Root Financial Partners
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Root Financial Partners’s Industrial Logistics Properties Trust ILPT Stock Holding History

Root Financial Partners’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
Q3 		$1.11K Buy
+156
New +$1.31K ﹤0.01% 2904
2026
Q2 		– Sell
-51
Closed -$290 – 1746
2026
Q1 		$290 Buy
+51
New +$297 ﹤0.01% 3049

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Bank of New York Mellon
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Allspring Global Investments
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D.A. Davidson & Co
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Root Financial Partners's ILPT Position: Q3 2026 in Review

Root Financial Partners opened a new position in Industrial Logistics Properties Trust (ILPT) in Q3 2026: 156 shares worth $1.11K. The stake represents ﹤0.01% of the portfolio and ranks #2904 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ILPT as recently as Q1 2026.

Root Financial Partners first reported a position in ILPT in Q1 2026 and has held it in 2 quarters since. 55 funds tracked by Wall St. Rank hold ILPT as of Q3 2026.

  • Root Financial Partners held 156 shares of Industrial Logistics Properties Trust worth $1.11K as of Q3 2026.
  • Industrial Logistics Properties Trust was a new Root Financial Partners position in Q3 2026.
  • Industrial Logistics Properties Trust made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2904 holding.
  • Root Financial Partners first reported a position in Industrial Logistics Properties Trust in Q1 2026 and has held it in 2 quarters since.
  • 55 funds tracked by Wall St. Rank held Industrial Logistics Properties Trust as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.