NEI
LPT

Northwest & Ethical Investments’s Liberty Property Trust LPT Stock Holding History

Northwest & Ethical Investments’s Portfolio LPT Stock Details LPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-46,179
Closed -$2.37M – 391
2019
Q3 		$2.37M Buy
46,179
+8,256
+22% +$425K 0.12% 222
2019
Q2 		$1.9M Hold
37,923
– – 0.1% 263
2019
Q1 		$1.84M Buy
37,923
+9,581
+34% +$446K 0.1% 263
2018
Q4 		$1.19M Buy
+28,342
New +$1.22M 0.07% 298

Other funds holding LPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northwest & Ethical Investments's LPT Position: Q4 2019 in Review

Northwest & Ethical Investments sold out of Liberty Property Trust (LPT) in Q4 2019, closing a stake of 46,179 shares — an estimated $2.37M sold.

Northwest & Ethical Investments first reported a position in LPT in Q4 2018 and held it in 4 quarters. The position peaked at $2.37M in Q3 2019. 415 funds tracked by Wall St. Rank hold LPT as of Q4 2019.

  • Northwest & Ethical Investments reported no remaining Liberty Property Trust position as of Q4 2019 after selling out during the quarter.
  • Northwest & Ethical Investments sold 46,179 Liberty Property Trust shares in Q4 2019, an estimated $2.37M.
  • Northwest & Ethical Investments first reported a position in Liberty Property Trust in Q4 2018 and held it in 4 quarters.
  • Northwest & Ethical Investments's Liberty Property Trust position peaked at $2.37M in Q3 2019.
  • 415 funds tracked by Wall St. Rank held Liberty Property Trust as of Q4 2019.

Based on Northwest & Ethical Investments's 13F filing for Q4 2019, filed 8 Jul 2025.