IFAM
LPT

Institutional & Family Asset Management’s Liberty Property Trust LPT Stock Holding History

Institutional & Family Asset 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
2019
Q2 		– Sell
-23
Closed -$1K – 896
2019
Q1 		$1K Hold
23
– – ﹤0.01% 834
2018
Q4 		$1K Buy
+23
New +$993 ﹤0.01% 814

Other funds holding LPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Institutional & Family Asset Management's LPT Position: Q2 2019 in Review

Institutional & Family Asset Management sold out of Liberty Property Trust (LPT) in Q2 2019, closing a stake of 23 shares — an estimated $1K sold.

Institutional & Family Asset Management first reported a position in LPT in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q1 2019. 390 funds tracked by Wall St. Rank hold LPT as of Q2 2019.

  • Institutional & Family Asset Management reported no remaining Liberty Property Trust position as of Q2 2019 after selling out during the quarter.
  • Institutional & Family Asset Management sold 23 Liberty Property Trust shares in Q2 2019, an estimated $1K.
  • Institutional & Family Asset Management first reported a position in Liberty Property Trust in Q4 2018 and held it in 2 quarters.
  • Institutional & Family Asset Management's Liberty Property Trust position peaked at $1K in Q1 2019.
  • 390 funds tracked by Wall St. Rank held Liberty Property Trust as of Q2 2019.

Based on Institutional & Family Asset Management's 13F filing for Q2 2019, filed 14 Aug 2019.