Allworth Financial LP
Position in ILPT — Industrial Logistics Properties Trust
CIK 1555170
FOLSOM, CA
Position in ILPT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,011
+$3,563 QoQ
Shares Held
565
+121.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#131
of 158 holders
Holding Since
Sep 2022
7 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, 2026Allworth Financial LP holds $38,231,175 across 17 REIT - Industrial names. ILPT ranks #15 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
230,599 | $31,239,246 | |
| 2 | PSA |
Public Storage
|
9,406 | $2,994,023 | |
| 3 | EGP |
Eastgroup Properties Inc
|
6,912 | $1,399,887 | |
| 4 | TRNO |
Terreno Realty Corp
|
10,176 | $659,099 | |
| 5 | CUBE |
CubeSmart
|
13,019 | $517,765 | |
| 6 | EXR |
Extra Space Storage Inc.
|
2,710 | $393,763 | |
| 7 | LINE |
Lineage, Inc.
|
7,290 | $315,292 | |
| 8 | IIPR |
Innovative Industrial Properties Inc
|
3,867 | $239,676 |
All Filings in ILPT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,011 | 565 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,448 | 255 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,146 | 207 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $950 | 163 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $9 | 2 | Shares | Sole | 2025-08-07 | |
| 2024-09-30 | $233 | 49 | Shares | Sole | 2024-10-23 | |
| 2022-09-30 | $346 | 63 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||