LPL Financial LLC
Position in ILPT — Industrial Logistics Properties Trust
CIK 1403438
FORT MILL, SC
Position in ILPT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$5,276,780
+$2,025,861 QoQ
Shares Held
594,902
+3.9% QoQ
Ownership
0.891%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#13
of 158 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ILPT Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026LPL Financial LLC holds $298,743,779 across 16 REIT - Industrial names. ILPT ranks #6 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
1,389,059 | $188,175,822 | |
| 2 | PSA |
Public Storage
|
154,213 | $49,087,540 | |
| 3 | EXR |
Extra Space Storage Inc.
|
114,865 | $16,689,884 | |
| 4 | SMA |
SmartStop Self Storage REIT, Inc.
|
389,780 | $12,667,850 | |
| 5 | STAG |
STAG Industrial, Inc.
|
162,732 | $6,193,579 | |
| 6 | ILPT |
Industrial Logistics Properties Trust
This page
|
594,902 | $5,276,780 | |
| 7 | EGP |
Eastgroup Properties Inc
|
25,034 | $5,070,136 | |
| 8 | CUBE |
CubeSmart
|
108,823 | $4,327,890 |
All Filings in ILPT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,276,780 | 594,902 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,250,919 | 572,345 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $243,045 | 43,871 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $254,222 | 43,606 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $189,384 | 41,623 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $155,126 | 45,095 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $184,080 | 50,433 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $261,433 | 54,923 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $209,598 | 56,956 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $259,326 | 60,449 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $311,187 | 66,210 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $200,730 | 69,457 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $222,103 | 67,304 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $182,870 | 59,567 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $208,838 | 63,865 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $366,179 | 66,578 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,376,672 | 97,775 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,765,267 | 77,868 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,019,581 | 80,622 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,914,338 | 75,338 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,683,023 | 64,385 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,287,647 | 55,670 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,108,813 | 47,609 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $984,674 | 45,024 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,145,765 | 55,755 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,013,075 | 57,758 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||