SEC 13F Intelligence

Householder Group Estate & Retirement Specialist, LLC / ILPT

Householder Group Estate & Retirement Specialist, LLC’s Industrial Logistics Pptys T Position

Does Householder Group Estate & Retirement Specialist, LLC own Industrial Logistics Pptys T (ILPT)? Yes — 530.3K shares worth $2M (+1.45% of its 13F portfolio) as of Q4 2024, down from 537.7K shares the prior filed quarter.

Position Value
$2M
Q4 2024
Shares
530.3K
% of Portfolio
+1.45%
Quarters Held
10
currently held

Position History ILPT

Reported value by quarter
Q1 ’22: $5MQ1 ’22Q2 ’22: $3MQ3 ’22: $1MQ3 ’22Q1 ’23: $1MQ3 ’23: $1MQ3 ’23Q4 ’23: $2MQ1 ’24: $2MQ1 ’24Q2 ’24: $2MQ3 ’24: $3MQ3 ’24Q4 ’24: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 2024530.3K$2M+1.45%
Q3 2024537.7K$3M+0.75%
Q2 2024537.2K$2M+0.55%
Q1 2024533.9K$2M+0.68%
Q4 2023525.7K$2M+0.81%
Q3 2023489.9K$1M+0.51%
Q1 2023415.5K$1M+0.49%
Q3 2022238.1K$1M+0.54%
Q2 2022236.3K$3M+1.49%
Q1 2022222.7K$5M+2.03%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Householder Group Estate & Retirement Specialist, LLC’s full portfolio or all institutional holders of ILPT.