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Industrial Logistics pfds, reits shares owned by Surevest

Quarter-by-quarter ownership of Industrial Logistics pfds, reits (ILPT) shares owned by Surevest from 13F filings

Historical chart of Surevest investment in Industrial Logistics pfds, reits

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Quarterly reported holdings in Industrial Logistics pfds, reits by Surevest

Quarter filed Position value Share count Share price at filing
2022-09-30 $778k 142k 5.50
2022-06-30 $1.8M 126k 14.08
2022-03-31 $2.8M 125k 22.67
2021-12-31 $3.8M 153k 25.05
2021-09-30 $4.1M 163k 25.41
2021-06-30 $3.9M 151k 26.14
2021-03-31 $1.8M 77k 23.14
2020-12-31 $1.8M 76k 23.30
2020-09-30 $1.4M 64k 21.87

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Top funds holding Industrial Logistics pfds, reits

BlackRock
Vanguard Group
D. E. Shaw & Co
Geode Capital Management
CastleKnight Management
Charles Schwab Investment Management
LSV Asset Management
HTLF Bank
Nantahala Capital Management
State Street Corporation
Union Square Park Capital Management
Dimensional Fund Advisors
Frigate Ventures
Northern Trust
Householder Group Estate & Retirement Specialist

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