HWA
BPYU

Heritage Wealth Advisors’s Brookfield Property REIT Inc. Class A Common Stock BPYU Stock Holding History

Heritage Wealth Advisors’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
Q3 		– Sell
-19,547
Closed -$195K – 479
2020
Q2 		$195K Buy
19,547
+640
+3% +$6.44K 0.03% 142
2020
Q1 		$161K Buy
18,907
+260
+1% +$4.22K 0.03% 149
2019
Q4 		$344K Buy
18,647
+5,928
+47% +$112K 0.05% 131
2019
Q3 		$259K Buy
+12,719
New +$246K 0.04% 134

Other funds holding BPYU

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 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
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Heritage Wealth Advisors's BPYU Position: Q3 2020 in Review

Heritage Wealth Advisors sold out of Brookfield Property REIT Inc. Class A Common Stock (BPYU) in Q3 2020, closing a stake of 19,547 shares — an estimated $195K sold.

Heritage Wealth Advisors first reported a position in BPYU in Q3 2019 and held it in 4 quarters. The position peaked at $344K in Q4 2019. 162 funds tracked by Wall St. Rank hold BPYU as of Q3 2020.

  • Heritage Wealth Advisors reported no remaining Brookfield Property REIT Inc. Class A Common Stock position as of Q3 2020 after selling out during the quarter.
  • Heritage Wealth Advisors sold 19,547 Brookfield Property REIT Inc. Class A Common Stock shares in Q3 2020, an estimated $195K.
  • Heritage Wealth Advisors first reported a position in Brookfield Property REIT Inc. Class A Common Stock in Q3 2019 and held it in 4 quarters.
  • Heritage Wealth Advisors's Brookfield Property REIT Inc. Class A Common Stock position peaked at $344K in Q4 2019.
  • 162 funds tracked by Wall St. Rank held Brookfield Property REIT Inc. Class A Common Stock as of Q3 2020.

Based on Heritage Wealth Advisors's 13F filing for Q3 2020, filed 3 Nov 2020.