDIC Bank Data FDA Approved Drugs Data Financials Segment Financials Price Behavior Short Interest Earnings Returns History SEC Filings Forward Guidance Insider Activity Trade Sentinel Industry Resource Links External Quote Links

Industrial Logistics Properties Trust (ILPT)

Market Price (5/30/2026): $8.97 | Market Cap: $593.6 Mil
Sector: Financials | Industry: Diversified Capital Markets

Industrial Logistics Properties Trust (ILPT)

Market Price (5/30/2026): $8.97
Market Cap: $593.6 Mil
Sector: Financials
Industry: Diversified Capital Markets

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0

Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 14%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 14%

Attractive yield
FCF Yield is 11%

Megatrend and thematic drivers
Megatrends include E-commerce Logistics & Data Centers, E-commerce & Digital Retail, and E-commerce & DTC Adoption. Themes include E-commerce Logistics REITs, Show more.

Trading close to highs
Dist 52W High is 0.0%, Dist 3Y High is 0.0%

Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 691%

Stock price has recently run up significantly
12M Rtn12 month market price return is 177%

Valuation getting more expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 60%

Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -12%

Key risks
ILPT key risks include [1] its substantial debt burden with significant interest rate exposure, Show more.

0 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 14%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 14%
1 Attractive yield
FCF Yield is 11%
2 Megatrend and thematic drivers
Megatrends include E-commerce Logistics & Data Centers, E-commerce & Digital Retail, and E-commerce & DTC Adoption. Themes include E-commerce Logistics REITs, Show more.
3 Trading close to highs
Dist 52W High is 0.0%, Dist 3Y High is 0.0%
4 Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 691%
5 Stock price has recently run up significantly
12M Rtn12 month market price return is 177%
6 Valuation getting more expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 60%
7 Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -12%
8 Key risks
ILPT key risks include [1] its substantial debt burden with significant interest rate exposure, Show more.

Valuation, Metrics & Events

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Updated on 5/21/2026
Industrial Logistics Properties Trust (ILPT) stock has gained about 70% since 1/31/2026 because of the following key factors:

1. Industrial Logistics Properties Trust (ILPT) reported robust first-quarter 2026 financial results that exceeded analyst expectations.

Normalized Funds From Operations (FFO) attributable to common shareholders increased by over 60% year-over-year to $0.33 per diluted share, surpassing the Zacks Consensus Estimate of $0.31 per share. Revenue also exceeded forecasts, reaching $116.42 million against an expectation of $114.72 million.

2. The company successfully executed a significant debt refinancing, enhancing its financial stability.

In April 2026, ILPT's consolidated joint venture priced a $1.62 billion five-year, fixed-rate, interest-only mortgage loan at a rate of 5.71%. This refinancing is expected to convert approximately $1.4 billion of floating-rate debt and $204.9 million of amortizing debt into fixed-rate, non-amortizing debt, leading to nearly $20 million in annual cash flow savings and removing consolidated company debt maturities until 2029.

Show more
Holding a concentrated position? Know your true downside before the momentum shifts.
Protect Your Wealth →

Stock Movement Drivers

Fundamental Drivers

The 68.3% change in ILPT stock from 1/31/2026 to 5/29/2026 was primarily driven by a 65.6% change in the company's P/S Multiple.
(LTM values as of)13120265292026Change
Stock Price ($)5.338.9768.3%
Change Contribution By: 
Total Revenues ($ Mil)4454531.8%
P/S Multiple0.81.365.6%
Shares Outstanding (Mil)6666-0.1%
Cumulative Contribution68.3%

LTM = Last Twelve Months as of date shown

Market Drivers

1/31/2026 to 5/29/2026
ReturnCorrelation
ILPT68.3% 
Market (SPY)9.6%37.8%
Sector (XLF)-3.0%25.3%

Fundamental Drivers

The 71.4% change in ILPT stock from 10/31/2025 to 5/29/2026 was primarily driven by a 68.7% change in the company's P/S Multiple.
(LTM values as of)103120255292026Change
Stock Price ($)5.238.9771.4%
Change Contribution By: 
Total Revenues ($ Mil)4454531.8%
P/S Multiple0.81.368.7%
Shares Outstanding (Mil)6666-0.1%
Cumulative Contribution71.4%

LTM = Last Twelve Months as of date shown

Market Drivers

10/31/2025 to 5/29/2026
ReturnCorrelation
ILPT71.4% 
Market (SPY)11.5%37.8%
Sector (XLF)-0.7%29.1%

Fundamental Drivers

The 251.7% change in ILPT stock from 4/30/2025 to 5/29/2026 was primarily driven by a 244.7% change in the company's P/S Multiple.
(LTM values as of)43020255292026Change
Stock Price ($)2.558.97251.7%
Change Contribution By: 
Total Revenues ($ Mil)4424532.6%
P/S Multiple0.41.3244.7%
Shares Outstanding (Mil)6666-0.5%
Cumulative Contribution251.7%

LTM = Last Twelve Months as of date shown

Market Drivers

4/30/2025 to 5/29/2026
ReturnCorrelation
ILPT251.7% 
Market (SPY)38.0%35.0%
Sector (XLF)7.4%34.8%

Fundamental Drivers

The 357.9% change in ILPT stock from 4/30/2023 to 5/29/2026 was primarily driven by a 337.0% change in the company's P/S Multiple.
(LTM values as of)43020235292026Change
Stock Price ($)1.968.97357.9%
Change Contribution By: 
Total Revenues ($ Mil)4274536.2%
P/S Multiple0.31.3337.0%
Shares Outstanding (Mil)6566-1.3%
Cumulative Contribution357.9%

LTM = Last Twelve Months as of date shown

Market Drivers

4/30/2023 to 5/29/2026
ReturnCorrelation
ILPT357.9% 
Market (SPY)89.0%30.5%
Sector (XLF)63.2%32.7%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
ILPT Return13%-86%46%-22%56%62%-56%
Peers Return24%-26%-6%68%-37%9%-1%
S&P 500 Return27%-19%24%23%16%10%101%

Monthly Win Rates [3]
ILPT Win Rate75%8%42%33%50%60% 
Peers Win Rate38%17%42%42%42%50% 
S&P 500 Win Rate75%42%67%75%67%60% 

Max Drawdowns [4]
ILPT Max Drawdown-23%-88%-65%-37%-38%-18% 
Peers Max Drawdown-55%-30%-67%-55%-72%-50% 
S&P 500 Max Drawdown-5%-25%-10%-8%-19%-9% 

[1] Cumulative total returns since the beginning of 2021
[2] Peers: FSP, BGDE, BTGO, NHP, CD.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 5/29/2026 (YTD)

How Low Can It Go

EventILPTS&P 500
2025 US Tariff Shock
  % Loss-35.1%-18.8%
  % Gain to Breakeven54.2%23.1%
  Time to Breakeven66 days79 days
Summer-Fall 2023 Five Percent Yield Shock
  % Loss-39.0%-9.5%
  % Gain to Breakeven63.9%10.5%
  Time to Breakeven37 days24 days
2023 SVB Regional Banking Crisis
  % Loss-60.9%-6.7%
  % Gain to Breakeven155.5%7.1%
  Time to Breakeven99 days31 days
2020 COVID-19 Crash
  % Loss-43.0%-33.7%
  % Gain to Breakeven75.3%50.9%
  Time to Breakeven176 days140 days
Q4 2018 Fed Policy Error / Growth Scare
  % Loss-13.4%-19.2%
  % Gain to Breakeven15.5%23.8%
  Time to Breakeven40 days105 days

Compare to FSP, BGDE, BTGO, NHP, CD

In The Past

Industrial Logistics Properties Trust's stock fell -35.1% during the 2025 US Tariff Shock. Such a loss loss requires a 54.2% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

EventILPTS&P 500
2025 US Tariff Shock
  % Loss-35.1%-18.8%
  % Gain to Breakeven54.2%23.1%
  Time to Breakeven66 days79 days
Summer-Fall 2023 Five Percent Yield Shock
  % Loss-39.0%-9.5%
  % Gain to Breakeven63.9%10.5%
  Time to Breakeven37 days24 days
2023 SVB Regional Banking Crisis
  % Loss-60.9%-6.7%
  % Gain to Breakeven155.5%7.1%
  Time to Breakeven99 days31 days
2020 COVID-19 Crash
  % Loss-43.0%-33.7%
  % Gain to Breakeven75.3%50.9%
  Time to Breakeven176 days140 days

Compare to FSP, BGDE, BTGO, NHP, CD

In The Past

Industrial Logistics Properties Trust's stock fell -35.1% during the 2025 US Tariff Shock. Such a loss loss requires a 54.2% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About Industrial Logistics Properties Trust (ILPT)

ILPT is a real estate investment trust, or REIT, that owns and leases industrial and logistics properties throughout the United States. ILPT is managed by the operating subsidiary of The RMR Group Inc. (Nasdaq: RMR), an alternative asset management company that is headquartered in Newton, MA.

AI Analysis | Feedback

Here are 1-3 brief analogies for Industrial Logistics Properties Trust (ILPT):

  • ILPT is like the **Simon Property Group**, but for warehouses instead of shopping malls.
  • ILPT is like a **Public Storage** for big businesses, owning giant warehouses and distribution centers instead of individual storage units.
  • ILPT is like the **Verizon** of industrial real estate, building and maintaining the physical network of warehouses and distribution centers that power e-commerce and supply chains.

AI Analysis | Feedback

  • Leasing of Industrial and Logistics Properties: ILPT provides tenants with industrial and logistics spaces through lease agreements for various business operations.

AI Analysis | Feedback

Industrial Logistics Properties Trust (ILPT) sells primarily to other companies. Its major customer is:

  • Diversified Healthcare Trust (DHR)

As of December 31, 2023, approximately 94.6% of ILPT's industrial and logistics properties, based on annualized rental income, were leased to DCI, which is owned by Diversified Healthcare Trust (DHR).

AI Analysis | Feedback

  • The RMR Group Inc. (RMR)

AI Analysis | Feedback

Here is the management team for Industrial Logistics Properties Trust (ILPT):

Yael Duffy - President and Chief Executive Officer

Ms. Duffy was appointed President and Chief Executive Officer of ILPT, effective January 1, 2026. Prior to this, she served as President of ILPT since April 2022 and Chief Operating Officer since May 2020. Ms. Duffy is also an Executive Vice President of The RMR Group (Nasdaq: RMR), responsible for overseeing asset management, leasing, and property management functions for a portfolio of office, industrial, and retail properties managed by RMR. She joined RMR in 2006 and has held various positions with the company since that time. Since January 2024, she has also been President and Chief Operating Officer of Office Properties Income Trust.

Tiffany Sy - Chief Financial Officer and Treasurer

Ms. Sy serves as the Chief Financial Officer and Treasurer of Industrial Logistics Properties Trust. She assumed this role after Brian E. Donley's tenure as CFO and Treasurer from October 2022 to September 2023.

Adam Portnoy - Managing Trustee

Mr. Portnoy is a Managing Trustee of Industrial Logistics Properties Trust. He is also the President and Chief Executive Officer of The RMR Group (Nasdaq: RMR) and Chair of RMR's Management Committee. The RMR Group manages ILPT. Prior to joining RMR in 2003, Mr. Portnoy held various positions in the finance industry and public sector, including working as a banker at Donaldson, Lufkin & Jenrette and ABN AMRO, and in private equity at the International Finance Corporation (a member of The World Bank Group) and DLJ Merchant Banking Partners. He also served as Chief Executive Officer of a telecommunications company. He serves on the Boards of several other companies managed by RMR or its affiliates, including Service Properties Trust (Nasdaq: SVC), Diversified Healthcare Trust (Nasdaq: DHC), and Office Properties Income Trust (Nasdaq: OPI).

Marc Krohn - Vice President

Mr. Krohn serves as a Vice President of Industrial Logistics Properties Trust. He participates in the company's earnings calls, discussing leasing activity and tenant retention.

AI Analysis | Feedback

Key Business Risks for Industrial Logistics Properties Trust (ILPT)

Industrial Logistics Properties Trust (ILPT) faces several key risks to its business operations and financial performance.
  1. High Leverage and Refinancing Uncertainty: ILPT is characterized by high leverage, with a significant loan backed by 104 properties maturing in October 2025. This floating-rate loan carries refinancing uncertainty, and future rate caps could be substantially more expensive upon maturity.
  2. Unstable Dividend Track Record and Unprofitability: The company has an unstable dividend track record and is currently unprofitable, with earnings forecast to decline over the next three years.
  3. Tenant Concentration: ILPT is exposed to risk from tenant concentration.

AI Analysis | Feedback

null

AI Analysis | Feedback

Industrial Logistics Properties Trust (ILPT) operates in the U.S. industrial and logistics real estate market. The addressable market for ILPT's main products and services, which involve owning and leasing industrial and logistics properties, is the entire U.S. industrial real estate market. The size of this market in the U.S. is approximately 4.7 billion square feet of total inventory, encompassing warehouses, manufacturing plants, and distribution centers.

AI Analysis | Feedback

Industrial Logistics Properties Trust (ILPT) is expected to experience future revenue growth over the next 2-3 years driven by several key factors:

  1. Mark-to-Market Rent Growth: ILPT anticipates continued revenue growth through its ability to achieve higher rental rates on new leases and renewals. The company has consistently reported double-digit rent increases when re-leasing space, with 20.5% higher rental rates in 2023 and 21.1% in the second quarter of 2025 compared to prior rates for the same space. In the fourth quarter of 2025, rent roll-ups reached 25.7% on renewed leases.

  2. Periodic Rent Resets on Hawaii Ground Leases: A significant portion of ILPT's portfolio consists of ground leases in Hawaii, which often include fixed rent increases or periodic rent resets to fair market value. These unique lease structures provide a built-in mechanism for revenue appreciation, with expectations of rent roll-ups as high as 30% in Hawaii.

  3. Robust Demand for Industrial and Logistics Real Estate: The ongoing shift towards e-commerce platforms and the trend of reshoring manufacturing facilities in the U.S. are driving strong demand for high-quality industrial and logistics properties. This favorable market environment supports ILPT's ability to maintain high occupancy rates and secure favorable lease terms.

  4. High Tenant Retention and Occupancy Rates: ILPT consistently maintains high occupancy rates across its portfolio, reaching 94.3% in the second quarter of 2025 and 94.1% in the third quarter of 2025. Coupled with strong tenant retention rates, such as 96% in the fourth quarter of 2025, this ensures a stable base of rental income and provides continuous opportunities to capture market rent growth upon lease expirations and renewals.

AI Analysis | Feedback

Capital Expenditures

  • Industrial Logistics Properties Trust's (ILPT) latest trailing twelve months (TTM) capital expenditure (CapEx) stands at $14.92 million.
  • Over the past five years, ILPT's average CapEx has been $761.84 million, with a median of $30.45 million. The highest CapEx recorded in this period was $3.7 billion on March 31, 2022, and the lowest was $5.7 million on December 31, 2024.
  • Since its inception in January 2022, ILPT has pursued targeted growth through property purchases and ground-up developments in markets with strong demand for logistics space, which indicates the primary focus of its capital expenditures.

Better Bets vs. Industrial Logistics Properties Trust (ILPT)

Latest Trefis Analyses

TitleDate
0DASHBOARDS 
1Industrial Logistics Properties Trust Earnings Notes12/16/2025
2null10/17/2025
Title
0ARTICLES

Trade Ideas

Select ideas related to ILPT.

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
EEFT_4302026_Dip_Buyer_ValueBuy04302026EEFTEuronet WorldwideDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin		0.0%0.0%0.0%
HOMB_4242026_Insider_Buying_GTE_1Mil_EBITp+DE_V204242026HOMBHome BancSharesInsiderInsider Buys | Low D/EStrong Insider Buying
Companies with strong insider buying in the last 1 month, positive operating income and reasonable debt / market cap		1.5%1.5%0.0%
HBAN_3312026_Insider_Buying_45D_2Buy_200K03312026HBANHuntington BancsharesInsiderInsider Buys 45DStrong Insider Buying
Companies with multiple insider buys in the last 45 days		7.1%7.1%0.0%
NP_3312026_Insider_Buying_45D_2Buy_200K03312026NPNeptune InsuranceInsiderInsider Buys 45DStrong Insider Buying
Companies with multiple insider buys in the last 45 days		3.9%3.9%0.0%
JKHY_3272026_Monopoly_xInd_xCD_Getting_Cheaper03272026JKHYJack Henry & AssociatesMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple		0.3%0.3%-4.0%

Recent Active Movers

More From Trefis

Research & Analysis

Invest in Strategies

Wealth Management

Peer Comparisons

Peers to compare with:

Financials

ILPTFSPBGDEBTGONHPCDMedian
NameIndustri.Franklin.Big Digi.BitGo National.Chaince . 
Mkt Price8.970.537.236.0114.458.237.73
Mkt Cap0.60.1-0.6-0.60.6
Rev LTM4531063118,1513422224
Op Inc LTM150-7-25-331-7-5
FCF LTM65-11-24-479--11
FCF 3Y Avg28-13-10--41--11
CFO LTM654-24-837-4
CFO 3Y Avg289-8--16-0

Growth & Margins

ILPTFSPBGDEBTGONHPCDMedian
NameIndustri.Franklin.Big Digi.BitGo National.Chaince . 
Rev Chg LTM2.6%-8.4%-43.4%--2.8%3,157.0%-2.8%
Rev Chg 3Y Avg2.0%-12.9%-22.9%-0.3%997.9%0.3%
Rev Chg Q4.0%-3.3%-65.1%112.6%-0.2%--0.2%
QoQ Delta Rev Chg LTM1.0%-0.8%-22.6%12.4%-0.0%44.9%0.5%
Op Inc Chg LTM6.0%5.9%-2.3%-324.1%20.8%6.0%
Op Inc Chg 3Y Avg8.5%-108.6%20.1%-153.2%-838.8%8.5%
Op Mgn LTM33.1%-6.6%-80.1%-0.0%9.1%-425.0%-3.3%
Op Mgn 3Y Avg31.8%-4.8%-72.9%-3.6%-5,966.1%-4.8%
QoQ Delta Op Mgn LTM0.2%1.0%-30.1%-0.1%3.0%300.3%0.6%
CFO/Rev LTM14.4%3.8%-76.5%-0.0%10.9%-3.8%
CFO/Rev 3Y Avg6.2%7.2%-26.0%--4.3%-0.9%
FCF/Rev LTM14.4%-10.0%-77.1%-0.3%2.6%--0.3%
FCF/Rev 3Y Avg6.2%-10.4%-28.7%--11.5%--11.0%

Valuation

ILPTFSPBGDEBTGONHPCDMedian
NameIndustri.Franklin.Big Digi.BitGo National.Chaince . 
Mkt Cap0.60.1-0.6-0.60.6
P/S1.30.5-0.0-370.80.9
P/Op Inc4.0-7.8--197.4--87.2-47.5
P/EBIT4.1-7.8--12.6--87.2-10.2
P/E-11.0-1.7--11.9--72.6-11.4
P/CFO9.113.5--76.6--9.1
Total Yield-7.3%-52.6%--8.4%--1.4%-7.9%
Dividend Yield1.8%7.5%-0.0%-0.0%0.9%
FCF Yield 3Y Avg8.1%-9.4%-----0.7%
D/E7.14.6-0.9-0.02.7
Net D/E6.94.2-0.5--0.12.3

Returns

ILPTFSPBGDEBTGONHPCDMedian
NameIndustri.Franklin.Big Digi.BitGo National.Chaince . 
1M Rtn19.4%-16.4%60.7%-38.0%9.5%61.1%14.5%
3M Rtn53.1%-35.9%60.7%-38.9%20.4%40.2%30.3%
6M Rtn63.4%-48.7%60.7%-67.5%20.4%-14.6%2.9%
12M Rtn176.7%-70.2%60.7%-67.5%20.4%161.3%40.5%
3Y Rtn412.6%-62.3%60.7%-67.5%20.4%226.6%40.5%
1M Excs Rtn13.2%-22.7%54.4%-44.3%3.2%54.8%8.2%
3M Excs Rtn42.9%-46.1%50.5%-49.1%10.2%30.0%20.1%
6M Excs Rtn53.1%-57.7%48.6%-79.5%8.4%-27.4%-9.5%
12M Excs Rtn151.4%-99.5%31.9%-96.2%-8.3%101.2%11.8%
3Y Excs Rtn308.4%-148.8%-22.2%-150.3%-62.4%262.0%-42.3%

Comparison Analyses

null

Financials

Segment Financials

Revenue by Segment
$ Mil20252024202320222021
Ownership and leasing of properties that include industrial and logistics buildings and leased442437388220255
Total442437388220255


Price Behavior

Price Behavior
Market Price$8.97 
Market Cap ($ Bil)0.6 
First Trading Date01/12/2018 
Distance from 52W High0.0% 
   50 Days200 Days
DMA Price$6.98$6.02
DMA Trendupup
Distance from DMA28.5%49.1%
 3M1YR
Volatility51.0%54.9%
Downside Capture108.9373.91
Upside Capture226.72171.97
Correlation (SPY)41.1%30.2%
ILPT Betas & Captures as of 4/30/2026

 1M2M3M6M1Y3Y
Beta1.271.421.211.271.621.21
Up Beta0.130.040.391.071.760.95
Down Beta-1.471.621.351.551.681.20
Up Capture271%282%252%191%319%412%
Bmk +ve Days15223166141428
Stock +ve Days12233667136365
Down Capture469%134%74%87%100%106%
Bmk -ve Days4183056108321
Stock -ve Days10202754107358

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return		Annualized
Volatility		Sharpe
Ratio		Correlation
with ILPT
ILPT181.2%54.8%2.06-
Sector ETF (XLF)3.5%14.4%0.0229.6%
Equity (SPY)30.3%11.8%1.9429.7%
Gold (GLD)37.5%26.7%1.17-0.4%
Commodities (DBC)39.6%18.8%1.63-10.9%
Real Estate (VNQ)12.5%13.1%0.6433.9%
Bitcoin (BTCUSD)-31.8%41.6%-0.8118.8%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
Annualized
Return		Annualized
Volatility		Sharpe
Ratio		Correlation
with ILPT
ILPT-16.8%57.0%-0.10-
Sector ETF (XLF)8.4%18.6%0.3435.3%
Equity (SPY)14.3%17.0%0.6635.2%
Gold (GLD)18.8%18.0%0.856.4%
Commodities (DBC)10.2%19.4%0.413.7%
Real Estate (VNQ)3.4%18.8%0.0852.1%
Bitcoin (BTCUSD)14.6%54.6%0.4615.2%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
Annualized
Return		Annualized
Volatility		Sharpe
Ratio		Correlation
with ILPT
ILPT-6.2%48.6%0.02-
Sector ETF (XLF)12.8%22.1%0.5340.0%
Equity (SPY)15.9%17.9%0.7640.8%
Gold (GLD)13.3%16.0%0.696.2%
Commodities (DBC)7.3%17.9%0.3310.8%
Real Estate (VNQ)5.7%20.7%0.2455.0%
Bitcoin (BTCUSD)67.0%66.9%1.0613.9%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date5152026
Short Interest: Shares Quantity0.7 Mil
Short Interest: % Change Since 4302026-19.0%
Average Daily Volume0.4 Mil
Days-to-Cover Short Interest1.8 days
Basic Shares Quantity66.2 Mil
Short % of Basic Shares1.0%

Earnings Returns History

Updated 5/30/2026
Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
4/29/2026-1.1%4.7%19.4%
2/18/20264.0%7.4%10.1%
10/28/2025-9.3%-9.1%-4.8%
7/29/2025-2.4%11.8%9.1%
4/29/20250.0%9.9%27.1%
2/18/2025-2.5%-2.5%-9.6%
10/29/2024-7.1%-7.4%-1.8%
7/30/2024-0.2%-7.2%-1.6%
...
SUMMARY STATS   
# Positive141314
# Negative111211
Median Positive2.7%4.1%9.4%
Median Negative-3.4%-5.9%-9.6%
Max Positive16.1%17.9%31.9%
Max Negative-9.3%-15.2%-24.1%

SEC Filings

Expand for More
Report DateFiling DateFiling
03/31/202604/29/202610-Q
12/31/202502/18/202610-K
09/30/202510/28/202510-Q
06/30/202507/29/202510-Q
03/31/202504/29/202510-Q
12/31/202402/19/202510-K
09/30/202410/29/202410-Q
06/30/202407/30/202410-Q
03/31/202404/30/202410-Q
12/31/202302/20/202410-K
09/30/202310/25/202310-Q
06/30/202307/25/202310-Q
03/31/202304/25/202310-Q
12/31/202202/14/202310-K
09/30/202210/25/202210-Q
06/30/202207/26/202210-Q

Insider Activity

Updated 5/27/2026
Expand for More
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value		Value of
Held Shares		Form
1Phelan, Kevin CTrustBuy52720268.872,00017,73666,508Form
2Phelan, Kevin CTrustBuy80120255.435,00027,13184,106Form
3Morea, JosephDirectBuy60220253.3120,00066,228371,509Form

Industry Resources

External Quote Links


Prefer one of these to Trefis? Tell us why.
Core Cache Last Updated: 5/29/2026