WIM
LPT

Westside Investment Management’s Liberty Property Trust LPT Stock Holding History

Westside Investment 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
2018
Q4 		$2.35K Hold
56
– – ﹤0.01% 621
2018
Q3 		$2.35K Hold
56
– – ﹤0.01% 665
2018
Q2 		$2.46K Hold
56
– – ﹤0.01% 755
2018
Q1 		$2.19K Hold
56
– – ﹤0.01% 755
2017
Q4 		$2.35K Buy
+56
New +$2.43K ﹤0.01% 777

Other funds holding LPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Westside Investment Management's LPT Position: Q4 2018 in Review

Westside Investment Management held its Liberty Property Trust (LPT) position steady in Q4 2018 at 56 shares worth $2.35K. The position accounts for ﹤0.01% of the portfolio, ranked #621.

Westside Investment Management first reported a position in LPT in Q4 2017 and has held it in 5 quarters since. The position peaked at $2.46K in Q2 2018. 394 funds tracked by Wall St. Rank hold LPT as of Q4 2018.

  • Westside Investment Management held 56 shares of Liberty Property Trust worth $2.35K as of Q4 2018.
  • Westside Investment Management left its Liberty Property Trust share count unchanged in Q4 2018.
  • Liberty Property Trust made up ﹤0.01% of Westside Investment Management's portfolio in Q4 2018, its #621 holding.
  • Westside Investment Management first reported a position in Liberty Property Trust in Q4 2017 and has held it in 5 quarters since.
  • Westside Investment Management's Liberty Property Trust position peaked at $2.46K in Q2 2018.
  • 394 funds tracked by Wall St. Rank held Liberty Property Trust as of Q4 2018.

Based on Westside Investment Management's 13F filing for Q4 2018, filed 5 Feb 2019.