PL
LPT

Perpetual Ltd’s Liberty Property Trust LPT Stock Holding History

Perpetual Ltd’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
2015
Q2 		– Sell
-5,889
Closed -$210K – 199
2015
Q1 		$210K Sell
5,889
-1,400
-19% -$53.3K 0.02% 181
2014
Q4 		$274K Sell
7,289
-246
-3% -$8.66K 0.03% 188
2014
Q3 		$251K Buy
7,535
+977
+15% +$35K 0.03% 177
2014
Q2 		$249K Hold
6,558
– – 0.02% 195
2014
Q1 		$242K Sell
6,558
-750
-10% -$27.2K 0.04% 171
2013
Q4 		$248K Buy
7,308
+290
+4% +$10.1K 0.03% 190
2013
Q3 		$250K Buy
+7,018
New +$257K 0.04% 190

Other funds holding LPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Perpetual Ltd's LPT Position: Q2 2015 in Review

Perpetual Ltd sold out of Liberty Property Trust (LPT) in Q2 2015, closing a stake of 5,889 shares — an estimated $210K sold.

Perpetual Ltd first reported a position in LPT in Q3 2013 and held it in 7 quarters. The position peaked at $274K in Q4 2014. 295 funds tracked by Wall St. Rank hold LPT as of Q2 2015.

  • Perpetual Ltd reported no remaining Liberty Property Trust position as of Q2 2015 after selling out during the quarter.
  • Perpetual Ltd sold 5,889 Liberty Property Trust shares in Q2 2015, an estimated $210K.
  • Perpetual Ltd first reported a position in Liberty Property Trust in Q3 2013 and held it in 7 quarters.
  • Perpetual Ltd's Liberty Property Trust position peaked at $274K in Q4 2014.
  • 295 funds tracked by Wall St. Rank held Liberty Property Trust as of Q2 2015.

Based on Perpetual Ltd's 13F filing for Q2 2015, filed 26 Sep 2017.