AG
PPTY

Advisor Group’s US Diversified Real Estate ETF PPTY Stock Holding History

Advisor Group’s Portfolio PPTY Stock Details PPTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$20K Buy
614
+362
+144% +$11.8K ﹤0.01% 3965
2019
Q3 		$8K Buy
+252
New +$7.95K ﹤0.01% 4464

Other funds holding PPTY

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
AWM
Argent Wealth Management Waltham, Massachusetts $602M AUM
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
FCM
Firestone Capital Management Coral Gables, Florida $480M AUM 15.33% 1-Year Est. Return

Advisor Group's PPTY Position: Q4 2019 in Review

Advisor Group increased its US Diversified Real Estate ETF (PPTY) stake by 144% in Q4 2019, buying an estimated $11.8K and bringing the position to 614 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #3965.

Advisor Group first reported a position in PPTY in Q3 2019 and has held it in 2 quarters since. 13 funds tracked by Wall St. Rank hold PPTY as of Q4 2019.

  • Advisor Group held 614 shares of US Diversified Real Estate ETF worth $20K as of Q4 2019.
  • Advisor Group bought 362 US Diversified Real Estate ETF shares in Q4 2019, an estimated $11.8K.
  • US Diversified Real Estate ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3965 holding.
  • Advisor Group first reported a position in US Diversified Real Estate ETF in Q3 2019 and has held it in 2 quarters since.
  • 13 funds tracked by Wall St. Rank held US Diversified Real Estate ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.