Householder Group Estate & Retirement Specialist’s Industrial Logistics Properties Trust ILPT Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	$1.94M	Sell	530,284 -7,406	-1%	-$28.6K	1.45%	14
2024 Q3	$2.56M	Buy	537,690 +499	+0.1%	+$2.35K	0.75%	27
2024 Q2	$1.98M	Buy	537,191 +3,272	+0.6%	+$12.6K	0.55%	33
2024 Q1	$2.29M	Buy	533,919 +8,222	+2%	+$33.4K	0.68%	31
2023 Q4	$2.47M	Buy	525,697 +35,755	+7%	+$116K	0.81%	26
2023 Q3	$1.42M	Buy	+489,942	New	+$1.85M	0.51%	41
2023 Q1	$1.28M	Buy	+415,514	New	+$1.62M	0.49%	46
2022 Q4	–	Sell	-238,059	Closed	-$1.31M	–	691
2022 Q3	$1.31M	Buy	238,059 +1,754	+0.7%	+$15.9K	0.54%	40
2022 Q2	$3.33M	Buy	236,305 +13,650	+6%	+$224K	1.49%	13
2022 Q1	$5.05M	Buy	222,655 +17,266	+8%	+$394K	2.03%	7
2021 Q4	$5.14M	Buy	+205,389	New	+$5.19M	1.92%	9

Other funds holding ILPT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HTLF Bank Denver, Colorado $885M AUM 17.75% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

USPCM

Union Square Park Capital Management New York $176M AUM 51.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's ILPT Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Industrial Logistics Properties Trust (ILPT) stake by 1.4% in Q4 2024, selling an estimated $28.6K and leaving 530,284 shares worth $1.94M. The position accounts for 1.45% of the portfolio, ranked #14.

Householder Group Estate & Retirement Specialist first reported a position in ILPT in Q4 2021 and has held it in 11 quarters since. The position peaked at $5.14M in Q4 2021. 143 funds tracked by Wall St. Rank hold ILPT as of Q4 2024.

Householder Group Estate & Retirement Specialist held 530,284 shares of Industrial Logistics Properties Trust worth $1.94M as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 7,406 Industrial Logistics Properties Trust shares in Q4 2024, an estimated $28.6K.
Industrial Logistics Properties Trust made up 1.45% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #14 holding.
Householder Group Estate & Retirement Specialist first reported a position in Industrial Logistics Properties Trust in Q4 2021 and has held it in 11 quarters since.
Householder Group Estate & Retirement Specialist's Industrial Logistics Properties Trust position peaked at $5.14M in Q4 2021.
143 funds tracked by Wall St. Rank held Industrial Logistics Properties Trust as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.