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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
FFL
Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return