Ownership history in MACQUARIE GROUP LTD Β· 28 quarters on record
This page tracks every 13F SEC filing in which MACQUARIE GROUP LTD reported a position in INDUSTRIAL LOGISTICS PPTYS T (ILPT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π MACQUARIE GROUP LTD outperformed the S&P 500 by +18.0% annually on this ILPT position. Timing score: 60% (9/15 decisions correct). Average cost basis: $16.67. Maximum drawdown during holding period: β88.1%.
π₯ Exceptional β beat the S&P 500 by 18.0% per year on this position.
10 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
9 of 15 add/trim decisions correct
Best entry: $4.12 (2024 Q1) Β· Worst: $23.29 (2021 Q2)
πͺ Held through 2 major drawdowns (>20%).
7 adds Β· 8 trims. Bought during 2 of 13 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size