PWPS
ILPT

Pinnacle Wealth Planning Services’s Industrial Logistics Properties Trust ILPT Stock Holding History

Pinnacle Wealth Planning Services’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
2023
Q1 		– Sell
-14,663
Closed -$47.9K – 490
2022
Q4 		$47.9K Buy
14,663
+1,044
+8% +$4.35K 0.01% 434
2022
Q3 		$75K Buy
+13,619
New +$123K 0.01% 381
2021
Q1 		– Sell
-64
Closed -$2K – 1110
2020
Q4 		$2K Buy
+64
New +$1.4K ﹤0.01% 1937

Other funds holding ILPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FFL
Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Pinnacle Wealth Planning Services's ILPT Position: Q1 2023 in Review

Pinnacle Wealth Planning Services sold out of Industrial Logistics Properties Trust (ILPT) in Q1 2023, closing a stake of 14,663 shares — an estimated $47.9K sold.

Pinnacle Wealth Planning Services first reported a position in ILPT in Q4 2020 and held it in 3 quarters. The position peaked at $75K in Q3 2022. 168 funds tracked by Wall St. Rank hold ILPT as of Q1 2023.

  • Pinnacle Wealth Planning Services reported no remaining Industrial Logistics Properties Trust position as of Q1 2023 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 14,663 Industrial Logistics Properties Trust shares in Q1 2023, an estimated $47.9K.
  • Pinnacle Wealth Planning Services first reported a position in Industrial Logistics Properties Trust in Q4 2020 and held it in 3 quarters.
  • Pinnacle Wealth Planning Services's Industrial Logistics Properties Trust position peaked at $75K in Q3 2022.
  • 168 funds tracked by Wall St. Rank held Industrial Logistics Properties Trust as of Q1 2023.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2023, filed 3 May 2023.