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Legacy Wealth Management (Idaho)’s Industrial Logistics Properties Trust ILPT Stock Holding History

Legacy Wealth Management (Idaho)’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
Q2 		– Sell
-791
Closed -$4.49K – 547
2026
Q1 		$4.49K Buy
+791
New +$4.6K ﹤0.01% 637

Other funds holding ILPT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s ILPT Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Industrial Logistics Properties Trust (ILPT) in Q2 2026, closing a stake of 791 shares — an estimated $4.49K sold.

Legacy Wealth Management (Idaho) first reported a position in ILPT in Q1 2026 and held it in 1 quarter. The position peaked at $4.49K in Q1 2026. 160 funds tracked by Wall St. Rank hold ILPT as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Industrial Logistics Properties Trust position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 791 Industrial Logistics Properties Trust shares in Q2 2026, an estimated $4.49K.
  • Legacy Wealth Management (Idaho) first reported a position in Industrial Logistics Properties Trust in Q1 2026 and held it in 1 quarter.
  • Legacy Wealth Management (Idaho)'s Industrial Logistics Properties Trust position peaked at $4.49K in Q1 2026.
  • 160 funds tracked by Wall St. Rank held Industrial Logistics Properties Trust as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.