WHG
LPT

Westwood Holdings Group’s Liberty Property Trust LPT Stock Holding History

Westwood Holdings Group’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
2020
Q1 		– Sell
-5,226
Closed -$314K – 553
2019
Q4 		$314K Sell
5,226
-384
-7% -$22K ﹤0.01% 419
2019
Q3 		$288K Hold
5,610
– – ﹤0.01% 399
2019
Q2 		$281K Sell
5,610
-600
-10% -$29.4K ﹤0.01% 430
2019
Q1 		$301K Sell
6,210
-2,790
-31% -$130K ﹤0.01% 371
2018
Q4 		$377K Sell
9,000
-1,565
-15% -$67.5K ﹤0.01% 352
2018
Q3 		$446K Sell
10,565
-210
-2% -$9.12K ﹤0.01% 353
2018
Q2 		$478K Buy
10,775
+335
+3% +$14.2K ﹤0.01% 370
2018
Q1 		$415K Buy
10,440
+950
+10% +$38.3K ﹤0.01% 371
2017
Q4 		$408K Sell
9,490
-500
-5% -$21.7K ﹤0.01% 361
2017
Q3 		$410K Sell
9,990
-1,100
-10% -$46K ﹤0.01% 356
2017
Q2 		$451K Sell
11,090
-12,818
-54% -$527K ﹤0.01% 355
2017
Q1 		$922K Buy
23,908
+115
+0.5% +$4.49K 0.01% 314
2016
Q4 		$940K Sell
23,793
-898
-4% -$35.2K 0.01% 345
2016
Q3 		$997K Sell
24,691
-4,639
-16% -$188K 0.01% 348
2016
Q2 		$1.17M Sell
29,330
-5,200
-15% -$189K 0.01% 304
2016
Q1 		$1.16M Buy
34,530
+930
+3% +$27.9K 0.01% 294
2015
Q4 		$1.04M Hold
33,600
– – 0.01% 306
2015
Q3 		$1.06M Buy
33,600
+1,300
+4% +$42.2K 0.01% 303
2015
Q2 		$1.04M Buy
32,300
+2,900
+10% +$101K 0.01% 312
2015
Q1 		$1.05M Sell
29,400
-200
-0.7% -$7.62K 0.01% 299
2014
Q4 		$1.11M Hold
29,600
– – 0.01% 300
2014
Q3 		$984K Sell
29,600
-600
-2% -$21.5K 0.01% 300
2014
Q2 		$1.15M Hold
30,200
– – 0.01% 284
2014
Q1 		$1.12M Sell
30,200
-500
-2% -$18.1K 0.01% 277
2013
Q4 		$1.04M Buy
30,700
+4,000
+15% +$140K 0.01% 277
2013
Q3 		$951K Buy
26,700
+3,300
+14% +$121K 0.01% 294
2013
Q2 		$865K Buy
+23,400
New +$956K 0.01% 300

Other funds holding LPT

MPPLM
Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin $425M AUM 28.89% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Westwood Holdings Group's LPT Position: Q1 2020 in Review

Westwood Holdings Group sold out of Liberty Property Trust (LPT) in Q1 2020, closing a stake of 5,226 shares — an estimated $314K sold.

Westwood Holdings Group first reported a position in LPT in Q2 2013 and held it in 27 quarters. The position peaked at $1.17M in Q2 2016. 2 funds tracked by Wall St. Rank hold LPT as of Q1 2020.

  • Westwood Holdings Group reported no remaining Liberty Property Trust position as of Q1 2020 after selling out during the quarter.
  • Westwood Holdings Group sold 5,226 Liberty Property Trust shares in Q1 2020, an estimated $314K.
  • Westwood Holdings Group first reported a position in Liberty Property Trust in Q2 2013 and held it in 27 quarters.
  • Westwood Holdings Group's Liberty Property Trust position peaked at $1.17M in Q2 2016.
  • 2 funds tracked by Wall St. Rank held Liberty Property Trust as of Q1 2020.

Based on Westwood Holdings Group's 13F filing for Q1 2020, filed 15 May 2020.