BAM
LPT

Belpointe Asset Management’s Liberty Property Trust LPT Stock Holding History

Belpointe Asset Management’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
2020
Q1 		– Sell
-2,481
Closed -$149K – 835
2019
Q4 		$149K Sell
2,481
-201
-7% -$11.5K 0.02% 637
2019
Q3 		$138K Buy
2,682
+21
+0.8% +$1.08K 0.02% 586
2019
Q2 		$133K Buy
2,661
+117
+5% +$5.73K 0.03% 512
2019
Q1 		$123K Buy
+2,544
New +$118K 0.02% 396

Other funds holding LPT

MPPLM
Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin $425M AUM 28.89% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Belpointe Asset Management's LPT Position: Q1 2020 in Review

Belpointe Asset Management sold out of Liberty Property Trust (LPT) in Q1 2020, closing a stake of 2,481 shares — an estimated $149K sold.

Belpointe Asset Management first reported a position in LPT in Q1 2019 and held it in 4 quarters. The position peaked at $149K in Q4 2019. 2 funds tracked by Wall St. Rank hold LPT as of Q1 2020.

  • Belpointe Asset Management reported no remaining Liberty Property Trust position as of Q1 2020 after selling out during the quarter.
  • Belpointe Asset Management sold 2,481 Liberty Property Trust shares in Q1 2020, an estimated $149K.
  • Belpointe Asset Management first reported a position in Liberty Property Trust in Q1 2019 and held it in 4 quarters.
  • Belpointe Asset Management's Liberty Property Trust position peaked at $149K in Q4 2019.
  • 2 funds tracked by Wall St. Rank held Liberty Property Trust as of Q1 2020.

Based on Belpointe Asset Management's 13F filing for Q1 2020, filed 20 Jul 2020.