PWMG
ILPT

Private Wealth Management Group’s Industrial Logistics Properties Trust ILPT Stock Holding History

Private Wealth Management Group’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 		$4.15K Hold
468
– – ﹤0.01% 920
2026
Q1 		$2.66K Hold
468
– – ﹤0.01% 986
2025
Q4 		$2.59K Hold
468
– – ﹤0.01% 996
2025
Q3 		$2.73K Hold
468
– – ﹤0.01% 1009
2025
Q2 		$2.13K Hold
468
– – ﹤0.01% 1065
2025
Q1 		$1.61K Hold
468
– – ﹤0.01% 1125
2024
Q4 		$1.71K Hold
468
– – ﹤0.01% 1135
2024
Q3 		$2.23K Hold
468
– – ﹤0.01% 1018
2024
Q2 		$1.72K Sell
468
-549
-54% -$2.12K ﹤0.01% 1103
2024
Q1 		$4.36K Hold
1,017
– – ﹤0.01% 666
2023
Q4 		$4.78K Buy
+1,017
New +$3.3K ﹤0.01% 646

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 $3.37T AUM 44.26% 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

Private Wealth Management Group's ILPT Position: Q2 2026 in Review

Private Wealth Management Group held its Industrial Logistics Properties Trust (ILPT) position steady in Q2 2026 at 468 shares worth $4.15K. The position accounts for ﹤0.01% of the portfolio, ranked #920.

Private Wealth Management Group first reported a position in ILPT in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.78K in Q4 2023. 161 funds tracked by Wall St. Rank hold ILPT as of Q2 2026.

  • Private Wealth Management Group held 468 shares of Industrial Logistics Properties Trust worth $4.15K as of Q2 2026.
  • Private Wealth Management Group left its Industrial Logistics Properties Trust share count unchanged in Q2 2026.
  • Industrial Logistics Properties Trust made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #920 holding.
  • Private Wealth Management Group first reported a position in Industrial Logistics Properties Trust in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Industrial Logistics Properties Trust position peaked at $4.78K in Q4 2023.
  • 161 funds tracked by Wall St. Rank held Industrial Logistics Properties Trust as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.