Kovitz Investment Group Partners
ILPT

Kovitz Investment Group Partners’s Industrial Logistics Properties Trust ILPT Stock Holding History

Kovitz Investment Group Partners’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
2019
Q4 		– Sell
-10,976
Closed -$233K – 374
2019
Q3 		$233K Sell
10,976
-4,000
-27% -$85.2K 0.01% 346
2019
Q2 		$312K Sell
14,976
-48,862
-77% -$971K 0.01% 326
2019
Q1 		$1.29M Buy
+63,838
New +$1.31M 0.04% 248

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State Street
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Northern Trust
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CIM
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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kovitz Investment Group Partners's ILPT Position: Q4 2019 in Review

Kovitz Investment Group Partners sold out of Industrial Logistics Properties Trust (ILPT) in Q4 2019, closing a stake of 10,976 shares — an estimated $233K sold.

Kovitz Investment Group Partners first reported a position in ILPT in Q1 2019 and held it in 3 quarters. The position peaked at $1.29M in Q1 2019. 210 funds tracked by Wall St. Rank hold ILPT as of Q4 2019.

  • Kovitz Investment Group Partners reported no remaining Industrial Logistics Properties Trust position as of Q4 2019 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 10,976 Industrial Logistics Properties Trust shares in Q4 2019, an estimated $233K.
  • Kovitz Investment Group Partners first reported a position in Industrial Logistics Properties Trust in Q1 2019 and held it in 3 quarters.
  • Kovitz Investment Group Partners's Industrial Logistics Properties Trust position peaked at $1.29M in Q1 2019.
  • 210 funds tracked by Wall St. Rank held Industrial Logistics Properties Trust as of Q4 2019.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2019, filed 13 Feb 2020.