W
ILPT

WealthStone’s Industrial Logistics Properties Trust ILPT Stock Holding History

WealthStone’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
2021
Q1 		$435K Buy
18,837
+61
+0.3% +$1.37K 0.15% 102
2020
Q4 		$437K Hold
18,776
– – 0.16% 94
2020
Q3 		$411K Buy
+18,776
New +$400K 0.19% 78

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WealthStone's ILPT Position: Q1 2021 in Review

WealthStone increased its Industrial Logistics Properties Trust (ILPT) stake by 0.32% in Q1 2021, buying an estimated $1.37K and bringing the position to 18,837 shares worth $435K. The position accounts for 0.15% of the portfolio, ranked #102.

WealthStone first reported a position in ILPT in Q3 2020 and has held it in 3 quarters since. The position peaked at $437K in Q4 2020. 205 funds tracked by Wall St. Rank hold ILPT as of Q1 2021.

  • WealthStone held 18,837 shares of Industrial Logistics Properties Trust worth $435K as of Q1 2021.
  • WealthStone bought 61 Industrial Logistics Properties Trust shares in Q1 2021, an estimated $1.37K.
  • Industrial Logistics Properties Trust made up 0.15% of WealthStone's portfolio in Q1 2021, its #102 holding.
  • WealthStone first reported a position in Industrial Logistics Properties Trust in Q3 2020 and has held it in 3 quarters since.
  • WealthStone's Industrial Logistics Properties Trust position peaked at $437K in Q4 2020.
  • 205 funds tracked by Wall St. Rank held Industrial Logistics Properties Trust as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.