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LPT

Liberty Property Trust
LPT

Delisted

LPT was delisted on the 3rd of February, 2020.

390 hedge funds and large institutions have $6.98B invested in Liberty Property Trust in 2019 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 138 increasing their positions, 131 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 131

4% more capital invested

Capital invested by funds: $6.72B → $6.98B (+$265M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0% more call options, than puts

Call options by funds: $10K | Put options by funds: $10K

3% less funds holding

Funds holding: 400390 (-10)

10% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 48

Holders
390
Holders Change
-10
Holders Change %
-2.5%
% of All Funds
8.47%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
43
Increased
138
Reduced
131
Closed
48
Calls
$10K
Puts
$10K
Net Calls
Net Calls Change
-$286K
Name Holding Trade Value Shares
Change
Change in
Stake
ZB
351
Zions Bancorporation
Utah
$38K
FIB
352
First Interstate Bank
Montana
$35K
S
353
SignatureFD
Georgia
$31K
DWM
354
Destination Wealth Management
California
$31K +$30.1K +615 New
JWM
355
Janiczek Wealth Management
Colorado
$31K +$30.4K +620 New
PCG
356
Private Capital Group
Connecticut
$20K -$45.8K -936 -68%
WAP
357
Wealthcare Advisory Partners
Pennsylvania
$20K -$3.67K -75 -16%
PRC
358
Pearl River Capital
Michigan
$19K -$112K -2,294 -86%
FHA
359
First Horizon Advisors
Tennessee
$18K -$1.66K -34 -8%
CTC
360
Central Trust Company
Missouri
$18K +$1.57K +32 +10%
PFGIA
361
Patriot Financial Group Insurance Agency
Massachusetts
$17K +$16.4K +335 New
JFGIW
362
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17K +$16.9K +345 New
ASN
363
Advisory Services Network
Georgia
$16K +$14K +285 +838%
BCA
364
Berman Capital Advisors
Georgia
$13K
SWA
365
Sutton Wealth Advisors
Florida
$11.5K
CIA
366
CSat Investment Advisory
Michigan
$11K +$11K +225 New
Korea Investment Corp
367
Korea Investment Corp
South Korea
$10K -$729K -14,900 -99%
MSFP
368
Mark Sheptoff Financial Planning
Connecticut
$10K
FGAM
369
Financial Gravity Asset Management
Texas
$7K -$6.61K -135 -51%
SCA
370
Stonebridge Capital Advisors
Minnesota
$7K +$6.76K +138 New
Parallax Volatility Advisers
371
Parallax Volatility Advisers
California
$7K +$6.85K +140 New
TCOV
372
Trust Company of Vermont
Vermont
$6K
CAW
373
Cornerstone Advisors (Washington)
Washington
$6K +$636 +13 +13%
GAM
374
Gemmer Asset Management
California
$4K
LC
375
Lindbrook Capital
California
$4K

LPT Hedge Fund Activity: Q2 2019 in Review

390 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Liberty Property Trust (LPT) for Q2 2019, worth a combined $6.98B — up 3.9% from $6.72B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of LPT and 43 opened new positions — a net loss of 5 holders — while 131 trimmed existing stakes and 138 added.

The largest buyer was JP Morgan Chase, adding an estimated $131M. The largest seller was Cohen & Steers, cutting an estimated $159M.

  • 390 institutional investors held Liberty Property Trust (LPT) as of Q2 2019, down from 400 in Q1 2019.
  • Funds reported $6.98B of Liberty Property Trust stock for Q2 2019, up 3.9% quarter-over-quarter.
  • 43 funds opened new Liberty Property Trust positions in Q2 2019 and 48 closed out, a net change of -5 holders.
  • The largest Liberty Property Trust buyer in Q2 2019 was JP Morgan Chase, an estimated $131M added.
  • The largest Liberty Property Trust seller in Q2 2019 was Cohen & Steers, an estimated $159M sold.

Based on aggregated 13F filings for Q2 2019.