BRWM
ILPT

B. Riley Wealth Management’s Industrial Logistics Properties Trust ILPT Stock Holding History

B. Riley 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
Q2 		$830 Buy
58,950
+16,408
+39% +$269K ﹤0.01% 328
2022
Q1 		$964K Buy
42,542
+10,855
+34% +$248K 0.07% 217
2021
Q4 		$794K Buy
+31,687
New +$801K 0.06% 264

Other funds holding ILPT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

B. Riley Wealth Management's ILPT Position: Q2 2022 in Review

B. Riley Wealth Management increased its Industrial Logistics Properties Trust (ILPT) stake by 39% in Q2 2022, buying an estimated $269K and bringing the position to 58,950 shares worth $830. The position accounts for ﹤0.01% of the portfolio, ranked #328.

B. Riley Wealth Management first reported a position in ILPT in Q4 2021 and has held it in 3 quarters since. The position peaked at $964K in Q1 2022. 211 funds tracked by Wall St. Rank hold ILPT as of Q2 2022.

  • B. Riley Wealth Management held 58,950 shares of Industrial Logistics Properties Trust worth $830 as of Q2 2022.
  • B. Riley Wealth Management bought 16,408 Industrial Logistics Properties Trust shares in Q2 2022, an estimated $269K.
  • Industrial Logistics Properties Trust made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #328 holding.
  • B. Riley Wealth Management first reported a position in Industrial Logistics Properties Trust in Q4 2021 and has held it in 3 quarters since.
  • B. Riley Wealth Management's Industrial Logistics Properties Trust position peaked at $964K in Q1 2022.
  • 211 funds tracked by Wall St. Rank held Industrial Logistics Properties Trust as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.