Empirical Asset Management’s US Diversified Real Estate ETF PPTY Stock Holding History

Empirical Asset Management’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	$402K	Sell	13,359 -289	-2%	-$8.93K	0.11%	246
2025 Q4	$411K	Sell	13,648 -18,228	-57%	-$551K	0.12%	229
2025 Q3	$988K	Sell	31,876 -45,023	-59%	-$1.37M	0.27%	93
2025 Q2	$2.34M	Buy	76,899 +2,552	+3%	+$76.7K	0.72%	26
2025 Q1	$2.35M	Buy	74,347 +5,310	+8%	+$170K	0.8%	23
2024 Q4	$2.22M	Buy	69,037 +12	+0%	+$402	0.74%	24
2024 Q3	$2.37M	Buy	69,025 +45,786	+197%	+$1.5M	0.84%	18
2024 Q2	$705K	Buy	+23,239	New	+$682K	0.27%	106

Other funds holding PPTY

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return

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

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Empirical Asset Management's PPTY Position: Q1 2026 in Review

Empirical Asset Management reduced its US Diversified Real Estate ETF (PPTY) stake by 2.1% in Q1 2026, selling an estimated $8.93K and leaving 13,359 shares worth $402K. The position accounts for 0.11% of the portfolio, ranked #246.

Empirical Asset Management first reported a position in PPTY in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.37M in Q3 2024. 24 funds tracked by Wall St. Rank hold PPTY as of Q1 2026.

Empirical Asset Management held 13,359 shares of US Diversified Real Estate ETF worth $402K as of Q1 2026.
Empirical Asset Management sold 289 US Diversified Real Estate ETF shares in Q1 2026, an estimated $8.93K.
US Diversified Real Estate ETF made up 0.11% of Empirical Asset Management's portfolio in Q1 2026, its #246 holding.
Empirical Asset Management first reported a position in US Diversified Real Estate ETF in Q2 2024 and has held it in 8 quarters since.
Empirical Asset Management's US Diversified Real Estate ETF position peaked at $2.37M in Q3 2024.
24 funds tracked by Wall St. Rank held US Diversified Real Estate ETF as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.