Integrated Wealth Concepts LLC
Position in ILPT — Industrial Logistics Properties Trust
CIK 1737109
WALTHAM, MA
Position in ILPT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$14,023
-$238,407 QoQ
Shares Held
1,581
-85.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#126
of 158 holders
Holding Since
Dec 2021
3 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, 2026Integrated Wealth Concepts LLC holds $9,140,797 across 17 REIT - Industrial names. ILPT ranks #16 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
20,302 | $2,750,311 | |
| 2 | PSA |
Public Storage
|
6,359 | $2,024,133 | |
| 3 | STAG |
STAG Industrial, Inc.
|
26,746 | $1,017,952 | |
| 4 | CUBE |
CubeSmart
|
22,409 | $891,205 | |
| 5 | LINE |
Lineage, Inc.
|
15,039 | $650,436 | |
| 6 | EXR |
Extra Space Storage Inc.
|
2,735 | $397,395 | |
| 7 | COLD |
Americold Realty Trust
|
21,735 | $341,674 | |
| 8 | FR |
First Industrial Realty Trust Inc
|
4,710 | $288,770 |
All Filings in ILPT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,023 | 1,581 | Shares | Sole | 2026-08-12 | |
| 2022-03-31 | $252,430 | 11,135 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $209,217 | 8,352 | Shares | Other | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||