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

Evolution 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
2022
Q2 		– Sell
-133,441
Closed -$3.02M – 125
2022
Q1 		$3.02M Buy
133,441
+9,670
+8% +$221K 0.62% 31
2021
Q4 		$3.1M Buy
123,771
+10,323
+9% +$261K 0.47% 32
2021
Q3 		$2.88M Buy
113,448
+5,924
+6% +$158K 0.62% 30
2021
Q2 		$2.81M Buy
+107,524
New +$2.7M 0.57% 37

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BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Evolution Wealth Advisors's ILPT Position: Q2 2022 in Review

Evolution Wealth Advisors sold out of Industrial Logistics Properties Trust (ILPT) in Q2 2022, closing a stake of 133,441 shares — an estimated $3.02M sold.

Evolution Wealth Advisors first reported a position in ILPT in Q2 2021 and held it in 4 quarters. The position peaked at $3.1M in Q4 2021. 210 funds tracked by Wall St. Rank hold ILPT as of Q2 2022.

  • Evolution Wealth Advisors reported no remaining Industrial Logistics Properties Trust position as of Q2 2022 after selling out during the quarter.
  • Evolution Wealth Advisors sold 133,441 Industrial Logistics Properties Trust shares in Q2 2022, an estimated $3.02M.
  • Evolution Wealth Advisors first reported a position in Industrial Logistics Properties Trust in Q2 2021 and held it in 4 quarters.
  • Evolution Wealth Advisors's Industrial Logistics Properties Trust position peaked at $3.1M in Q4 2021.
  • 210 funds tracked by Wall St. Rank held Industrial Logistics Properties Trust as of Q2 2022.

Based on Evolution Wealth Advisors's 13F filing for Q2 2022, filed 2 Aug 2022.