EverSource Wealth Advisors, LLC
Position in ILPT — Industrial Logistics Properties Trust
CIK 1710537
BIRMINGHAM, AL
Position in ILPT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$33,358
+$29,066 QoQ
Shares Held
3,761
+397.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#122
of 158 holders
Holding Since
Jun 2022
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ILPT Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $2,696,071 across 17 REIT - Industrial names. ILPT ranks #11 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
6,803 | $921,598 | |
| 2 | EGP |
Eastgroup Properties Inc
|
1,931 | $391,083 | |
| 3 | CUBE |
CubeSmart
|
6,920 | $275,204 | |
| 4 | FR |
First Industrial Realty Trust Inc
|
4,133 | $253,391 | |
| 5 | LINE |
Lineage, Inc.
|
4,462 | $192,979 | |
| 6 | PSA |
Public Storage
|
575 | $183,023 | |
| 7 | EXR |
Extra Space Storage Inc.
|
965 | $140,210 | |
| 8 | COLD |
Americold Realty Trust
|
6,423 | $100,965 |
All Filings in ILPT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,358 | 3,761 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $4,292 | 756 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $3,905 | 705 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,911 | 671 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,052 | 671 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $443 | 129 | Shares | Sole | 2025-05-13 | |
| 2024-03-31 | $561 | 131 | Shares | Sole | 2024-06-11 | |
| 2023-03-31 | $1,974 | 643 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $5,025 | 1,537 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $10,103 | 1,837 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,280 | 162 | Shares | Sole | 2022-08-01 | |
| No filing history on record for this holder in this stock. | ||||||