Laird Norton Wetherby Wealth Management’s RPT Realty Common Shares of Beneficial Interest (MD) RPT Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio RPT Stock Details RPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-13,434	Closed	-$74K	–	926
2020 Q3	$74K	Sell	13,434 -313	-2%	-$1.92K	0.01%	707
2020 Q2	$96K	Sell	13,747 -4,917	-26%	-$31.3K	0.01%	700
2020 Q1	$113K	Buy	18,664 +153	+0.8%	+$1.91K	0.01%	627
2019 Q4	$279K	Hold	18,511	–	–	0.03%	558
2019 Q3	$251K	Buy	18,511 +3	+0%	+$37	0.03%	597
2019 Q2	$224K	Buy	+18,508	New	+$228K	0.02%	620

Other funds holding RPT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

WMSA

Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's RPT Position: Q4 2020 in Review

Laird Norton Wetherby Wealth Management sold out of RPT Realty Common Shares of Beneficial Interest (MD) (RPT) in Q4 2020, closing a stake of 13,434 shares — an estimated $74K sold.

Laird Norton Wetherby Wealth Management first reported a position in RPT in Q2 2019 and held it in 6 quarters. The position peaked at $279K in Q4 2019. 142 funds tracked by Wall St. Rank hold RPT as of Q4 2020.

Laird Norton Wetherby Wealth Management reported no remaining RPT Realty Common Shares of Beneficial Interest (MD) position as of Q4 2020 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 13,434 RPT Realty Common Shares of Beneficial Interest (MD) shares in Q4 2020, an estimated $74K.
Laird Norton Wetherby Wealth Management first reported a position in RPT Realty Common Shares of Beneficial Interest (MD) in Q2 2019 and held it in 6 quarters.
Laird Norton Wetherby Wealth Management's RPT Realty Common Shares of Beneficial Interest (MD) position peaked at $279K in Q4 2019.
142 funds tracked by Wall St. Rank held RPT Realty Common Shares of Beneficial Interest (MD) as of Q4 2020.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2020, filed 11 Feb 2021.