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LPT

Liberty Property Trust
LPT

Delisted

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

310 hedge funds and large institutions have $5.31B invested in Liberty Property Trust in 2015 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 131 increasing their positions, 88 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 15

49% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 88

8% more funds holding

Funds holding: 287310 (+23)

6% less capital invested

Capital invested by funds: $5.62B → $5.31B (-$311M)

25% less call options, than puts

Call options by funds: $89K | Put options by funds: $118K

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
310
Holders Change
+23
Holders Change %
+8.01%
% of All Funds
8.26%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
42
Increased
131
Reduced
88
Closed
15
Calls
$89K
Puts
$118K
Net Calls
-$29K
Net Calls Change
-$6K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$756M +$29.8M +783,167 +4%
JP Morgan Chase
2
JP Morgan Chase
New York
$301M +$5.6M +147,131 +2%
CIMLRA
3
CBRE Investment Management Listed Real Assets
Pennsylvania
$267M +$58.5M +1,537,715 +26%
Invesco
4
Invesco
Georgia
$260M +$2.3M +60,443 +0.8%
Morgan Stanley
5
Morgan Stanley
New York
$256M +$13.3M +348,448 +5%
SAMC
6
Shinko Asset Management Company
Japan
$246M +$141K +3,700 +0.1%
BIT
7
BlackRock Institutional Trust
California
$224M +$5.5M +144,365 +2%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$209M +$10.5M +274,666 +5%
BFA
9
BlackRock Fund Advisors
California
$202M +$5.59M +146,863 +3%
State Street
10
State Street
Massachusetts
$189M +$5.89M +154,605 +3%
Goldman Sachs
11
Goldman Sachs
New York
$163M +$15.3M +401,695 +10%
SFM
12
Systematic Financial Management
New Jersey
$152M -$44.9M -1,180,253 -22%
Cohen & Steers
13
Cohen & Steers
New York
$134M -$59.3M -1,556,137 -29%
BC
14
Brookfield Corp
Ontario, Canada
$93.7M -$23.4M -613,854 -19%
Northern Trust
15
Northern Trust
Illinois
$76.7M +$1.5M +39,417 +2%
N
16
Nuveen
North Carolina
$73.9M -$1.59M -41,785 -2%
CNB
17
City National Bank
California
$73.3M +$6.95M +182,493 +10%
BG
18
BlackRock Group
United Kingdom
$70M -$2.87M -75,379 -4%
ACM
19
AEW Capital Management
Massachusetts
$69.5M -$3.83M -100,600 -5%
DPIM
20
Duff & Phelps Investment Management
Illinois
$67.1M -$2.03M -53,300 -3%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$65.8M +$549K +14,422 +0.8%
BNP Paribas Asset Management
22
BNP Paribas Asset Management
France
$56.3M -$1.85M -48,520 -3%
AAMU
23
APG Asset Management US
New York
$42.7M +$23.4M +613,500 +105%
ClearBridge Investments
24
ClearBridge Investments
New York
$42.1M +$2.82M +74,133 +7%
Norges Bank
25
Norges Bank
Norway
$41.3M +$4.64K +122 +0%

LPT Hedge Fund Activity: Q1 2015 in Review

310 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Liberty Property Trust (LPT) for Q1 2015, worth a combined $5.31B — down 5.5% from $5.62B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new LPT positions and 15 closed out — a net gain of 27 holders — while 131 added to existing stakes and 88 trimmed.

The largest buyer was CBRE Investment Management Listed Real Assets, adding an estimated $58.5M. The largest seller was Deutsche Bank, cutting an estimated $104M.

  • 310 institutional investors held Liberty Property Trust (LPT) as of Q1 2015, up from 287 in Q4 2014.
  • Funds reported $5.31B of Liberty Property Trust stock for Q1 2015, down 5.5% quarter-over-quarter.
  • 42 funds opened new Liberty Property Trust positions in Q1 2015 and 15 closed out, a net change of +27 holders.
  • The largest Liberty Property Trust buyer in Q1 2015 was CBRE Investment Management Listed Real Assets, an estimated $58.5M added.
  • The largest Liberty Property Trust seller in Q1 2015 was Deutsche Bank, an estimated $104M sold.

Based on aggregated 13F filings for Q1 2015.