Carson Wealth (CWM LLC)
ILPT

Carson Wealth (CWM LLC)’s Industrial Logistics Properties Trust ILPT Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$17.3K Buy
3,050
+656
+27% +$3.82K ﹤0.01% 4503
2025
Q4 		$13K Sell
2,394
-183
-7% -$1.01K ﹤0.01% 4415
2025
Q3 		$15K Buy
2,577
+567
+28% +$3.26K ﹤0.01% 4270
2025
Q2 		$9K Buy
2,010
+171
+9% +$566 ﹤0.01% 4357
2025
Q1 		$6K Sell
1,839
-7
-0.4% -$26 ﹤0.01% 4369
2024
Q4 		$7K Sell
1,846
-2,255
-55% -$8.7K ﹤0.01% 4051
2024
Q3 		$20K Buy
4,101
+3,744
+1,049% +$17.6K ﹤0.01% 3353
2024
Q2 		$1K Sell
357
-3,602
-91% -$13.9K ﹤0.01% 4398
2024
Q1 		$17K Buy
3,959
+3,602
+1,009% +$14.6K ﹤0.01% 3012
2023
Q4 		$2K Sell
357
-1,417
-80% -$4.6K ﹤0.01% 3811
2023
Q3 		$5K Sell
1,774
-82
-4% -$310 ﹤0.01% 3464
2023
Q2 		$6K Sell
1,856
-2,547
-58% -$5.68K ﹤0.01% 3354
2023
Q1 		$14K Sell
4,403
-2,285
-34% -$8.93K ﹤0.01% 2741
2022
Q4 		$22K Buy
6,688
+1,117
+20% +$4.65K ﹤0.01% 2295
2022
Q3 		$31K Buy
5,571
+5,090
+1,058% +$46K ﹤0.01% 1935
2022
Q2 		$7K Buy
481
+443
+1,166% +$7.27K ﹤0.01% 2802
2022
Q1 		$1K Sell
38
-175
-82% -$4K ﹤0.01% 3356
2021
Q4 		$5K Buy
+213
New +$5.38K ﹤0.01% 2729
2019
Q1 		– Sell
-18
Closed – – 3101
2018
Q4 		$0 Buy
+18
New +$384 ﹤0.01% 2171

Other funds holding ILPT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
FFL
Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 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

Carson Wealth (CWM LLC)'s ILPT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Industrial Logistics Properties Trust (ILPT) stake by 27% in Q1 2026, buying an estimated $3.82K and bringing the position to 3,050 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4503.

Carson Wealth (CWM LLC) first reported a position in ILPT in Q4 2018 and has held it in 19 quarters since. The position peaked at $31K in Q3 2022. 157 funds tracked by Wall St. Rank hold ILPT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,050 shares of Industrial Logistics Properties Trust worth $17.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 656 Industrial Logistics Properties Trust shares in Q1 2026, an estimated $3.82K.
  • Industrial Logistics Properties Trust made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4503 holding.
  • Carson Wealth (CWM LLC) first reported a position in Industrial Logistics Properties Trust in Q4 2018 and has held it in 19 quarters since.
  • Carson Wealth (CWM LLC)'s Industrial Logistics Properties Trust position peaked at $31K in Q3 2022.
  • 157 funds tracked by Wall St. Rank held Industrial Logistics Properties Trust as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.