Stratton Management’s Liberty Property Trust LPT Stock Holding History

Stratton Management’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 Q4	$1.76M	Sell	56,658 -8,802	-13%	-$292K	0.21%	128
2015 Q3	$2.06M	Buy	65,460 +100	+0.2%	+$3.25K	0.24%	129
2015 Q2	$2.11M	Sell	65,360 -500	-0.8%	-$17.4K	0.09%	206
2015 Q1	$2.35M	Buy	65,860 +1,340	+2%	+$51K	0.1%	203
2014 Q4	$2.43M	Buy	64,520 +3,220	+5%	+$113K	0.1%	188
2014 Q3	$2.04M	Sell	61,300 -2,645	-4%	-$94.9K	0.09%	199
2014 Q2	$2.42M	Sell	63,945 -2,500	-4%	-$94.8K	0.1%	187
2014 Q1	$2.46M	Hold	66,445	–	–	0.11%	181
2013 Q4	$2.25M	Sell	66,445 -1,160	-2%	-$40.6K	0.11%	183
2013 Q3	$2.41M	Buy	67,605 +580	+0.9%	+$21.3K	0.12%	183
2013 Q2	$2.48M	Buy	+67,025	New	+$2.74M	0.14%	170

Other funds holding LPT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

SAMC

Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Stratton Management's LPT Position: Q4 2015 in Review

Stratton Management reduced its Liberty Property Trust (LPT) stake by 13% in Q4 2015, selling an estimated $292K and leaving 56,658 shares worth $1.76M. The position accounts for 0.21% of the portfolio, ranked #128.

Stratton Management first reported a position in LPT in Q2 2013 and has held it in 11 quarters since. The position peaked at $2.48M in Q2 2013. 328 funds tracked by Wall St. Rank hold LPT as of Q4 2015.

Stratton Management held 56,658 shares of Liberty Property Trust worth $1.76M as of Q4 2015.
Stratton Management sold 8,802 Liberty Property Trust shares in Q4 2015, an estimated $292K.
Liberty Property Trust made up 0.21% of Stratton Management's portfolio in Q4 2015, its #128 holding.
Stratton Management first reported a position in Liberty Property Trust in Q2 2013 and has held it in 11 quarters since.
Stratton Management's Liberty Property Trust position peaked at $2.48M in Q2 2013.
328 funds tracked by Wall St. Rank held Liberty Property Trust as of Q4 2015.

Based on Stratton Management's 13F filing for Q4 2015, filed 11 Feb 2016.