Bank of Montreal
ILPT

Bank of Montreal’s Industrial Logistics Properties Trust ILPT Stock Holding History

Bank of Montreal’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
2019
Q2 		– Sell
-20,900
Closed -$422K – 4971
2019
Q1 		$422K Sell
20,900
-10,700
-34% -$220K ﹤0.01% 2377
2018
Q4 		$622K Buy
+31,600
New +$675K ﹤0.01% 2078

Other funds holding ILPT

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Vanguard Group
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FFL
Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Bank of Montreal's ILPT Position: Q4 2022 in Review

Bank of Montreal sold out of Industrial Logistics Properties Trust (ILPT) in Q4 2022, closing a stake of 39,483 shares — an estimated $270 sold.

Bank of Montreal first reported a position in ILPT in Q2 2018 and held it in 17 quarters. The position peaked at $948K in Q2 2021. 191 funds tracked by Wall St. Rank hold ILPT as of Q4 2022.

  • Bank of Montreal reported no remaining Industrial Logistics Properties Trust position as of Q4 2022 after selling out during the quarter.
  • Bank of Montreal sold 39,483 Industrial Logistics Properties Trust shares in Q4 2022, an estimated $270.
  • Bank of Montreal first reported a position in Industrial Logistics Properties Trust in Q2 2018 and held it in 17 quarters.
  • Bank of Montreal's Industrial Logistics Properties Trust position peaked at $948K in Q2 2021.
  • 191 funds tracked by Wall St. Rank held Industrial Logistics Properties Trust as of Q4 2022.

Based on Bank of Montreal's 13F filing for Q4 2022, filed 1 Feb 2023.