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
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 $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