ERIM
BPYU

Eagle Ridge Investment Management’s Brookfield Property REIT Inc. Class A Common Stock BPYU Stock Holding History

Eagle Ridge Investment Management’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
2020
Q1 		– Sell
-13,846
Closed -$255K – 159
2019
Q4 		$255K Hold
13,846
– – 0.03% 135
2019
Q3 		$282K Buy
+13,846
New +$267K 0.04% 128

Other funds holding BPYU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
MIRH
Madison International Realty Holdings New York $54.9M AUM

Eagle Ridge Investment Management's BPYU Position: Q1 2020 in Review

Eagle Ridge Investment Management sold out of Brookfield Property REIT Inc. Class A Common Stock (BPYU) in Q1 2020, closing a stake of 13,846 shares — an estimated $255K sold.

Eagle Ridge Investment Management first reported a position in BPYU in Q3 2019 and held it in 2 quarters. The position peaked at $282K in Q3 2019. 198 funds tracked by Wall St. Rank hold BPYU as of Q1 2020.

  • Eagle Ridge Investment Management reported no remaining Brookfield Property REIT Inc. Class A Common Stock position as of Q1 2020 after selling out during the quarter.
  • Eagle Ridge Investment Management sold 13,846 Brookfield Property REIT Inc. Class A Common Stock shares in Q1 2020, an estimated $255K.
  • Eagle Ridge Investment Management first reported a position in Brookfield Property REIT Inc. Class A Common Stock in Q3 2019 and held it in 2 quarters.
  • Eagle Ridge Investment Management's Brookfield Property REIT Inc. Class A Common Stock position peaked at $282K in Q3 2019.
  • 198 funds tracked by Wall St. Rank held Brookfield Property REIT Inc. Class A Common Stock as of Q1 2020.

Based on Eagle Ridge Investment Management's 13F filing for Q1 2020, filed 29 Apr 2020.