Creative Planning
ILPT

Creative Planning’s Industrial Logistics Properties Trust ILPT Stock Holding History

Creative Planning’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
Q2 		$345K Buy
38,841
+891
+2% +$6.9K ﹤0.01% 3468
2026
Q1 		$216K Sell
37,950
-15,254
-29% -$88.8K ﹤0.01% 3678
2025
Q4 		$295K Buy
53,204
+9,228
+21% +$51K ﹤0.01% 3252
2025
Q3 		$256K Buy
+43,976
New +$253K ﹤0.01% 3275
2022
Q4 		– Sell
-10,335
Closed -$57K – 2545
2022
Q3 		$57K Buy
+10,335
New +$93.4K ﹤0.01% 2113

Other funds holding ILPT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

Creative Planning's ILPT Position: Q2 2026 in Review

Creative Planning increased its Industrial Logistics Properties Trust (ILPT) stake by 2.3% in Q2 2026, buying an estimated $6.9K and bringing the position to 38,841 shares worth $345K. The position accounts for ﹤0.01% of the portfolio, ranked #3468.

Creative Planning first reported a position in ILPT in Q3 2022 and has held it in 5 quarters since. 161 funds tracked by Wall St. Rank hold ILPT as of Q2 2026.

  • Creative Planning held 38,841 shares of Industrial Logistics Properties Trust worth $345K as of Q2 2026.
  • Creative Planning bought 891 Industrial Logistics Properties Trust shares in Q2 2026, an estimated $6.9K.
  • Industrial Logistics Properties Trust made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3468 holding.
  • Creative Planning first reported a position in Industrial Logistics Properties Trust in Q3 2022 and has held it in 5 quarters since.
  • 161 funds tracked by Wall St. Rank held Industrial Logistics Properties Trust as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.