ILPT — Industrial Logistics Properties Trust

Founder-Led

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

About Industrial Logistics Properties Trust

Industrial Logistics Properties Trust is a real estate investment trust focused on owning and leasing high quality industrial and logistics properties. As of March 31, 2026, ILPT's portfolio consisted of 409 properties containing approximately 59.6 million rentable square feet located in 39 states. Approximately 77% of ILPT's annualized rental revenues as of March 31, 2026, are derived from investment grade tenants, tenants that are subsidiaries … Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$8.69
Market Cap$565M
Float56.2M
Shares Outstanding66.7M
P/E (Forward)17.42
Price/Sales (TTM)1.25
vs. Analyst Target+11.0% to analyst PT
Profit Margin-11.93%
Operating Margin (TTM)34.40%
Revenue (TTM)$453M
Earnings Growth (YoY)56.50%
Dividend Rate0.2%
Analyst Target Price$9.65 (3 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $255M $82.1M $200M $177M
2021 $220M $120M $190M $165M
2022 $388M -$227M $338M $147M
2023 $437M -$108M $377M $317M
2024 $442M -$95.7M $380M $322M
2025 $449M -$66.2M $56.7M $328M

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Jun 2025 $112M -$21.3M
Sep 2025 $111M -$21.6M
Dec 2025 $114M -$1.8M
Mar 2026 $116M -$9.4M

Ownership & Float

Insider Ownership17.1%
Institutional Ownership53.1%
Short Float1.4%
% of All Funds Holding1.74%
Number of Funds Holding143

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$7.15Near-term / short-term trend
Weekly40-Week SMA$6.10Medium-term trend
Weekly80-Week SMA$5.02Cyclical trend (business cycle)
Weekly200-Week SMA$4.44Secular trend (multi-year)
Monthly10-Month SMA$6.13Near-term monthly trend
Monthly20-Month SMA$4.98Medium-term monthly trend
Monthly40-Month SMA$4.34Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$5.70 support 1.03x 0 months ago
$7.50 support 1.00x 0 months ago
$4.60 support 1.55x 9 months ago
$3.30 support 1.41x 10 months ago
$2.70 support 1.05x 11 months ago

Historical Earnings Reactions (34 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap 0.10% 0.00% 47.06% 5.11% -5.67%
1 Day 0.30% 0.13% 50.00% 16.10% -9.31%
1 Week -0.03% 0.83% 55.88% 20.52% -15.50%
2 Weeks -1.07% 0.00% 47.06% 23.66% -25.67%
1 Month -1.59% -0.37% 48.48% 38.86% -27.20%

Next earnings: July 18, 2026 (50 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan2.3%50.0%8
Feb-3.1%22.2%9
Mar-4.0%44.4%9
Apr-6.6%44.4%9
May1.9%62.5%8
Jun17.5%75.0%8
Jul8.6%87.5%8
Aug-1.6%62.5%8
Sep-9.2%12.5%8
Oct-8.9%12.5%8
Nov3.6%62.5%8
Dec3.8%50.0%8

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday 0.10% 47.7% 394
Tuesday 0.15% 50.9% 434
Wednesday -0.13% 44.8% 429
Thursday -0.08% 49.3% 422
Friday -0.03% 47.4% 422

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 53.1%

Insider Transactions — Smart Summary

Total insider ownership: 17.1%

Founder-led management: Adam David Portnoy (Managing Trustee)

12-Month Insider Activity Summary

Total Filings3
Net Value+N/A
Net Shares Change27,000
% of Float0.0%
C-Suite Filings0
Clusters Detected0

Key Insiders

NameTitleNet ValueFilingsActivity
Morea Joseph +$66,228 1 1 buy
PHELAN KEVIN C +$44,866.6 2 2 buy

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-05-27 PHELAN KEVIN C +$17,735.6 Transaction at $8.87, now -2.0%
2025-06-02 Morea Joseph +$66,228 Transaction at $3.31, now +162.4%
2025-08-01 PHELAN KEVIN C +$27,131 Transaction at $5.43, now +60.1%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Industrial Logistics Properties Trust (ILPT) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for ILPT on Trend Edge →