AF
ILPT

Advisornet Financial’s Industrial Logistics Properties Trust ILPT Stock Holding History

Advisornet Financial’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
2024
Q1 		– Sell
-136
Closed -$639 – 2268
2023
Q4 		$639 Hold
136
– – ﹤0.01% 2026
2023
Q3 		$393 Hold
136
– – ﹤0.01% 2033
2023
Q2 		$449 Hold
136
– – ﹤0.01% 2078
2023
Q1 		$418 Hold
136
– – ﹤0.01% 2111
2022
Q4 		$445 Hold
136
– – ﹤0.01% 2061
2022
Q3 		$1K Sell
136
-64
-32% -$579 ﹤0.01% 1775
2022
Q2 		$3K Hold
200
– – ﹤0.01% 1618
2022
Q1 		$5K Hold
200
– – ﹤0.01% 1614
2021
Q4 		$5K Hold
200
– – ﹤0.01% 1650
2021
Q3 		$5K Hold
200
– – ﹤0.01% 1617
2021
Q2 		$5K Hold
200
– – ﹤0.01% 1566
2021
Q1 		$5K Sell
200
-77
-28% -$1.73K ﹤0.01% 1511
2020
Q4 		$6K Hold
277
– – ﹤0.01% 1408
2020
Q3 		$6K Sell
277
-2,667
-91% -$56.8K ﹤0.01% 1384
2020
Q2 		$60K Hold
2,944
– – ﹤0.01% 805
2020
Q1 		$52K Hold
2,944
– – ﹤0.01% 780
2019
Q4 		$66K Sell
2,944
-774
-21% -$16.6K 0.01% 799
2019
Q3 		$79K Buy
3,718
+774
+26% +$16.5K 0.01% 745
2019
Q2 		$61K Sell
2,944
-725
-20% -$14.4K 0.01% 750
2019
Q1 		$74K Buy
3,669
+450
+14% +$9.27K 0.01% 634
2018
Q4 		$63K Buy
+3,219
New +$68.7K 0.01% 623

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
HB
HTLF Bank Denver, Colorado $885M AUM 17.75% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Advisornet Financial's ILPT Position: Q1 2024 in Review

Advisornet Financial sold out of Industrial Logistics Properties Trust (ILPT) in Q1 2024, closing a stake of 136 shares — an estimated $639 sold.

Advisornet Financial first reported a position in ILPT in Q4 2018 and held it in 21 quarters. The position peaked at $79K in Q3 2019. 146 funds tracked by Wall St. Rank hold ILPT as of Q1 2024.

  • Advisornet Financial reported no remaining Industrial Logistics Properties Trust position as of Q1 2024 after selling out during the quarter.
  • Advisornet Financial sold 136 Industrial Logistics Properties Trust shares in Q1 2024, an estimated $639.
  • Advisornet Financial first reported a position in Industrial Logistics Properties Trust in Q4 2018 and held it in 21 quarters.
  • Advisornet Financial's Industrial Logistics Properties Trust position peaked at $79K in Q3 2019.
  • 146 funds tracked by Wall St. Rank held Industrial Logistics Properties Trust as of Q1 2024.

Based on Advisornet Financial's 13F filing for Q1 2024, filed 12 Apr 2024.