AWM
ILPT

Accurate Wealth Management’s Industrial Logistics Properties Trust ILPT Stock Holding History

Accurate Wealth Management’s Portfolio ILPT Stock Details ILPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-106
Closed -$423 – 804
2022
Q4 		$423 Buy
+106
New +$441 ﹤0.01% 1501

Other funds holding ILPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FFL
Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Accurate Wealth Management's ILPT Position: Q1 2023 in Review

Accurate Wealth Management sold out of Industrial Logistics Properties Trust (ILPT) in Q1 2023, closing a stake of 106 shares — an estimated $423 sold.

Accurate Wealth Management first reported a position in ILPT in Q4 2022 and held it in 1 quarter. The position peaked at $423 in Q4 2022. 168 funds tracked by Wall St. Rank hold ILPT as of Q1 2023.

  • Accurate Wealth Management reported no remaining Industrial Logistics Properties Trust position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 106 Industrial Logistics Properties Trust shares in Q1 2023, an estimated $423.
  • Accurate Wealth Management first reported a position in Industrial Logistics Properties Trust in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Industrial Logistics Properties Trust position peaked at $423 in Q4 2022.
  • 168 funds tracked by Wall St. Rank held Industrial Logistics Properties Trust as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.