FAIM
PPTY

Financial Advocates Investment Management’s US Diversified Real Estate ETF PPTY Stock Holding History

Financial Advocates Investment 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
2021
Q1 		– Sell
-103,449
Closed -$3M – 786
2020
Q4 		$3M Buy
103,449
+3,312
+3% +$91.9K 0.21% 107
2020
Q3 		$2.6M Buy
100,137
+13,663
+16% +$365K 0.22% 92
2020
Q2 		$2.27M Buy
86,474
+260
+0.3% +$6.62K 0.22% 113
2020
Q1 		$2.08M Buy
+86,214
New +$2.63M 0.3% 85

Other funds holding PPTY

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FCM
Firestone Capital Management Coral Gables, Florida $537M AUM 19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Financial Advocates Investment Management's PPTY Position: Q1 2021 in Review

Financial Advocates Investment Management sold out of US Diversified Real Estate ETF (PPTY) in Q1 2021, closing a stake of 103,449 shares — an estimated $3M sold.

Financial Advocates Investment Management first reported a position in PPTY in Q1 2020 and held it in 4 quarters. The position peaked at $3M in Q4 2020. 12 funds tracked by Wall St. Rank hold PPTY as of Q1 2021.

  • Financial Advocates Investment Management reported no remaining US Diversified Real Estate ETF position as of Q1 2021 after selling out during the quarter.
  • Financial Advocates Investment Management sold 103,449 US Diversified Real Estate ETF shares in Q1 2021, an estimated $3M.
  • Financial Advocates Investment Management first reported a position in US Diversified Real Estate ETF in Q1 2020 and held it in 4 quarters.
  • Financial Advocates Investment Management's US Diversified Real Estate ETF position peaked at $3M in Q4 2020.
  • 12 funds tracked by Wall St. Rank held US Diversified Real Estate ETF as of Q1 2021.

Based on Financial Advocates Investment Management's 13F filing for Q1 2021, filed 10 May 2021.