LPWM
RPT

Lake Point Wealth Management’s Rithm Property Trust RPT Stock Holding History

Lake Point 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
Q1 		$1K Hold
30
– – ﹤0.01% 369
2019
Q4 		$3K Buy
+30
New +$2.66K ﹤0.01% 445

Other funds holding RPT

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
FM
Family Management New York $834M AUM 20.83% 1-Year Est. Return

Lake Point Wealth Management's RPT Position: Q1 2020 in Review

Lake Point Wealth Management held its Rithm Property Trust (RPT) position steady in Q1 2020 at 30 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #369.

Lake Point Wealth Management first reported a position in RPT in Q4 2019 and has held it in 2 quarters since. The position peaked at $3K in Q4 2019. 84 funds tracked by Wall St. Rank hold RPT as of Q1 2020.

  • Lake Point Wealth Management held 30 shares of Rithm Property Trust worth $1K as of Q1 2020.
  • Lake Point Wealth Management left its Rithm Property Trust share count unchanged in Q1 2020.
  • Rithm Property Trust made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q1 2020, its #369 holding.
  • Lake Point Wealth Management first reported a position in Rithm Property Trust in Q4 2019 and has held it in 2 quarters since.
  • Lake Point Wealth Management's Rithm Property Trust position peaked at $3K in Q4 2019.
  • 84 funds tracked by Wall St. Rank held Rithm Property Trust as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.