AF
ILPT

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

Allworth 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
2026
Q2 		$5.01K Buy
565
+310
+122% +$2.4K ﹤0.01% 4120
2026
Q1 		$1.45K Buy
255
+48
+23% +$279 ﹤0.01% 4455
2025
Q4 		$1.15K Buy
207
+44
+27% +$243 ﹤0.01% 4323
2025
Q3 		$951 Buy
163
+161
+8,050% +$927 ﹤0.01% 4270
2025
Q2 		$10 Buy
+2
New +$7 ﹤0.01% 4548
2024
Q4 		– Sell
-49
Closed -$234 – 3998
2024
Q3 		$234 Buy
+49
New +$230 ﹤0.01% 3566
2022
Q4 		– Sell
-63
Closed – – 3094
2022
Q3 		$0 Buy
+63
New +$570 ﹤0.01% 2862

Other funds holding ILPT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

Allworth Financial's ILPT Position: Q2 2026 in Review

Allworth Financial increased its Industrial Logistics Properties Trust (ILPT) stake by 122% in Q2 2026, buying an estimated $2.4K and bringing the position to 565 shares worth $5.01K. The position accounts for ﹤0.01% of the portfolio, ranked #4120.

Allworth Financial first reported a position in ILPT in Q3 2022 and has held it in 7 quarters since. 161 funds tracked by Wall St. Rank hold ILPT as of Q2 2026.

  • Allworth Financial held 565 shares of Industrial Logistics Properties Trust worth $5.01K as of Q2 2026.
  • Allworth Financial bought 310 Industrial Logistics Properties Trust shares in Q2 2026, an estimated $2.4K.
  • Industrial Logistics Properties Trust made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4120 holding.
  • Allworth Financial first reported a position in Industrial Logistics Properties Trust in Q3 2022 and has held it in 7 quarters since.
  • 161 funds tracked by Wall St. Rank held Industrial Logistics Properties Trust as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.