Kovitz Investment Group Partners’s Brookfield Property REIT Inc. Class A Common Stock BPYU Stock Holding History

Kovitz Investment Group Partners’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	-85,110	Closed	-$848K	–	425
2020 Q2	$848K	Sell	85,110 -108,815	-56%	-$1.09M	0.03%	268
2020 Q1	$1.65M	Sell	193,925 -37,672	-16%	-$611K	0.06%	191
2019 Q4	$4.27M	Buy	231,597 +47,182	+26%	+$893K	0.12%	122
2019 Q3	$3.76M	Buy	184,415 +34,400	+23%	+$664K	0.12%	133
2019 Q2	$2.83M	Buy	+150,015	New	+$2.99M	0.09%	164

Other funds holding BPYU

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Kovitz Investment Group Partners's BPYU Position: Q3 2020 in Review

Kovitz Investment Group Partners sold out of Brookfield Property REIT Inc. Class A Common Stock (BPYU) in Q3 2020, closing a stake of 85,110 shares — an estimated $848K sold.

Kovitz Investment Group Partners first reported a position in BPYU in Q2 2019 and held it in 5 quarters. The position peaked at $4.27M in Q4 2019. 162 funds tracked by Wall St. Rank hold BPYU as of Q3 2020.

Kovitz Investment Group Partners reported no remaining Brookfield Property REIT Inc. Class A Common Stock position as of Q3 2020 after selling out during the quarter.
Kovitz Investment Group Partners sold 85,110 Brookfield Property REIT Inc. Class A Common Stock shares in Q3 2020, an estimated $848K.
Kovitz Investment Group Partners first reported a position in Brookfield Property REIT Inc. Class A Common Stock in Q2 2019 and held it in 5 quarters.
Kovitz Investment Group Partners's Brookfield Property REIT Inc. Class A Common Stock position peaked at $4.27M 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 Kovitz Investment Group Partners's 13F filing for Q3 2020, filed 10 Nov 2020.