WealthPLAN Partners, LLC - LIBERTY PPTY TR ownership

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of LIBERTY PPTY TR
ValueSharesWeighting
Q1 2019$548,000
+3.0%
11,410
+2.0%
0.09%0.0%
Q4 2018$532,000
+15.7%
11,190
+6.0%
0.09%
+2.4%
Q3 2018$460,000
+10.6%
10,555
+12.5%
0.08%
-1.2%
Q2 2018$416,000
+14.0%
9,385
+2.4%
0.08%
+6.2%
Q1 2018$365,000
+80.7%
9,165
+95.2%
0.08%
+48.1%
Q4 2017$202,0004,6950.05%
Other shareholders
LIBERTY PPTY TR shareholders Q3 2023
NameSharesValueWeighting ↓
REAL ESTATE MANAGEMENT SERVICES LLC 911,200$36,767,0006.22%
GARLAND CAPITAL MANAGEMENT INC 105,430$4,254,0003.45%
EII CAPITAL MANAGEMENT, INC. 275,600$11,120,0003.39%
Cordasco Financial Network 60,000$2,383,0002.73%
Neuberger Berman Canada ULC 195,704$7,897,0002.39%
HEITMAN REAL ESTATE SECURITIES LLC 989,050$39,908,0002.27%
Waterfront Capital Partners, LLC 362,250$14,617,0002.10%
Shinko Asset Management Co., Ltd. 6,574,956$265,299,0001.80%
Clean Yield Group 94,407$3,809,0001.66%
SECURITY CAPITAL RESEARCH & MANAGEMENT INC 1,105,329$44,600,0001.57%
View complete list of LIBERTY PPTY TR shareholders