SFA
ILPT

Sequoia Financial Advisors’s Industrial Logistics Properties Trust ILPT Stock Holding History

Sequoia Financial Advisors’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 		$341K Buy
38,432
+7,538
+24% +$58.4K ﹤0.01% 1583
2026
Q1 		$175K Hold
30,894
– – ﹤0.01% 1808
2025
Q4 		$171K Buy
30,894
+340
+1% +$1.88K ﹤0.01% 1836
2025
Q3 		$178K Buy
30,554
+66
+0.2% +$380 ﹤0.01% 1644
2025
Q2 		$139K Hold
30,488
– – ﹤0.01% 1512
2025
Q1 		$105K Hold
30,488
– – ﹤0.01% 1321
2024
Q4 		$111K Sell
30,488
-355
-1% -$1.37K ﹤0.01% 1278
2024
Q3 		$147K Hold
30,843
– – ﹤0.01% 1197
2024
Q2 		$114K Sell
30,843
-459
-1% -$1.77K ﹤0.01% 1153
2024
Q1 		$134K Buy
31,302
+925
+3% +$3.76K ﹤0.01% 1093
2023
Q4 		$143K Sell
30,377
-2,181
-7% -$7.08K ﹤0.01% 1138
2023
Q3 		$94.1K Buy
32,558
+2,181
+7% +$8.25K ﹤0.01% 922
2023
Q2 		$100K Buy
30,377
+1,857
+7% +$4.14K ﹤0.01% 921
2023
Q1 		$87.6K Sell
28,520
-2,948
-9% -$11.5K ﹤0.01% 809
2022
Q4 		$103K Buy
+31,468
New +$131K ﹤0.01% 771

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

Sequoia Financial Advisors's ILPT Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Industrial Logistics Properties Trust (ILPT) stake by 24% in Q2 2026, buying an estimated $58.4K and bringing the position to 38,432 shares worth $341K. The position accounts for ﹤0.01% of the portfolio, ranked #1583.

Sequoia Financial Advisors first reported a position in ILPT in Q4 2022 and has held it in 15 quarters since. 161 funds tracked by Wall St. Rank hold ILPT as of Q2 2026.

  • Sequoia Financial Advisors held 38,432 shares of Industrial Logistics Properties Trust worth $341K as of Q2 2026.
  • Sequoia Financial Advisors bought 7,538 Industrial Logistics Properties Trust shares in Q2 2026, an estimated $58.4K.
  • Industrial Logistics Properties Trust made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1583 holding.
  • Sequoia Financial Advisors first reported a position in Industrial Logistics Properties Trust in Q4 2022 and has held it in 15 quarters since.
  • 161 funds tracked by Wall St. Rank held Industrial Logistics Properties Trust as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.