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

Avior 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
2022
Q3 		– Sell
-800
Closed -$11K – 1217
2022
Q2 		$11K Hold
800
– – ﹤0.01% 754
2022
Q1 		$18K Hold
800
– – ﹤0.01% 734
2021
Q4 		$20K Buy
800
+746
+1,381% +$18.9K ﹤0.01% 705
2021
Q3 		$1K Hold
54
– – ﹤0.01% 999
2021
Q2 		$1K Buy
+54
New +$1.36K ﹤0.01% 970
2020
Q2 		– Sell
-600
Closed -$10K – 945
2020
Q1 		$10K Buy
+600
New +$12.6K ﹤0.01% 573

Other funds holding ILPT

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
NIG
NFJ Investment Group Dallas, Texas $2.96B AUM 49.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Avior Wealth Management's ILPT Position: Q3 2022 in Review

Avior Wealth Management sold out of Industrial Logistics Properties Trust (ILPT) in Q3 2022, closing a stake of 800 shares — an estimated $11K sold.

Avior Wealth Management first reported a position in ILPT in Q1 2020 and held it in 6 quarters. The position peaked at $20K in Q4 2021. 209 funds tracked by Wall St. Rank hold ILPT as of Q3 2022.

  • Avior Wealth Management reported no remaining Industrial Logistics Properties Trust position as of Q3 2022 after selling out during the quarter.
  • Avior Wealth Management sold 800 Industrial Logistics Properties Trust shares in Q3 2022, an estimated $11K.
  • Avior Wealth Management first reported a position in Industrial Logistics Properties Trust in Q1 2020 and held it in 6 quarters.
  • Avior Wealth Management's Industrial Logistics Properties Trust position peaked at $20K in Q4 2021.
  • 209 funds tracked by Wall St. Rank held Industrial Logistics Properties Trust as of Q3 2022.

Based on Avior Wealth Management's 13F filing for Q3 2022, filed 26 Oct 2022.