EWA
ILPT

EverSource Wealth Advisors’s Industrial Logistics Properties Trust ILPT Stock Holding History

EverSource Wealth Advisors’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 		$33.4K Buy
3,761
+3,005
+397% +$23.3K ﹤0.01% 2061
2026
Q1 		$4.29K Buy
756
+51
+7% +$297 ﹤0.01% 3336
2025
Q4 		$3.91K Buy
705
+34
+5% +$188 ﹤0.01% 3216
2025
Q3 		$3.91K Hold
671
– – ﹤0.01% 3261
2025
Q2 		$3.05K Buy
671
+542
+420% +$1.79K ﹤0.01% 3346
2025
Q1 		$444 Buy
+129
New +$482 ﹤0.01% 3498
2024
Q2 		– Sell
-131
Closed -$461 – 3103
2024
Q1 		$461 Buy
+131
New +$532 ﹤0.01% 2744
2023
Q2 		– Sell
-643
Closed -$1.97K – 2545
2023
Q1 		$1.97K Sell
643
-894
-58% -$3.49K ﹤0.01% 1939
2022
Q4 		$5.03K Sell
1,537
-300
-16% -$1.25K ﹤0.01% 1594
2022
Q3 		$10K Buy
1,837
+1,675
+1,034% +$15.1K ﹤0.01% 1138
2022
Q2 		$2K Buy
+162
New +$2.66K ﹤0.01% 1516

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

EverSource Wealth Advisors's ILPT Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Industrial Logistics Properties Trust (ILPT) stake by 397% in Q2 2026, buying an estimated $23.3K and bringing the position to 3,761 shares worth $33.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2061.

EverSource Wealth Advisors first reported a position in ILPT in Q2 2022 and has held it in 11 quarters since. 160 funds tracked by Wall St. Rank hold ILPT as of Q2 2026.

  • EverSource Wealth Advisors held 3,761 shares of Industrial Logistics Properties Trust worth $33.4K as of Q2 2026.
  • EverSource Wealth Advisors bought 3,005 Industrial Logistics Properties Trust shares in Q2 2026, an estimated $23.3K.
  • Industrial Logistics Properties Trust made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2061 holding.
  • EverSource Wealth Advisors first reported a position in Industrial Logistics Properties Trust in Q2 2022 and has held it in 11 quarters since.
  • 160 funds tracked by Wall St. Rank held Industrial Logistics Properties Trust as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.