Ray Dalio
LPT

Ray Dalio’s Liberty Property Trust LPT Stock Holding History

Ray Dalio’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
Q1 		– Sell
-10,021
Closed -$420K – 547
2018
Q4 		$420K Buy
+10,021
New +$432K ﹤0.01% 429
2018
Q3 		– Sell
-12,525
Closed -$555K – 514
2018
Q2 		$555K Sell
12,525
-21,173
-63% -$897K 0.01% 342
2018
Q1 		$1.34M Buy
+33,698
New +$1.36M 0.01% 234
2014
Q4 		– Sell
-14,900
Closed -$496K – 437
2014
Q3 		$496K Buy
+14,900
New +$534K ﹤0.01% 283

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ray Dalio's LPT Position: Q1 2019 in Review

Ray Dalio sold out of Liberty Property Trust (LPT) in Q1 2019, closing a stake of 10,021 shares — an estimated $420K sold.

Ray Dalio first reported a position in LPT in Q3 2014 and held it in 4 quarters. The position peaked at $1.34M in Q1 2018. 400 funds tracked by Wall St. Rank hold LPT as of Q1 2019.

  • Ray Dalio reported no remaining Liberty Property Trust position as of Q1 2019 after selling out during the quarter.
  • Ray Dalio sold 10,021 Liberty Property Trust shares in Q1 2019, an estimated $420K.
  • Ray Dalio first reported a position in Liberty Property Trust in Q3 2014 and held it in 4 quarters.
  • Ray Dalio's Liberty Property Trust position peaked at $1.34M in Q1 2018.
  • 400 funds tracked by Wall St. Rank held Liberty Property Trust as of Q1 2019.

Based on Bridgewater Associates's 13F filing for Q1 2019, filed 14 May 2019.