Creative Planning
BPY

Creative Planning’s Brookfield Property Partners L.P. Limited Partnership Units BPY Stock Holding History

Creative Planning’s Portfolio BPY Stock Details BPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-29,850
Closed -$531K – 2745
2021
Q1 		$531K Sell
29,850
-4,423
-13% -$77.2K ﹤0.01% 1401
2020
Q4 		$496K Buy
34,273
+13,112
+62% +$192K ﹤0.01% 1314
2020
Q3 		$255K Buy
21,161
+1,342
+7% +$15.3K ﹤0.01% 1530
2020
Q2 		$196K Buy
19,819
+1,277
+7% +$12.5K ﹤0.01% 1537
2020
Q1 		$149K Buy
+18,542
New +$300K ﹤0.01% 1455
2017
Q3 		– Sell
-762
Closed -$18K – 4107
2017
Q2 		$18K Sell
762
-494
-39% -$11.2K ﹤0.01% 3261
2017
Q1 		$28K Buy
1,256
+469
+60% +$10.5K ﹤0.01% 2895
2016
Q4 		$17K Buy
787
+151
+24% +$3.29K ﹤0.01% 3195
2016
Q3 		$15K Buy
636
+63
+11% +$1.48K ﹤0.01% 3257
2016
Q2 		$13K Hold
573
– – ﹤0.01% 3096
2016
Q1 		$13K Sell
573
-2,045
-78% -$42.8K ﹤0.01% 3071
2015
Q4 		$61K Buy
2,618
+2,556
+4,123% +$57.7K ﹤0.01% 1963
2015
Q3 		$1K Buy
+62
New +$1.33K ﹤0.01% 4191
2015
Q2 		– Sell
-62
Closed -$2K – 3374
2015
Q1 		$2K Sell
62
-43
-41% -$1.05K ﹤0.01% 3941
2014
Q4 		$2K Sell
105
-23
-18% -$519 ﹤0.01% 3878
2014
Q3 		$3K Sell
128
-16
-11% -$336 ﹤0.01% 3563
2014
Q2 		$3K Buy
144
+88
+157% +$1.75K ﹤0.01% 3434
2014
Q1 		$1K Sell
56
-13
-19% -$250 ﹤0.01% 3546
2013
Q4 		$1K Sell
69
-4
-5% -$78 ﹤0.01% 3247
2013
Q3 		$1K Sell
73
-36
-33% -$723 ﹤0.01% 3139
2013
Q2 		$2K Buy
+109
New +$2.36K ﹤0.01% 2863

Other funds holding BPY

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning's BPY Position: Q2 2021 in Review

Creative Planning sold out of Brookfield Property Partners L.P. Limited Partnership Units (BPY) in Q2 2021, closing a stake of 29,850 shares — an estimated $531K sold.

Creative Planning first reported a position in BPY in Q2 2013 and held it in 21 quarters. The position peaked at $531K in Q1 2021. 156 funds tracked by Wall St. Rank hold BPY as of Q2 2021.

  • Creative Planning reported no remaining Brookfield Property Partners L.P. Limited Partnership Units position as of Q2 2021 after selling out during the quarter.
  • Creative Planning sold 29,850 Brookfield Property Partners L.P. Limited Partnership Units shares in Q2 2021, an estimated $531K.
  • Creative Planning first reported a position in Brookfield Property Partners L.P. Limited Partnership Units in Q2 2013 and held it in 21 quarters.
  • Creative Planning's Brookfield Property Partners L.P. Limited Partnership Units position peaked at $531K in Q1 2021.
  • 156 funds tracked by Wall St. Rank held Brookfield Property Partners L.P. Limited Partnership Units as of Q2 2021.

Based on Creative Planning's 13F filing for Q2 2021, filed 4 Aug 2021.