We are live on ! Find out more
LPT

Liberty Property Trust
LPT

Delisted

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

371 hedge funds and large institutions have $5.77B invested in Liberty Property Trust in 2018 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 138 increasing their positions, 138 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 138

4% less capital invested

Capital invested by funds: $5.99B → $5.77B (-$216M)

4% less funds holding

Funds holding: 388371 (-17)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

35% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 43

Holders
371
Holders Change
-17
Holders Change %
-4.38%
% of All Funds
8.48%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.14%
New
28
Increased
138
Reduced
138
Closed
43
Calls
$722K
Puts
Net Calls
+$722K
Net Calls Change
+$359K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$917M +$4.3M +98,884 +0.5%
BlackRock
2
BlackRock
New York
$845M -$16.5M -380,422 -2%
State Street
3
State Street
Massachusetts
$344M +$14.9M +343,951 +4%
Invesco
4
Invesco
Georgia
$192M -$47.9M -1,101,946 -19%
SCRM
5
Security Capital Research & Management
Illinois
$177M +$132M +3,028,776 +261%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$157M +$1.5M +34,430 +0.9%
Cohen & Steers
7
Cohen & Steers
New York
$146M +$44.7M +1,029,409 +43%
JP Morgan Chase
8
JP Morgan Chase
New York
$138M +$25.9M +597,054 +22%
CIM
9
Centersquare Investment Management
Pennsylvania
$111M +$21.1M +485,940 +23%
Barrow, Hanley, Mewhinney & Strauss
10
Barrow, Hanley, Mewhinney & Strauss
Texas
$101M -$3.02M -69,566 -3%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$101M +$3.43M +78,976 +3%
VCM
12
V3 Capital Management
Texas
$97.8M +$22M +507,055 +28%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$97M -$520K -11,960 -0.5%
Northern Trust
14
Northern Trust
Illinois
$94.2M -$5.6M -128,965 -5%
Charles Schwab
15
Charles Schwab
California
$80.3M +$5.89M +135,544 +8%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$77.5M +$4.66M +107,272 +6%
Morgan Stanley
17
Morgan Stanley
New York
$73.6M -$11.7M -269,929 -13%
Citadel Advisors
18
Citadel Advisors
Florida
$72.9M -$18.9M -435,643 -20%
Balyasny Asset Management
19
Balyasny Asset Management
Illinois
$68.6M -$5.96M -137,263 -8%
Norges Bank
20
Norges Bank
Norway
$63M
Principal Financial Group
21
Principal Financial Group
Iowa
$57.6M -$6.98M -160,736 -11%
Legal & General Group
22
Legal & General Group
United Kingdom
$49.6M -$180K -4,137 -0.4%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$48.7M +$427K +9,837 +0.9%
PAM
24
Panagora Asset Management
Massachusetts
$42.1M -$10.6M -243,382 -20%
HRES
25
Heitman Real Estate Securities
Illinois
$41.8M +$1.23M +28,338 +3%

LPT Hedge Fund Activity: Q3 2018 in Review

371 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Liberty Property Trust (LPT) for Q3 2018, worth a combined $5.77B — down 3.6% from $5.99B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of LPT and 28 opened new positions — a net loss of 15 holders — while 138 trimmed existing stakes and 138 added.

The largest buyer was Security Capital Research & Management, adding an estimated $132M. The largest seller was Invesco, cutting an estimated $47.9M.

  • 371 institutional investors held Liberty Property Trust (LPT) as of Q3 2018, down from 388 in Q2 2018.
  • Funds reported $5.77B of Liberty Property Trust stock for Q3 2018, down 3.6% quarter-over-quarter.
  • 28 funds opened new Liberty Property Trust positions in Q3 2018 and 43 closed out, a net change of -15 holders.
  • The largest Liberty Property Trust buyer in Q3 2018 was Security Capital Research & Management, an estimated $132M added.
  • The largest Liberty Property Trust seller in Q3 2018 was Invesco, an estimated $47.9M sold.

Based on aggregated 13F filings for Q3 2018.