SWP
ILPT

Strategic Wealth Partners’s Industrial Logistics Properties Trust ILPT Stock Holding History

Strategic Wealth 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
Q2 		$683 Hold
77
– – ﹤0.01% 1309
2026
Q1 		$437 Sell
77
-237
-75% -$1.38K ﹤0.01% 1331
2025
Q4 		$1.74K Hold
314
– – ﹤0.01% 1224
2025
Q3 		$1.83K Hold
314
– – ﹤0.01% 1173
2025
Q2 		$1.43K Buy
+314
New +$1.04K ﹤0.01% 1024
2019
Q2 		– Sell
-182
Closed -$4K – 776
2019
Q1 		$4K Buy
+182
New +$3.75K ﹤0.01% 674

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

Strategic Wealth Partners's ILPT Position: Q2 2026 in Review

Strategic Wealth Partners held its Industrial Logistics Properties Trust (ILPT) position steady in Q2 2026 at 77 shares worth $683. The position accounts for ﹤0.01% of the portfolio, ranked #1309.

Strategic Wealth Partners first reported a position in ILPT in Q1 2019 and has held it in 6 quarters since. The position peaked at $4K in Q1 2019. 161 funds tracked by Wall St. Rank hold ILPT as of Q2 2026.

  • Strategic Wealth Partners held 77 shares of Industrial Logistics Properties Trust worth $683 as of Q2 2026.
  • Strategic Wealth Partners left its Industrial Logistics Properties Trust share count unchanged in Q2 2026.
  • Industrial Logistics Properties Trust made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1309 holding.
  • Strategic Wealth Partners first reported a position in Industrial Logistics Properties Trust in Q1 2019 and has held it in 6 quarters since.
  • Strategic Wealth Partners's Industrial Logistics Properties Trust position peaked at $4K in Q1 2019.
  • 161 funds tracked by Wall St. Rank held Industrial Logistics Properties Trust as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.