Retirement Planning Company of New England’s Industrial Logistics Properties Trust ILPT Stock Holding History

Retirement Planning Company of New England’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	$97.5K	Buy	10,988 +716	+7%	+$5.54K	0.04%	260
2026 Q1	$58.3K	Buy	10,272 +121	+1%	+$704	0.02%	247
2025 Q4	$56.2K	Buy	+10,151	New	+$56.1K	0.02%	245
2024 Q2	–	Sell	-10,141	Closed	-$43.5K	–	215
2024 Q1	$43.5K	Sell	10,141 -771	-7%	-$3.13K	0.02%	220
2023 Q4	$51.3K	Buy	10,912 +390	+4%	+$1.26K	0.02%	228
2023 Q3	$30.4K	Sell	10,522 -2,405	-19%	-$9.1K	0.02%	203
2023 Q2	$42.7K	Sell	12,927 -521	-4%	-$1.16K	0.02%	223
2023 Q1	$41.3K	Sell	13,448 -1,601	-11%	-$6.26K	0.03%	220
2022 Q4	$49.2K	Sell	15,049 -11,484	-43%	-$47.8K	0.03%	213
2022 Q3	$145K	Buy	26,533 +7,446	+39%	+$67.3K	0.1%	196
2022 Q2	$268K	Buy	19,087 +6,881	+56%	+$113K	0.18%	160
2022 Q1	$276K	Buy	12,206 +9,249	+313%	+$211K	0.16%	177
2021 Q4	$74K	Buy	+2,957	New	+$74.7K	0.04%	348

Other funds holding ILPT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Retirement Planning Company of New England's ILPT Position: Q2 2026 in Review

Retirement Planning Company of New England increased its Industrial Logistics Properties Trust (ILPT) stake by 7% in Q2 2026, buying an estimated $5.54K and bringing the position to 10,988 shares worth $97.5K. The position accounts for 0.04% of the portfolio, ranked #260.

Retirement Planning Company of New England first reported a position in ILPT in Q4 2021 and has held it in 13 quarters since. The position peaked at $276K in Q1 2022. 83 funds tracked by Wall St. Rank hold ILPT as of Q2 2026.

Retirement Planning Company of New England held 10,988 shares of Industrial Logistics Properties Trust worth $97.5K as of Q2 2026.
Retirement Planning Company of New England bought 716 Industrial Logistics Properties Trust shares in Q2 2026, an estimated $5.54K.
Industrial Logistics Properties Trust made up 0.04% of Retirement Planning Company of New England's portfolio in Q2 2026, its #260 holding.
Retirement Planning Company of New England first reported a position in Industrial Logistics Properties Trust in Q4 2021 and has held it in 13 quarters since.
Retirement Planning Company of New England's Industrial Logistics Properties Trust position peaked at $276K in Q1 2022.
83 funds tracked by Wall St. Rank held Industrial Logistics Properties Trust as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.