Jones Financial Companies
ILPT

Jones Financial Companies’s Industrial Logistics Properties Trust ILPT Stock Holding History

Jones Financial Companies’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 		$494 Buy
+87
New +$506 ﹤0.01% 4488
2025
Q2 		– Sell
-294
Closed -$1.03K – 4098
2025
Q1 		$1.03K Buy
+294
New +$1.1K ﹤0.01% 3396

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

Jones Financial Companies's ILPT Position: Q1 2026 in Review

Jones Financial Companies opened a new position in Industrial Logistics Properties Trust (ILPT) in Q1 2026: 87 shares worth $494. The stake represents ﹤0.01% of the portfolio and ranks #4488 among its holdings. This is a return to the name: Jones Financial Companies previously reported a position in ILPT as recently as Q1 2025.

Jones Financial Companies first reported a position in ILPT in Q1 2025 and has held it in 2 quarters since. The position peaked at $1.03K in Q1 2025. 157 funds tracked by Wall St. Rank hold ILPT as of Q1 2026.

  • Jones Financial Companies held 87 shares of Industrial Logistics Properties Trust worth $494 as of Q1 2026.
  • Industrial Logistics Properties Trust was a new Jones Financial Companies position in Q1 2026.
  • Industrial Logistics Properties Trust made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #4488 holding.
  • Jones Financial Companies first reported a position in Industrial Logistics Properties Trust in Q1 2025 and has held it in 2 quarters since.
  • Jones Financial Companies's Industrial Logistics Properties Trust position peaked at $1.03K in Q1 2025.
  • 157 funds tracked by Wall St. Rank held Industrial Logistics Properties Trust as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.