TWA
ILPT

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

TCI 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
2022
Q4 		– Sell
-104
Closed -$1K – 2577
2022
Q3 		$1K Sell
104
-1,122
-92% -$10.1K ﹤0.01% 2097
2022
Q2 		$17K Buy
1,226
+949
+343% +$15.6K ﹤0.01% 704
2022
Q1 		$6K Buy
+277
New +$6.32K ﹤0.01% 1424
2021
Q4 		– Sell
-221
Closed -$6K – 2398
2021
Q3 		$6K Buy
+221
New +$5.9K ﹤0.01% 1465
2019
Q3 		– Sell
-570
Closed -$12K – 1552
2019
Q2 		$12K Hold
570
– – 0.01% 583
2019
Q1 		$11K Hold
570
– – ﹤0.01% 613
2018
Q4 		$11K Buy
+570
New +$12.2K 0.01% 601

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
FFL
Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

TCI Wealth Advisors's ILPT Position: Q4 2022 in Review

TCI Wealth Advisors sold out of Industrial Logistics Properties Trust (ILPT) in Q4 2022, closing a stake of 104 shares — an estimated $1K sold.

TCI Wealth Advisors first reported a position in ILPT in Q4 2018 and held it in 7 quarters. The position peaked at $17K in Q2 2022. 191 funds tracked by Wall St. Rank hold ILPT as of Q4 2022.

  • TCI Wealth Advisors reported no remaining Industrial Logistics Properties Trust position as of Q4 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 104 Industrial Logistics Properties Trust shares in Q4 2022, an estimated $1K.
  • TCI Wealth Advisors first reported a position in Industrial Logistics Properties Trust in Q4 2018 and held it in 7 quarters.
  • TCI Wealth Advisors's Industrial Logistics Properties Trust position peaked at $17K in Q2 2022.
  • 191 funds tracked by Wall St. Rank held Industrial Logistics Properties Trust as of Q4 2022.

Based on TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.