US Diversified Real Estate ETF

PPTY

Market cap $35.6M

Overview Fund Activity

30.95 USD

-0.17

0.55%

At close Updated Sep 17, 4:00 PM EDT

1 day

-0.55%

5 days

-0.58%

1 month

4.42%

3 months

1.44%

6 months

-2.4%

Year to date

-3.07%

1 year

-10.24%

5 years

14%

10 years

22.43%

0

Funds holding %

of 7,463 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

4% less funds holding

Funds holding: 23 [Q1] → 22 (-1) [Q2]

7.65% less ownership

Funds ownership: 71.24% [Q1] → 63.58% (-7.65%) [Q2]

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

36% less capital invested

Capital invested by funds: $39.4M [Q1] → $25.1M (-$14.2M) [Q2]

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Financial journalist opinion

Based on 3 articles about PPTY published over the past 30 days

The State Of REITs: September 2025 Edition

REITs performed very well in August (+5.48%), almost pulling the REIT sector's year-to-date total return back into the black (-1.11%). Small cap (+7.52%) and mid cap REITs (+7.13%) averaged strong gains in August while large caps (+3.16%) and micro caps (+0.87%) averaged more modest returns. 83.87% of REIT securities had a positive total return in August.

The State Of REITs: September 2025 Edition

Slacking Into A Rate Cut

U.S. equity markets pushed higher this past week - while short-term benchmark interest rates plunged to three-year lows - after employment data provided decisive evidence of cooling labor markets. Viewed by markets as a "Goldilocks" set of reports, the reports showed slowing - but still positive - job growth in August alongside consistent evidence of cooling wage pressures and emerging slack. A notable milestone after several years of ultra-tight labor markets, the number of job seekers surpassed the number of available job openings for the first time since April 2021.

Slacking Into A Rate Cut

Powell Pivot Sparks REIT Rebound

U.S. equity markets notched another series of record highs this week, surging into the weekend after surprisingly dovish commentary from Federal Reserve Chair Powell, who hinted at imminent rate cuts. Powell used his final Jackson Hole speech as Fed Chair to deliver a clear policy pivot, an unexpected reversal after months of insistence that tariff-related inflation warranted a hawkish framework. Markets were equally relieved by the policy-focused nature of Powell's speech amid speculation that the address may be used instead as a potential defiant sermon on central bank independence.

Powell Pivot Sparks REIT Rebound

Disinflation Dividend: REIT Earnings Scorecard

A surprising solid REIT earnings season wrapped up this week. Of the 100 equity REITs that provide full-year FFO guidance, 62% raised their outlook - above the historical 55% average. Disinflation was a surprisingly common thread across second-quarter results, with the majority of the upside revisions being driven by improved expense expectations - the highest quantity of expense reductions ever. Healthcare REITs were notable upside standouts as senior housing fundamentals remained stellar, while skilled nursing REITs received some good news on the policy front via healthy CMS Medicare rate increases.

Disinflation Dividend: REIT Earnings Scorecard

Behind The (Revised) Curve

U.S. equity markets fell sharply this week, while benchmark interest rates retreated to three-month lows, after revised employment data showed that job growth was far weaker than initially reported. The BLS payrolls report showed softer-than-expected hiring in July and the steepest two-month downward revisions to jobs growth since 2020, raising concern that the Fed may be "behind the curve." The downward revisions came days after Fed Chair Powell used it as the primary evidence for "solid" labor markets, which justified the FOMC's decision to keep rates in "restrictive" territory.

Behind The (Revised) Curve

Return-To-Office Shift Fuels Potential Turnaround For Office REITs

Return to office mandates are providing a boost to REITs. Some deal activity has also been a tailwind. Tariffs and slowing residential rent growth remain headwinds.

Return-To-Office Shift Fuels Potential Turnaround For Office REITs

Why Consider U.S. REITs Now?

Most US REITs make nearly 90% of their revenue domestically, compared to 72% for typical U.S. stocks. Healthcare, residential, and needs-based retail are less affected by trade disruptions, while office, lodging, and timber are more vulnerable. They're trading at a -2.79x earnings multiple discount to US stocks - one of the widest gaps in decades.

Why Consider U.S. REITs Now?

Powell Pressured As Inflation Cools

U.S. equity markets climbed to fresh record-highs this week after a critical slate of inflation data showed that tariff-driven inflation remains muted, while rumors of a potential Powell termination swirled. Supported by data this week showing that core inflation cooled to its slowest pace in over three years, the White House reignited the heat on the head of the Fed. Rebounding from modest declines last week, the S&P 500 advanced 0.6%, notching record highs in three of the past four weeks following a five-month drought.

Powell Pressured As Inflation Cools

REITs Score Key Tax Bill Wins

U.S. equity markets closed the Independence Day week at record highs after Congress approved the GOP's sweeping tax cut and spending megabill, while employment data indicated "Goldilocks" labor market trends. The Big Beautiful Bill extends and enhances key elements of the 2017 tax cuts and boosts State and Local Tax ("SALT") deductions, while overhauling eligibility requirements for government benefits programs. The real estate and homebuilding industry scored some key "wins" in the legislation, which made permanent the 20% QBI deduction for REIT dividend income and relaxed some REIT tax rules.

REITs Score Key Tax Bill Wins

REITs: Unloved, Unwanted, Undervalued

REITweek, the annual REIT industry conference, was held last week in New York City. Humbled by frustratingly persistent interest rate headwinds and historic underperformance, the venue halls were again quiet.

REITs: Unloved, Unwanted, Undervalued

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