AWA
PPTY

Arkadios Wealth Advisors’s US Diversified Real Estate ETF PPTY Stock Holding History

Arkadios Wealth Advisors’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
2026
Q1 		$571K Buy
18,950
+1,406
+8% +$43.5K 0.01% 1051
2025
Q4 		$528K Sell
17,544
-57
-0.3% -$1.72K 0.01% 974
2025
Q3 		$546K Sell
17,601
-117
-0.7% -$3.57K 0.01% 895
2025
Q2 		$539K Buy
17,718
+1,367
+8% +$41.1K 0.02% 814
2025
Q1 		$516K Buy
16,351
+978
+6% +$31.3K 0.02% 695
2024
Q4 		$494K Buy
15,373
+1,325
+9% +$44.4K 0.03% 546
2024
Q3 		$483K Buy
+14,048
New +$459K 0.03% 547

Other funds holding PPTY

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EAM
Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Arkadios Wealth Advisors's PPTY Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its US Diversified Real Estate ETF (PPTY) stake by 8% in Q1 2026, buying an estimated $43.5K and bringing the position to 18,950 shares worth $571K. The position accounts for 0.01% of the portfolio, ranked #1051.

Arkadios Wealth Advisors first reported a position in PPTY in Q3 2024 and has held it in 7 quarters since. 24 funds tracked by Wall St. Rank hold PPTY as of Q1 2026.

  • Arkadios Wealth Advisors held 18,950 shares of US Diversified Real Estate ETF worth $571K as of Q1 2026.
  • Arkadios Wealth Advisors bought 1,406 US Diversified Real Estate ETF shares in Q1 2026, an estimated $43.5K.
  • US Diversified Real Estate ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1051 holding.
  • Arkadios Wealth Advisors first reported a position in US Diversified Real Estate ETF in Q3 2024 and has held it in 7 quarters since.
  • 24 funds tracked by Wall St. Rank held US Diversified Real Estate ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.