IAA
BPYU

Independent Advisor Alliance’s Brookfield Property REIT Inc. Class A Common Stock BPYU Stock Holding History

Independent Advisor Alliance’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
Q4 		– Sell
-14,475
Closed -$177K – 603
2020
Q3 		$177K Hold
14,475
– – 0.01% 462
2020
Q2 		$144K Sell
14,475
-3,175
-18% -$31.9K 0.02% 453
2020
Q1 		$150K Buy
17,650
+5,780
+49% +$93.8K 0.02% 380
2019
Q4 		$219K Buy
+11,870
New +$225K 0.01% 796

Other funds holding BPYU

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Independent Advisor Alliance's BPYU Position: Q4 2020 in Review

Independent Advisor Alliance sold out of Brookfield Property REIT Inc. Class A Common Stock (BPYU) in Q4 2020, closing a stake of 14,475 shares — an estimated $177K sold.

Independent Advisor Alliance first reported a position in BPYU in Q4 2019 and held it in 4 quarters. The position peaked at $219K in Q4 2019. 161 funds tracked by Wall St. Rank hold BPYU as of Q4 2020.

  • Independent Advisor Alliance reported no remaining Brookfield Property REIT Inc. Class A Common Stock position as of Q4 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 14,475 Brookfield Property REIT Inc. Class A Common Stock shares in Q4 2020, an estimated $177K.
  • Independent Advisor Alliance first reported a position in Brookfield Property REIT Inc. Class A Common Stock in Q4 2019 and held it in 4 quarters.
  • Independent Advisor Alliance's Brookfield Property REIT Inc. Class A Common Stock position peaked at $219K in Q4 2019.
  • 161 funds tracked by Wall St. Rank held Brookfield Property REIT Inc. Class A Common Stock as of Q4 2020.

Based on Independent Advisor Alliance's 13F filing for Q4 2020, filed 11 Feb 2021.