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 Q2	$676K	Buy	19,743 +793	+4%	+$25.9K	0.01%	968
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

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Vident Advisory Alpharetta, Georgia $13.9B AUM 53.47% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

OFS

OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Arkadios Wealth Advisors's PPTY Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its US Diversified Real Estate ETF (PPTY) stake by 4.2% in Q2 2026, buying an estimated $25.9K and bringing the position to 19,743 shares worth $676K. The position accounts for 0.01% of the portfolio, ranked #968.

Arkadios Wealth Advisors first reported a position in PPTY in Q3 2024 and has held it in 8 quarters since. 21 funds tracked by Wall St. Rank hold PPTY as of Q2 2026.

Arkadios Wealth Advisors held 19,743 shares of US Diversified Real Estate ETF worth $676K as of Q2 2026.
Arkadios Wealth Advisors bought 793 US Diversified Real Estate ETF shares in Q2 2026, an estimated $25.9K.
US Diversified Real Estate ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #968 holding.
Arkadios Wealth Advisors first reported a position in US Diversified Real Estate ETF in Q3 2024 and has held it in 8 quarters since.
21 funds tracked by Wall St. Rank held US Diversified Real Estate ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.