LPL Financial
OLP

LPL Financial’s One Liberty Properties OLP Stock Holding History

LPL Financial’s Portfolio OLP Stock Details OLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-11,496
Closed -$274K – 5934
2025
Q2 		$274K Buy
11,496
+793
+7% +$19.4K ﹤0.01% 4839
2025
Q1 		$281K Buy
10,703
+659
+7% +$17.2K ﹤0.01% 4617
2024
Q4 		$274K Sell
10,044
-354
-3% -$9.91K ﹤0.01% 4608
2024
Q3 		$286K Buy
10,398
+150
+1% +$3.89K ﹤0.01% 4475
2024
Q2 		$241K Buy
10,248
+101
+1% +$2.34K ﹤0.01% 4424
2024
Q1 		$229K Buy
+10,147
New +$216K ﹤0.01% 4400
2020
Q1 		– Sell
-20,131
Closed -$547K – 3366
2019
Q4 		$547K Sell
20,131
-1,378
-6% -$37.9K ﹤0.01% 2299
2019
Q3 		$592K Buy
21,509
+5,852
+37% +$164K ﹤0.01% 2134
2019
Q2 		$453K Buy
15,657
+5,824
+59% +$168K ﹤0.01% 2349
2019
Q1 		$285K Buy
+9,833
New +$273K ﹤0.01% 2683
2018
Q4 		– Sell
-30,939
Closed -$859K – 3195
2018
Q3 		$859K Buy
+30,939
New +$862K ﹤0.01% 1796
2016
Q2 		– Sell
-13,335
Closed -$291K – 2878
2016
Q1 		$291K Buy
13,335
+200
+2% +$4.2K ﹤0.01% 2535
2015
Q4 		$286K Buy
+13,135
New +$297K ﹤0.01% 2573

Other funds holding OLP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial's OLP Position: Q3 2025 in Review

LPL Financial sold out of One Liberty Properties (OLP) in Q3 2025, closing a stake of 11,496 shares — an estimated $274K sold.

LPL Financial first reported a position in OLP in Q4 2015 and held it in 13 quarters. The position peaked at $859K in Q3 2018. 120 funds tracked by Wall St. Rank hold OLP as of Q3 2025.

  • LPL Financial reported no remaining One Liberty Properties position as of Q3 2025 after selling out during the quarter.
  • LPL Financial sold 11,496 One Liberty Properties shares in Q3 2025, an estimated $274K.
  • LPL Financial first reported a position in One Liberty Properties in Q4 2015 and held it in 13 quarters.
  • LPL Financial's One Liberty Properties position peaked at $859K in Q3 2018.
  • 120 funds tracked by Wall St. Rank held One Liberty Properties as of Q3 2025.

Based on LPL Financial's 13F filing for Q3 2025, filed 12 Nov 2025.