APP
OLP

Avantax Planning Partners’s One Liberty Properties OLP Stock Holding History

Avantax Planning Partners’s Portfolio OLP Stock Details OLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-14,016
Closed -$284K – 456
2025
Q4 		$284K Hold
14,016
– – 0.01% 362
2025
Q3 		$310K Hold
14,016
– – 0.01% 345
2025
Q2 		$334K Buy
+14,016
New +$342K 0.01% 334

Other funds holding OLP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Avantax Planning Partners's OLP Position: Q1 2026 in Review

Avantax Planning Partners sold out of One Liberty Properties (OLP) in Q1 2026, closing a stake of 14,016 shares — an estimated $284K sold.

Avantax Planning Partners first reported a position in OLP in Q2 2025 and held it in 3 quarters. The position peaked at $334K in Q2 2025. 139 funds tracked by Wall St. Rank hold OLP as of Q1 2026.

  • Avantax Planning Partners reported no remaining One Liberty Properties position as of Q1 2026 after selling out during the quarter.
  • Avantax Planning Partners sold 14,016 One Liberty Properties shares in Q1 2026, an estimated $284K.
  • Avantax Planning Partners first reported a position in One Liberty Properties in Q2 2025 and held it in 3 quarters.
  • Avantax Planning Partners's One Liberty Properties position peaked at $334K in Q2 2025.
  • 139 funds tracked by Wall St. Rank held One Liberty Properties as of Q1 2026.

Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.