AI
LPT

Analytic Investors’s Liberty Property Trust LPT Stock Holding History

Analytic Investors’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
2016
Q3 		$3.15M Buy
+78,102
New +$3.16M 0.04% 231
2013
Q3 		– Sell
-142,009
Closed -$5.25M – 593
2013
Q2 		$5.25M Buy
+142,009
New +$5.8M 0.09% 196

Other funds holding LPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Analytic Investors's LPT Position: Q3 2016 in Review

Analytic Investors opened a new position in Liberty Property Trust (LPT) in Q3 2016: 78,102 shares worth $3.15M. The stake represents 0.04% of the portfolio and ranks #231 among its holdings. This is a return to the name: Analytic Investors previously reported a position in LPT as recently as Q2 2013.

Analytic Investors first reported a position in LPT in Q2 2013 and has held it in 2 quarters since. The position peaked at $5.25M in Q2 2013. 325 funds tracked by Wall St. Rank hold LPT as of Q3 2016.

  • Analytic Investors held 78,102 shares of Liberty Property Trust worth $3.15M as of Q3 2016.
  • Liberty Property Trust was a new Analytic Investors position in Q3 2016.
  • Liberty Property Trust made up 0.04% of Analytic Investors's portfolio in Q3 2016, its #231 holding.
  • Analytic Investors first reported a position in Liberty Property Trust in Q2 2013 and has held it in 2 quarters since.
  • Analytic Investors's Liberty Property Trust position peaked at $5.25M in Q2 2013.
  • 325 funds tracked by Wall St. Rank held Liberty Property Trust as of Q3 2016.

Based on Analytic Investors's 13F filing for Q3 2016, filed 14 Nov 2016.