Summit Securities Group’s Brookfield Property Partners L.P. Limited Partnership Units BPY Stock Holding History

Summit Securities Group’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
2020 Q4	–	Sell	-17,700	Closed	-$260K	–	622
2020 Q3	$213K	Buy	17,700 +4,100	+30%	+$46.8K	0.02%	319
2020 Q2	$135K	Buy	+13,600	New	+$134K	0.02%	403
2020 Q1	–	Sell	-13,900	Closed	-$254K	–	521
2019 Q4	$254K	Buy	13,900 +500	+4%	+$9.46K	0.02%	373
2019 Q3	$272K	Sell	13,400 -1,100	-8%	-$21.3K	0.02%	266
2019 Q2	$274K	Buy	14,500 +4,300	+42%	+$85.8K	0.03%	274
2019 Q1	$210K	Buy	+10,200	New	+$193K	0.04%	184
2018 Q4	–	Sell	-361,095	Closed	-$7.54M	–	367
2018 Q3	$7.54M	Buy	+361,095	New	+$7.21M	2.8%	5

Other funds holding BPY

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

BGIM

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

Summit Securities Group's BPY Position: Q4 2020 in Review

Summit Securities Group sold out of Brookfield Property Partners L.P. Limited Partnership Units (BPY) in Q4 2020, closing a stake of 17,700 shares — an estimated $260K sold.

Summit Securities Group first reported a position in BPY in Q3 2018 and held it in 7 quarters. The position peaked at $7.54M in Q3 2018. 157 funds tracked by Wall St. Rank hold BPY as of Q4 2020.

Summit Securities Group reported no remaining Brookfield Property Partners L.P. Limited Partnership Units position as of Q4 2020 after selling out during the quarter.
Summit Securities Group sold 17,700 Brookfield Property Partners L.P. Limited Partnership Units shares in Q4 2020, an estimated $260K.
Summit Securities Group first reported a position in Brookfield Property Partners L.P. Limited Partnership Units in Q3 2018 and held it in 7 quarters.
Summit Securities Group's Brookfield Property Partners L.P. Limited Partnership Units position peaked at $7.54M in Q3 2018.
157 funds tracked by Wall St. Rank held Brookfield Property Partners L.P. Limited Partnership Units as of Q4 2020.

Based on Summit Securities Group's 13F filing for Q4 2020, filed 25 Feb 2021.