SWM
ILPT

Spire Wealth Management’s Industrial Logistics Properties Trust ILPT Stock Holding History

Spire Wealth Management’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
2022
Q1 		– Sell
-100
Closed -$3K – 2687
2021
Q4 		$3K Buy
+100
New +$2.53K ﹤0.01% 2698
2021
Q2 		– Sell
-100
Closed -$2K – 2762
2021
Q1 		$2K Buy
+100
New +$2.24K ﹤0.01% 2851

Other funds holding ILPT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Spire Wealth Management's ILPT Position: Q1 2022 in Review

Spire Wealth Management sold out of Industrial Logistics Properties Trust (ILPT) in Q1 2022, closing a stake of 100 shares — an estimated $3K sold.

Spire Wealth Management first reported a position in ILPT in Q1 2021 and held it in 2 quarters. The position peaked at $3K in Q4 2021. 237 funds tracked by Wall St. Rank hold ILPT as of Q1 2022.

  • Spire Wealth Management reported no remaining Industrial Logistics Properties Trust position as of Q1 2022 after selling out during the quarter.
  • Spire Wealth Management sold 100 Industrial Logistics Properties Trust shares in Q1 2022, an estimated $3K.
  • Spire Wealth Management first reported a position in Industrial Logistics Properties Trust in Q1 2021 and held it in 2 quarters.
  • Spire Wealth Management's Industrial Logistics Properties Trust position peaked at $3K in Q4 2021.
  • 237 funds tracked by Wall St. Rank held Industrial Logistics Properties Trust as of Q1 2022.

Based on Spire Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.