Independent Financial Group’s Industrial Logistics Properties Trust ILPT Stock Holding History

Independent Financial Group’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	-9,011	Closed	-$204K	–	762
2022 Q1	$204K	Buy	9,011 +91	+1%	+$2.08K	0.02%	727
2021 Q4	$223K	Sell	8,920 -150	-2%	-$3.79K	0.02%	693
2021 Q3	$230K	Sell	9,070 -1,758	-16%	-$46.9K	0.02%	624
2021 Q2	$283K	Sell	10,828 -301	-3%	-$7.57K	0.03%	546
2021 Q1	$257K	Buy	11,129 +752	+7%	+$16.9K	0.03%	512
2020 Q4	$242K	Sell	10,377 -72	-0.7%	-$1.57K	0.04%	478
2020 Q3	$229K	Sell	10,449 -502	-5%	-$10.7K	0.04%	414
2020 Q2	$225K	Hold	10,951	–	–	0.05%	387
2020 Q1	$192K	Buy	+10,951	New	+$230K	0.06%	342

Other funds holding ILPT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Independent Financial Group's ILPT Position: Q2 2022 in Review

Independent Financial Group sold out of Industrial Logistics Properties Trust (ILPT) in Q2 2022, closing a stake of 9,011 shares — an estimated $204K sold.

Independent Financial Group first reported a position in ILPT in Q1 2020 and held it in 9 quarters. The position peaked at $283K in Q2 2021. 211 funds tracked by Wall St. Rank hold ILPT as of Q2 2022.

Independent Financial Group reported no remaining Industrial Logistics Properties Trust position as of Q2 2022 after selling out during the quarter.
Independent Financial Group sold 9,011 Industrial Logistics Properties Trust shares in Q2 2022, an estimated $204K.
Independent Financial Group first reported a position in Industrial Logistics Properties Trust in Q1 2020 and held it in 9 quarters.
Independent Financial Group's Industrial Logistics Properties Trust position peaked at $283K in Q2 2021.
211 funds tracked by Wall St. Rank held Industrial Logistics Properties Trust as of Q2 2022.

Based on Independent Financial Group's 13F filing for Q2 2022, filed 12 Jun 2026.