WT
BPYU

Whittier Trust’s Brookfield Property REIT Inc. Class A Common Stock BPYU Stock Holding History

Whittier Trust’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
Q1 		– Sell
-1,300
Closed -$24K – 1637
2019
Q4 		$24K Hold
1,300
– – ﹤0.01% 997
2019
Q3 		$26K Buy
+1,300
New +$25.1K ﹤0.01% 977

Other funds holding BPYU

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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Whittier Trust's BPYU Position: Q1 2020 in Review

Whittier Trust sold out of Brookfield Property REIT Inc. Class A Common Stock (BPYU) in Q1 2020, closing a stake of 1,300 shares — an estimated $24K sold.

Whittier Trust first reported a position in BPYU in Q3 2019 and held it in 2 quarters. The position peaked at $26K in Q3 2019. 198 funds tracked by Wall St. Rank hold BPYU as of Q1 2020.

  • Whittier Trust reported no remaining Brookfield Property REIT Inc. Class A Common Stock position as of Q1 2020 after selling out during the quarter.
  • Whittier Trust sold 1,300 Brookfield Property REIT Inc. Class A Common Stock shares in Q1 2020, an estimated $24K.
  • Whittier Trust first reported a position in Brookfield Property REIT Inc. Class A Common Stock in Q3 2019 and held it in 2 quarters.
  • Whittier Trust's Brookfield Property REIT Inc. Class A Common Stock position peaked at $26K in Q3 2019.
  • 198 funds tracked by Wall St. Rank held Brookfield Property REIT Inc. Class A Common Stock as of Q1 2020.

Based on Whittier Trust's 13F filing for Q1 2020, filed 27 Apr 2020.