BFWM
ILPT

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

Bright Futures 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
2024
Q4 		– Sell
-19,265
Closed -$70.3K – 176
2024
Q3 		$70.3K Sell
19,265
-94
-0.5% -$442 0.03% 221
2024
Q2 		$95.8K Hold
19,359
– – 0.05% 206
2024
Q1 		$68.9K Buy
+19,359
New +$78.6K 0.04% 204

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
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HB
HTLF Bank Denver, Colorado $885M AUM 17.75% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
USPCM
Union Square Park Capital Management New York $176M AUM 51.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bright Futures Wealth Management's ILPT Position: Q4 2024 in Review

Bright Futures Wealth Management sold out of Industrial Logistics Properties Trust (ILPT) in Q4 2024, closing a stake of 19,265 shares — an estimated $70.3K sold.

Bright Futures Wealth Management first reported a position in ILPT in Q1 2024 and held it in 3 quarters. The position peaked at $95.8K in Q2 2024. 143 funds tracked by Wall St. Rank hold ILPT as of Q4 2024.

  • Bright Futures Wealth Management reported no remaining Industrial Logistics Properties Trust position as of Q4 2024 after selling out during the quarter.
  • Bright Futures Wealth Management sold 19,265 Industrial Logistics Properties Trust shares in Q4 2024, an estimated $70.3K.
  • Bright Futures Wealth Management first reported a position in Industrial Logistics Properties Trust in Q1 2024 and held it in 3 quarters.
  • Bright Futures Wealth Management's Industrial Logistics Properties Trust position peaked at $95.8K in Q2 2024.
  • 143 funds tracked by Wall St. Rank held Industrial Logistics Properties Trust as of Q4 2024.

Based on Bright Futures Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.