SLWS
BPYU

Swaine & Leidel Wealth Services’s Brookfield Property REIT Inc. Class A Common Stock BPYU Stock Holding History

Swaine & Leidel Wealth Services’s Portfolio BPYU Stock Details BPYU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-194,596
Closed -$1.94M – 57
2020
Q2 		$1.94M Buy
194,596
+38,836
+25% +$391K 1.97% 27
2020
Q1 		$1.32M Buy
155,760
+11,504
+8% +$187K 1.37% 34
2019
Q4 		$2.66M Buy
144,256
+14,864
+11% +$281K 2.22% 30
2019
Q3 		$2.64M Buy
+129,392
New +$2.5M 2.39% 16

Other funds holding BPYU

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
MIRH
Madison International Realty Holdings New York $54.9M AUM
CIM
Corda Investment Management Houston, Texas $1.63B AUM 41.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Swaine & Leidel Wealth Services's BPYU Position: Q3 2020 in Review

Swaine & Leidel Wealth Services sold out of Brookfield Property REIT Inc. Class A Common Stock (BPYU) in Q3 2020, closing a stake of 194,596 shares — an estimated $1.94M sold.

Swaine & Leidel Wealth Services first reported a position in BPYU in Q3 2019 and held it in 4 quarters. The position peaked at $2.66M in Q4 2019. 162 funds tracked by Wall St. Rank hold BPYU as of Q3 2020.

  • Swaine & Leidel Wealth Services reported no remaining Brookfield Property REIT Inc. Class A Common Stock position as of Q3 2020 after selling out during the quarter.
  • Swaine & Leidel Wealth Services sold 194,596 Brookfield Property REIT Inc. Class A Common Stock shares in Q3 2020, an estimated $1.94M.
  • Swaine & Leidel Wealth Services first reported a position in Brookfield Property REIT Inc. Class A Common Stock in Q3 2019 and held it in 4 quarters.
  • Swaine & Leidel Wealth Services's Brookfield Property REIT Inc. Class A Common Stock position peaked at $2.66M in Q4 2019.
  • 162 funds tracked by Wall St. Rank held Brookfield Property REIT Inc. Class A Common Stock as of Q3 2020.

Based on Swaine & Leidel Wealth Services's 13F filing for Q3 2020, filed 12 Nov 2020.