AP
PPTY

Appleton Partners’s US Diversified Real Estate ETF PPTY Stock Holding History

Appleton Partners’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
2025
Q1 		– Sell
-6,755
Closed -$217K – 254
2024
Q4 		$217K Hold
6,755
– – 0.02% 241
2024
Q3 		$232K Hold
6,755
– – 0.02% 246
2024
Q2 		$205K Sell
6,755
-350
-5% -$10.3K 0.02% 254
2024
Q1 		$215K Hold
7,105
– – 0.02% 261
2023
Q4 		$215K Buy
+7,105
New +$195K 0.02% 281
2023
Q3 		– Sell
-7,090
Closed -$205K – 303
2023
Q2 		$205K Sell
7,090
-2,475
-26% -$68.7K 0.02% 284
2023
Q1 		$269K Sell
9,565
-1,810
-16% -$52.8K 0.02% 265
2022
Q4 		$319K Sell
11,375
-4,786
-30% -$136K 0.03% 247
2022
Q3 		$444K Sell
16,161
-2,625
-14% -$82.4K 0.04% 207
2022
Q2 		$581K Sell
18,786
-542
-3% -$18.5K 0.05% 186
2022
Q1 		$734K Sell
19,328
-270
-1% -$9.97K 0.06% 177
2021
Q4 		$774K Sell
19,598
-18
-0.1% -$677 0.06% 180
2021
Q3 		$688K Buy
19,616
+260
+1% +$9.32K 0.06% 182
2021
Q2 		$669K Sell
19,356
-155
-0.8% -$5.25K 0.06% 178
2021
Q1 		$619K Buy
19,511
+4,100
+27% +$124K 0.06% 181
2020
Q4 		$447K Buy
15,411
+2,386
+18% +$66.2K 0.04% 194
2020
Q3 		$339K Buy
+13,025
New +$348K 0.04% 211

Other funds holding PPTY

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
EAM
Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return

Appleton Partners's PPTY Position: Q1 2025 in Review

Appleton Partners sold out of US Diversified Real Estate ETF (PPTY) in Q1 2025, closing a stake of 6,755 shares — an estimated $217K sold.

Appleton Partners first reported a position in PPTY in Q3 2020 and held it in 17 quarters. The position peaked at $774K in Q4 2021. 23 funds tracked by Wall St. Rank hold PPTY as of Q1 2025.

  • Appleton Partners reported no remaining US Diversified Real Estate ETF position as of Q1 2025 after selling out during the quarter.
  • Appleton Partners sold 6,755 US Diversified Real Estate ETF shares in Q1 2025, an estimated $217K.
  • Appleton Partners first reported a position in US Diversified Real Estate ETF in Q3 2020 and held it in 17 quarters.
  • Appleton Partners's US Diversified Real Estate ETF position peaked at $774K in Q4 2021.
  • 23 funds tracked by Wall St. Rank held US Diversified Real Estate ETF as of Q1 2025.

Based on Appleton Partners's 13F filing for Q1 2025, filed 22 Apr 2025.