Sutton Wealth Advisors’s Industrial Logistics Properties Trust ILPT Stock Holding History

Sutton Wealth 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
2023 Q1	–	Sell	-6,348	Closed	-$20.8K	–	1163
2022 Q4	$20.8K	Buy	6,348 +1,535	+32%	+$6.39K	0.01%	682
2022 Q3	$26.5K	Buy	4,813 +1,748	+57%	+$15.8K	0.01%	566
2022 Q2	$43.2K	Buy	3,065 +2,457	+404%	+$40.3K	0.02%	418
2022 Q1	$13.8K	Sell	608 -16	-3%	-$365	﹤0.01%	841
2021 Q4	$15.6K	Buy	624 +16	+3%	+$404	0.01%	791
2021 Q3	$15.4K	Hold	608	–	–	0.01%	774
2021 Q2	$15.9K	Hold	608	–	–	0.01%	771
2021 Q1	$14.1K	Hold	608	–	–	0.01%	781
2020 Q4	$14.2K	Hold	608	–	–	0.01%	707
2020 Q3	$13.3K	Hold	608	–	–	0.01%	658
2020 Q2	$12.5K	Buy	608 +360	+145%	+$6.61K	0.01%	652
2020 Q1	$4.35K	Sell	248 -595	-71%	-$12.5K	﹤0.01%	861
2019 Q4	$18.9K	Buy	+843	New	+$18.1K	0.01%	620

Other funds holding ILPT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FFL

Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Sutton Wealth Advisors's ILPT Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Industrial Logistics Properties Trust (ILPT) in Q1 2023, closing a stake of 6,348 shares — an estimated $20.8K sold.

Sutton Wealth Advisors first reported a position in ILPT in Q4 2019 and held it in 13 quarters. The position peaked at $43.2K in Q2 2022. 168 funds tracked by Wall St. Rank hold ILPT as of Q1 2023.

Sutton Wealth Advisors reported no remaining Industrial Logistics Properties Trust position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 6,348 Industrial Logistics Properties Trust shares in Q1 2023, an estimated $20.8K.
Sutton Wealth Advisors first reported a position in Industrial Logistics Properties Trust in Q4 2019 and held it in 13 quarters.
Sutton Wealth Advisors's Industrial Logistics Properties Trust position peaked at $43.2K in Q2 2022.
168 funds tracked by Wall St. Rank held Industrial Logistics Properties Trust as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.