Creative Planning
Position in ILPT — Industrial Logistics Properties Trust
CIK 1540235
OVERLAND PARK, KS
Position in ILPT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$344,519
+$128,963 QoQ
Shares Held
38,841
+2.3% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#68
of 158 holders
Holding Since
Sep 2022
5 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, 2026Creative Planning holds $164,482,152 across 16 REIT - Industrial names. ILPT ranks #14 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
505,797 | $68,520,319 | |
| 2 | EGP |
Eastgroup Properties Inc
|
102,168 | $20,692,084 | |
| 3 | EXR |
Extra Space Storage Inc.
|
106,441 | $15,465,877 | |
| 4 | CUBE |
CubeSmart
|
335,484 | $13,342,198 | |
| 5 | REXR |
Rexford Industrial Realty, Inc.
|
397,262 | $13,308,276 | |
| 6 | PSA |
Public Storage
|
30,471 | $9,699,223 | |
| 7 | FR |
First Industrial Realty Trust Inc
|
111,635 | $6,844,341 | |
| 8 | LINE |
Lineage, Inc.
|
121,162 | $5,240,256 |
All Filings in ILPT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $344,519 | 38,841 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $215,556 | 37,950 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $294,750 | 53,204 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $256,379 | 43,976 | Shares | Sole | 2025-11-14 | |
| 2022-09-30 | $56,842 | 10,335 | Shares | Sole | 2022-11-03 | |
| No filing history on record for this holder in this stock. | ||||||