AG
LPT

Advisor Group’s Liberty Property Trust LPT Stock Holding History

Advisor Group’s Portfolio LPT Stock Details LPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$1.27M Buy
21,227
+5,057
+31% +$290K 0.01% 1054
2019
Q3 		$831K Buy
16,170
+975
+6% +$50.2K 0.01% 1266
2019
Q2 		$760K Sell
15,195
-484
-3% -$23.7K 0.01% 1316
2019
Q1 		$759K Buy
15,679
+1,237
+9% +$57.6K 0.01% 1295
2018
Q4 		$604K Buy
14,442
+4,565
+46% +$197K 0.01% 1270
2018
Q3 		$417K Buy
9,877
+6,427
+186% +$279K ﹤0.01% 1602
2018
Q2 		$153K Buy
3,450
+630
+22% +$26.7K ﹤0.01% 2180
2018
Q1 		$111K Sell
2,820
-378
-12% -$15.2K ﹤0.01% 2484
2017
Q4 		$137K Buy
3,198
+284
+10% +$12.3K ﹤0.01% 2315
2017
Q3 		$120K Buy
2,914
+329
+13% +$13.7K ﹤0.01% 2260
2017
Q2 		$105K Buy
2,585
+98
+4% +$4.03K ﹤0.01% 2272
2017
Q1 		$96K Buy
2,487
+582
+31% +$22.7K ﹤0.01% 2187
2016
Q4 		$75K Sell
1,905
-379
-17% -$14.8K ﹤0.01% 2274
2016
Q3 		$93K Buy
2,284
+697
+44% +$28.2K ﹤0.01% 2061
2016
Q2 		$61K Buy
+1,587
New +$57.7K ﹤0.01% 2275

Other funds holding LPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Advisor Group's LPT Position: Q4 2019 in Review

Advisor Group increased its Liberty Property Trust (LPT) stake by 31% in Q4 2019, buying an estimated $290K and bringing the position to 21,227 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #1054.

Advisor Group first reported a position in LPT in Q2 2016 and has held it in 15 quarters since. 415 funds tracked by Wall St. Rank hold LPT as of Q4 2019.

  • Advisor Group held 21,227 shares of Liberty Property Trust worth $1.27M as of Q4 2019.
  • Advisor Group bought 5,057 Liberty Property Trust shares in Q4 2019, an estimated $290K.
  • Liberty Property Trust made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1054 holding.
  • Advisor Group first reported a position in Liberty Property Trust in Q2 2016 and has held it in 15 quarters since.
  • 415 funds tracked by Wall St. Rank held Liberty Property Trust as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.