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
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 $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CM
CastleKnight Management New York $2.14B AUM 121.87% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $1.6B AUM 121.58% 1-Year Est. Return
FFL
Flat Footed LLC Wilson, Wyoming $300M AUM 86.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 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