Savvy Advisors, Inc. ILPT — INDUSTRIAL LOGISTICS PPTYS T

Ownership history in Savvy Advisors, Inc.  ·  5 quarters on record

AI Ownership Summary

Savvy Advisors, Inc. reported INDUSTRIAL LOGISTICS PPTYS T (ILPT) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 0.01% in 2025 Q2. The latest visible filing shows ILPT at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ILPT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Savvy Advisors, Inc.'s position in INDUSTRIAL LOGISTICS PPTYS T, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

ILPT was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ILPT stock page Savvy Advisors, Inc. fund profile Savvy Advisors, Inc. full holdings
How Savvy Advisors, Inc. held ILPT — position size vs. price
% of Fund (quarterly)    ILPT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 22,700 — 0% 0.00% $201K 2026-08-03 $8.75
2026 Q1 REDUCED — — — 22,700 -700 -3.0% 0.00% $129K 2026-05-11 $7.64
2025 Q4 REDUCED 11.4% +3.3% ❌ 23,400 -3,000 -11.4% 0.00% $130K 2026-01-20 $5.51
2025 Q3 REDUCED 11.1% -4.8% ✅ 26,400 -3,300 -11.1% 0.01% $154K 2025-11-06 $5.25
2025 Q2 INITIATED — — — 29,700 — — 0.01% $135K 2025-08-04 $5.77

🏢 Other funds also holding ILPT

As of 2026 Q2 — sorted by position size

GSA CAPITAL PARTNERS LLP 3Y 7Y 0.13% Register Financial Advisors LLC 3Y 0.11% CALDWELL SUTTER CAPITAL, INC. 3Y 0.04% Retirement Planning Co of New England, Inc. 3Y 0.04% LSV ASSET MANAGEMENT 3Y 7Y 0.02% EWA, LLC 3Y 0.02% SILVER OAK SECURITIES, INCORPORATED 3Y 0.01% D.A. DAVIDSON & CO. 3Y 7Y 0.01% Owl Creek Wealth Partners LLC 0.0% Russell Investments Group, Ltd. 3Y 7Y 0.0%

FAQ About Savvy Advisors, Inc. and ILPT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Savvy Advisors, Inc. reported owning ILPT?

Savvy Advisors, Inc. reported ILPT across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported ILPT position in Savvy Advisors, Inc.'s portfolio?

The largest reported portfolio weight for ILPT was 0.01% in 2025 Q2.

What is the latest reported ILPT position on this page?

The most recent filing on this page is 2026 Q2, when Savvy Advisors, Inc. reported 22,700 shares, equal to 0.00% of portfolio, with an estimated market value of $201K.

What does the chart on this ILPT ownership page compare?

The chart compares Savvy Advisors, Inc.'s quarterly ILPT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Savvy Advisors, Inc. time their ILPT position?

Based on 13F filing dates vs. subsequent ILPT price moves, Savvy Advisors, Inc. correctly timed 0 out of 4 reported position changes (0%). The annualised alpha on ILPT relative to SPY over the holding period was +25.0%.

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