Triad Investment Management’s Brookfield Property REIT Inc. Class A Common Stock BPYU Stock Holding History

Triad Investment Management’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 Q4	$4.63M	Sell	309,920 -77,646	-20%	-$1.18M	5.14%	2
2020 Q3	$4.74M	Sell	387,566 -14,973	-4%	-$172K	6.72%	1
2020 Q2	$4.01M	Buy	402,539 +7,911	+2%	+$79.6K	5.43%	1
2020 Q1	$3.35M	Buy	394,628 +165,067	+72%	+$2.68M	5.82%	2
2019 Q4	$4.23M	Buy	229,561 +168,267	+275%	+$3.19M	4.1%	6
2019 Q3	$1.25M	Hold	61,294	–	–	1.36%	32
2019 Q2	$1.16M	Sell	61,294 -2,545	-4%	-$50.7K	1.2%	32
2019 Q1	$1.31M	Buy	63,839 +46,615	+271%	+$884K	1.33%	32
2018 Q4	$277K	Buy	+17,224	New	+$314K	0.36%	44

Other funds holding BPYU

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

CIM

Corda Investment Management Houston, Texas $1.63B AUM 41.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Triad Investment Management's BPYU Position: Q4 2020 in Review

Triad Investment Management reduced its Brookfield Property REIT Inc. Class A Common Stock (BPYU) stake by 20% in Q4 2020, selling an estimated $1.18M and leaving 309,920 shares worth $4.63M. The position accounts for 5.14% of the portfolio, ranked #2.

Triad Investment Management first reported a position in BPYU in Q4 2018 and has held it in 9 quarters since. The position peaked at $4.74M in Q3 2020. 161 funds tracked by Wall St. Rank hold BPYU as of Q4 2020.

Triad Investment Management held 309,920 shares of Brookfield Property REIT Inc. Class A Common Stock worth $4.63M as of Q4 2020.
Triad Investment Management sold 77,646 Brookfield Property REIT Inc. Class A Common Stock shares in Q4 2020, an estimated $1.18M.
Brookfield Property REIT Inc. Class A Common Stock made up 5.14% of Triad Investment Management's portfolio in Q4 2020, its #2 holding.
Triad Investment Management first reported a position in Brookfield Property REIT Inc. Class A Common Stock in Q4 2018 and has held it in 9 quarters since.
Triad Investment Management's Brookfield Property REIT Inc. Class A Common Stock position peaked at $4.74M in Q3 2020.
161 funds tracked by Wall St. Rank held Brookfield Property REIT Inc. Class A Common Stock as of Q4 2020.

Based on Triad Investment Management's 13F filing for Q4 2020, filed 20 Jan 2021.