FCI
PPTY

Financial Counselors Inc’s US Diversified Real Estate ETF PPTY Stock Holding History

Financial Counselors Inc’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
2024
Q3 		– Sell
-18,089
Closed -$549K – 595
2024
Q2 		$549K Sell
18,089
-340
-2% -$9.98K 0.01% 388
2024
Q1 		$559K Buy
18,429
+10,740
+140% +$318K 0.01% 398
2023
Q4 		$233K Sell
7,689
-101
-1% -$2.78K ﹤0.01% 532
2023
Q3 		$209K Buy
+7,790
New +$225K ﹤0.01% 534

Other funds holding PPTY

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Financial Counselors Inc's PPTY Position: Q3 2024 in Review

Financial Counselors Inc sold out of US Diversified Real Estate ETF (PPTY) in Q3 2024, closing a stake of 18,089 shares — an estimated $549K sold.

Financial Counselors Inc first reported a position in PPTY in Q3 2023 and held it in 4 quarters. The position peaked at $559K in Q1 2024. 21 funds tracked by Wall St. Rank hold PPTY as of Q3 2024.

  • Financial Counselors Inc reported no remaining US Diversified Real Estate ETF position as of Q3 2024 after selling out during the quarter.
  • Financial Counselors Inc sold 18,089 US Diversified Real Estate ETF shares in Q3 2024, an estimated $549K.
  • Financial Counselors Inc first reported a position in US Diversified Real Estate ETF in Q3 2023 and held it in 4 quarters.
  • Financial Counselors Inc's US Diversified Real Estate ETF position peaked at $559K in Q1 2024.
  • 21 funds tracked by Wall St. Rank held US Diversified Real Estate ETF as of Q3 2024.

Based on Financial Counselors Inc's 13F filing for Q3 2024, filed 14 Nov 2024.