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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

NIG

NFJ Investment Group Dallas, Texas $2.64B AUM 23.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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. 210 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.
210 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.