MYIA
ILPT

Mount Yale Investment Advisors’s Industrial Logistics Properties Trust ILPT Stock Holding History

Mount Yale Investment Advisors’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
2021
Q4 		– Sell
-7,878
Closed -$200K – 478
2021
Q3 		$200K Sell
7,878
-28
-0.4% -$748 0.02% 447
2021
Q2 		$207K Buy
+7,906
New +$199K 0.03% 407

Other funds holding ILPT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mount Yale Investment Advisors's ILPT Position: Q4 2021 in Review

Mount Yale Investment Advisors sold out of Industrial Logistics Properties Trust (ILPT) in Q4 2021, closing a stake of 7,878 shares — an estimated $200K sold.

Mount Yale Investment Advisors first reported a position in ILPT in Q2 2021 and held it in 2 quarters. The position peaked at $207K in Q2 2021. 225 funds tracked by Wall St. Rank hold ILPT as of Q4 2021.

  • Mount Yale Investment Advisors reported no remaining Industrial Logistics Properties Trust position as of Q4 2021 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 7,878 Industrial Logistics Properties Trust shares in Q4 2021, an estimated $200K.
  • Mount Yale Investment Advisors first reported a position in Industrial Logistics Properties Trust in Q2 2021 and held it in 2 quarters.
  • Mount Yale Investment Advisors's Industrial Logistics Properties Trust position peaked at $207K in Q2 2021.
  • 225 funds tracked by Wall St. Rank held Industrial Logistics Properties Trust as of Q4 2021.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2021, filed 2 Feb 2022.