Graybill Wealth Management’s Brookfield Property REIT Inc. Class A Common Stock BPYU Stock Holding History

Graybill Wealth 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
2021 Q1	–	Sell	-14,785	Closed	-$221K	–	53
2020 Q4	$221K	Sell	14,785 -245	-2%	-$3.73K	0.12%	47
2020 Q3	$184K	Buy	15,030 +620	+4%	+$7.12K	0.12%	50
2020 Q2	$144K	Hold	14,410	–	–	0.11%	50
2020 Q1	$122K	Buy	14,410 +820	+6%	+$13.3K	0.11%	46
2019 Q4	$251K	Sell	13,590 -575	-4%	-$10.9K	0.16%	52
2019 Q3	$289K	Buy	14,165 +1,150	+9%	+$22.2K	0.2%	43
2019 Q2	$246K	Buy	+13,015	New	+$259K	0.17%	45

Other funds holding BPYU

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 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

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

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

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Graybill Wealth Management's BPYU Position: Q1 2021 in Review

Graybill Wealth Management sold out of Brookfield Property REIT Inc. Class A Common Stock (BPYU) in Q1 2021, closing a stake of 14,785 shares — an estimated $221K sold.

Graybill Wealth Management first reported a position in BPYU in Q2 2019 and held it in 7 quarters. The position peaked at $289K in Q3 2019. 148 funds tracked by Wall St. Rank hold BPYU as of Q1 2021.

Graybill Wealth Management reported no remaining Brookfield Property REIT Inc. Class A Common Stock position as of Q1 2021 after selling out during the quarter.
Graybill Wealth Management sold 14,785 Brookfield Property REIT Inc. Class A Common Stock shares in Q1 2021, an estimated $221K.
Graybill Wealth Management first reported a position in Brookfield Property REIT Inc. Class A Common Stock in Q2 2019 and held it in 7 quarters.
Graybill Wealth Management's Brookfield Property REIT Inc. Class A Common Stock position peaked at $289K in Q3 2019.
148 funds tracked by Wall St. Rank held Brookfield Property REIT Inc. Class A Common Stock as of Q1 2021.

Based on Graybill Wealth Management's 13F filing for Q1 2021, filed 19 Apr 2021.