Institutional Ownership Industrial Logistics Properties Trust (ILPT)
This table provides information about the institutional ownership of Industrial Logistics Properties Trust (ILPT). We have compiled data on the 150 institutions that hold shares in the stock, with a total of 31.5 Million shares, which have been reported (via 13F filing form) to have a value of $103 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
692
shares
|
$2,387
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
536
shares
|
$1,849
0.0% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
492
shares
|
$1,697
0.0% of portfolio
|
Q1 2025
Reduced 44.78%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
468
shares
|
$1,614
0.0% of portfolio
|
Q2 2024
Reduced 53.98%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
364
shares
|
$1,255
0.0% of portfolio
|
Q4 2023
Added 25.09%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
309
shares
|
$1,066
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
297
shares
|
$1,024
0.0% of portfolio
|
Q2 2021
Reduced 11.08%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
274
shares
|
$945
0.0% of portfolio
|
Q3 2019
Reduced 99.64%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
218
shares
|
$752
0.0% of portfolio
|
Q1 2025
Added 48.3%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
193
shares
|
$665
0.0% of portfolio
|
Q1 2025
Added 175.71%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
178
shares
|
$614
0.0% of portfolio
|
Q1 2022
Added 256.0%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
146
shares
|
$503
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
145
shares
|
$500
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
129
shares
|
$445
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
126
shares
|
$434
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
116
shares
|
$400
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
115
shares
|
$396
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
105
shares
|
$362
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
97
shares
|
$334
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
19
shares
|
$65
0.0% of portfolio
|
Q4 2024
Reduced 38.71%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
15
shares
|
$51
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
May 14, 2025 Q1 2025 |
1
shares
|
$3
0.0% of portfolio
|
Q1 2022
Reduced 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|