Carson Wealth (CWM LLC)’s Brookfield Property REIT Inc. Class A Common Stock BPYU Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BPYU Stock Details BPYU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	$10K	Hold	529	–	–	﹤0.01%	2134
2021 Q1	$10K	Hold	529	–	–	﹤0.01%	2132
2020 Q4	$10K	Hold	529	–	–	﹤0.01%	2132
2020 Q3	$10K	Hold	529	–	–	﹤0.01%	2131
2020 Q2	$10K	Hold	529	–	–	﹤0.01%	2129
2020 Q1	$10K	Hold	529	–	–	﹤0.01%	2129
2019 Q4	$10K	Hold	529	–	–	﹤0.01%	2129
2019 Q3	$10K	Hold	529	–	–	﹤0.01%	2129
2019 Q2	$10K	Hold	529	–	–	﹤0.01%	2129
2019 Q1	$10K	Buy	+529	New	+$10K	﹤0.01%	2129

Other funds holding BPYU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CIM

Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CAC

Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return

KPF

K2 Principal Fund Toronto, Ontario, Canada $1.43B AUM 29.56% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BPYU Position: Q2 2021 in Review

Carson Wealth (CWM LLC) held its Brookfield Property REIT Inc. Class A Common Stock (BPYU) position steady in Q2 2021 at 529 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #2134.

Carson Wealth (CWM LLC) first reported a position in BPYU in Q1 2019 and has held it in 10 quarters since. 148 funds tracked by Wall St. Rank hold BPYU as of Q2 2021.

Carson Wealth (CWM LLC) held 529 shares of Brookfield Property REIT Inc. Class A Common Stock worth $10K as of Q2 2021.
Carson Wealth (CWM LLC) left its Brookfield Property REIT Inc. Class A Common Stock share count unchanged in Q2 2021.
Brookfield Property REIT Inc. Class A Common Stock made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q2 2021, its #2134 holding.
Carson Wealth (CWM LLC) first reported a position in Brookfield Property REIT Inc. Class A Common Stock in Q1 2019 and has held it in 10 quarters since.
148 funds tracked by Wall St. Rank held Brookfield Property REIT Inc. Class A Common Stock as of Q2 2021.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2021, filed 29 Jul 2021.