Steward Partners Investment Advisory
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Steward Partners Investment Advisory’s Industrial Logistics Properties Trust ILPT Stock Holding History

Steward Partners Investment Advisory’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 		$62 Hold
7
– – ﹤0.01% 4580
2026
Q1 		$40 Buy
+7
New +$41 ﹤0.01% 4367
2022
Q1 		– Sell
-7
Closed – – 3325
2021
Q4 		$0 Hold
7
– – ﹤0.01% 3248
2021
Q3 		$0 Hold
7
– – ﹤0.01% 3241
2021
Q2 		$0 Buy
+7
New +$176 ﹤0.01% 7237

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CastleKnight Management
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
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D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UMB Bank
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
Nantahala Capital Management
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

Steward Partners Investment Advisory's ILPT Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Industrial Logistics Properties Trust (ILPT) position steady in Q2 2026 at 7 shares worth $62. The position accounts for ﹤0.01% of the portfolio, ranked #4580.

Steward Partners Investment Advisory first reported a position in ILPT in Q2 2021 and has held it in 5 quarters since. 160 funds tracked by Wall St. Rank hold ILPT as of Q2 2026.

  • Steward Partners Investment Advisory held 7 shares of Industrial Logistics Properties Trust worth $62 as of Q2 2026.
  • Steward Partners Investment Advisory left its Industrial Logistics Properties Trust share count unchanged in Q2 2026.
  • Industrial Logistics Properties Trust made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4580 holding.
  • Steward Partners Investment Advisory first reported a position in Industrial Logistics Properties Trust in Q2 2021 and has held it in 5 quarters since.
  • 160 funds tracked by Wall St. Rank held Industrial Logistics Properties Trust as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.