Montag & Associates’s Brookfield Property Partners L.P. Limited Partnership Units BPY Stock Holding History

Montag & Associates’s Portfolio BPY Stock Details BPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-9,439	Closed	-$137K	–	899
2020 Q4	$137K	Buy	+9,439	New	+$138K	0.01%	414
2019 Q4	–	Sell	-10,672	Closed	-$217K	–	314
2019 Q3	$217K	Sell	10,672 -3,634	-25%	-$70.2K	0.02%	285
2019 Q2	$271K	Sell	14,306 -6,479	-31%	-$129K	0.02%	271
2019 Q1	$428K	Hold	20,785	–	–	0.04%	229
2018 Q4	$335K	Hold	20,785	–	–	0.04%	232
2018 Q3	$434K	Buy	+20,785	New	+$415K	0.04%	248

Other funds holding BPY

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

BGIM

Boussard & Gavaudan Investment Management London, United Kingdom $1.06B AUM 4.58% 1-Year Est. Return

Montag & Associates's BPY Position: Q1 2021 in Review

Montag & Associates sold out of Brookfield Property Partners L.P. Limited Partnership Units (BPY) in Q1 2021, closing a stake of 9,439 shares — an estimated $137K sold.

Montag & Associates first reported a position in BPY in Q3 2018 and held it in 6 quarters. The position peaked at $434K in Q3 2018. 164 funds tracked by Wall St. Rank hold BPY as of Q1 2021.

Montag & Associates reported no remaining Brookfield Property Partners L.P. Limited Partnership Units position as of Q1 2021 after selling out during the quarter.
Montag & Associates sold 9,439 Brookfield Property Partners L.P. Limited Partnership Units shares in Q1 2021, an estimated $137K.
Montag & Associates first reported a position in Brookfield Property Partners L.P. Limited Partnership Units in Q3 2018 and held it in 6 quarters.
Montag & Associates's Brookfield Property Partners L.P. Limited Partnership Units position peaked at $434K in Q3 2018.
164 funds tracked by Wall St. Rank held Brookfield Property Partners L.P. Limited Partnership Units as of Q1 2021.

Based on Montag & Associates's 13F filing for Q1 2021, filed 14 May 2021.