FM
LPT

Forward Management’s Liberty Property Trust LPT Stock Holding History

Forward 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
2017
Q3 		– Sell
-45,800
Closed -$1.86M – 226
2017
Q2 		$1.86M Hold
45,800
– – 0.16% 79
2017
Q1 		$1.76M Hold
45,800
– – 0.15% 76
2016
Q4 		$1.81M Sell
45,800
-2,100
-4% -$82.2K 0.13% 97
2016
Q3 		$1.93M Hold
47,900
– – 0.15% 72
2016
Q2 		$1.9M Sell
47,900
-11,500
-19% -$418K 0.16% 70
2016
Q1 		$1.99M Hold
59,400
– – 0.16% 72
2015
Q4 		$1.84M Sell
59,400
-18,800
-24% -$623K 0.16% 82
2015
Q3 		$2.46M Sell
78,200
-650,000
-89% -$21.1M 0.2% 78
2015
Q2 		$23.5M Buy
728,200
+30,000
+4% +$1.05M 1.44% 14
2015
Q1 		$24.9M Buy
698,200
+175,000
+33% +$6.66M 1.49% 16
2014
Q4 		$19.7M Hold
523,200
– – 1.07% 17
2014
Q3 		$17.4M Buy
523,200
+470,900
+900% +$16.9M 1.04% 22
2014
Q2 		$1.98M Sell
52,300
-6,500
-11% -$247K 0.11% 107
2014
Q1 		$2.17M Sell
58,800
-150,045
-72% -$5.43M 0.12% 105
2013
Q4 		$7.07M Sell
208,845
-233,505
-53% -$8.17M 0.43% 48
2013
Q3 		$15.7M Buy
442,350
+157,500
+55% +$5.77M 1.02% 26
2013
Q2 		$10.5M Buy
+284,850
New +$11.6M 0.86% 34

Other funds holding LPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Forward Management's LPT Position: Q3 2017 in Review

Forward Management sold out of Liberty Property Trust (LPT) in Q3 2017, closing a stake of 45,800 shares — an estimated $1.86M sold.

Forward Management first reported a position in LPT in Q2 2013 and held it in 17 quarters. The position peaked at $24.9M in Q1 2015. 345 funds tracked by Wall St. Rank hold LPT as of Q3 2017.

  • Forward Management reported no remaining Liberty Property Trust position as of Q3 2017 after selling out during the quarter.
  • Forward Management sold 45,800 Liberty Property Trust shares in Q3 2017, an estimated $1.86M.
  • Forward Management first reported a position in Liberty Property Trust in Q2 2013 and held it in 17 quarters.
  • Forward Management's Liberty Property Trust position peaked at $24.9M in Q1 2015.
  • 345 funds tracked by Wall St. Rank held Liberty Property Trust as of Q3 2017.

Based on Forward Management's 13F filing for Q3 2017, filed 2 Nov 2017.