HPWM
ILPT

Highland Private Wealth Management’s Industrial Logistics Properties Trust ILPT Stock Holding History

Highland Private Wealth Management’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
2020
Q2 		– Sell
-14,592
Closed -$256K – 138
2020
Q1 		$256K Sell
14,592
-2,870
-16% -$60.3K 0.07% 95
2019
Q4 		$391K Hold
17,462
– – 0.09% 78
2019
Q3 		$371K Buy
+17,462
New +$372K 0.1% 69

Other funds holding ILPT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Highland Private Wealth Management's ILPT Position: Q2 2020 in Review

Highland Private Wealth Management sold out of Industrial Logistics Properties Trust (ILPT) in Q2 2020, closing a stake of 14,592 shares — an estimated $256K sold.

Highland Private Wealth Management first reported a position in ILPT in Q3 2019 and held it in 3 quarters. The position peaked at $391K in Q4 2019. 187 funds tracked by Wall St. Rank hold ILPT as of Q2 2020.

  • Highland Private Wealth Management reported no remaining Industrial Logistics Properties Trust position as of Q2 2020 after selling out during the quarter.
  • Highland Private Wealth Management sold 14,592 Industrial Logistics Properties Trust shares in Q2 2020, an estimated $256K.
  • Highland Private Wealth Management first reported a position in Industrial Logistics Properties Trust in Q3 2019 and held it in 3 quarters.
  • Highland Private Wealth Management's Industrial Logistics Properties Trust position peaked at $391K in Q4 2019.
  • 187 funds tracked by Wall St. Rank held Industrial Logistics Properties Trust as of Q2 2020.

Based on Highland Private Wealth Management's 13F filing for Q2 2020, filed 21 Jul 2020.