DPIM
LPT

Duff & Phelps Investment Management’s Liberty Property Trust LPT Stock Holding History

Duff & Phelps Investment 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
2016
Q3 		– Sell
-269,963
Closed -$10.7M – 262
2016
Q2 		$10.7M Sell
269,963
-931,800
-78% -$33.9M 0.16% 112
2016
Q1 		$40.2M Sell
1,201,763
-527,325
-30% -$15.8M 0.64% 63
2015
Q4 		$53.7M Sell
1,729,088
-14,100
-0.8% -$467K 0.9% 46
2015
Q3 		$54.9M Sell
1,743,188
-35,400
-2% -$1.15M 0.89% 50
2015
Q2 		$57.3M Sell
1,778,588
-100,050
-5% -$3.49M 0.87% 49
2015
Q1 		$67.1M Sell
1,878,638
-53,300
-3% -$2.03M 0.93% 45
2014
Q4 		$72.7M Buy
1,931,938
+35,198
+2% +$1.24M 1% 40
2014
Q3 		$63.1M Buy
1,896,740
+144,050
+8% +$5.17M 0.9% 51
2014
Q2 		$66.5M Buy
1,752,690
+73,400
+4% +$2.78M 1% 42
2014
Q1 		$62.1M Buy
1,679,290
+8,855
+0.5% +$321K 1.03% 41
2013
Q4 		$56.6M Buy
1,670,435
+567,250
+51% +$19.8M 0.99% 44
2013
Q3 		$39.3M Buy
+1,103,185
New +$40.4M 0.68% 66

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 $3.37T AUM 44.26% 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 18.14% 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 16.26% 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 $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Duff & Phelps Investment Management's LPT Position: Q3 2016 in Review

Duff & Phelps Investment Management sold out of Liberty Property Trust (LPT) in Q3 2016, closing a stake of 269,963 shares — an estimated $10.7M sold.

Duff & Phelps Investment Management first reported a position in LPT in Q3 2013 and held it in 12 quarters. The position peaked at $72.7M in Q4 2014. 325 funds tracked by Wall St. Rank hold LPT as of Q3 2016.

  • Duff & Phelps Investment Management reported no remaining Liberty Property Trust position as of Q3 2016 after selling out during the quarter.
  • Duff & Phelps Investment Management sold 269,963 Liberty Property Trust shares in Q3 2016, an estimated $10.7M.
  • Duff & Phelps Investment Management first reported a position in Liberty Property Trust in Q3 2013 and held it in 12 quarters.
  • Duff & Phelps Investment Management's Liberty Property Trust position peaked at $72.7M in Q4 2014.
  • 325 funds tracked by Wall St. Rank held Liberty Property Trust as of Q3 2016.

Based on Duff & Phelps Investment Management's 13F filing for Q3 2016, filed 14 Oct 2016.