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BFC Planning, Inc.’s US Diversified Real Estate ETF PPTY Stock Holding History

BFC Planning, 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
2026
Q1 		– Sell
-399
Closed -$12K – 3252
2025
Q4 		$12K Hold
399
– – ﹤0.01% 1986
2025
Q3 		$12.4K Hold
399
– – ﹤0.01% 1807
2025
Q2 		$12.1K Hold
399
– – ﹤0.01% 1711
2025
Q1 		$12.6K Hold
399
– – ﹤0.01% 1668
2024
Q4 		$12.8K Buy
+399
New +$13.4K ﹤0.01% 1651

Other funds holding PPTY

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Summit Financial
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vident Advisory
Vident Advisory Alpharetta, Georgia $13.9B AUM 53.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
OneAscent Financial Services
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return
Arkadios Wealth Advisors
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Empirical Asset Management
Empirical Asset Management Wellesley, Massachusetts $444M AUM 40.6% 1-Year Est. Return

BFC Planning, Inc.'s PPTY Position: Q1 2026 in Review

BFC Planning, Inc. sold out of US Diversified Real Estate ETF (PPTY) in Q1 2026, closing a stake of 399 shares — an estimated $12K sold.

BFC Planning, Inc. first reported a position in PPTY in Q4 2024 and held it in 5 quarters. The position peaked at $12.8K in Q4 2024. 24 funds tracked by Wall St. Rank hold PPTY as of Q1 2026.

  • BFC Planning, Inc. reported no remaining US Diversified Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • BFC Planning, Inc. sold 399 US Diversified Real Estate ETF shares in Q1 2026, an estimated $12K.
  • BFC Planning, Inc. first reported a position in US Diversified Real Estate ETF in Q4 2024 and held it in 5 quarters.
  • BFC Planning, Inc.'s US Diversified Real Estate ETF position peaked at $12.8K in Q4 2024.
  • 24 funds tracked by Wall St. Rank held US Diversified Real Estate ETF as of Q1 2026.

Based on BFC Planning, Inc.'s 13F filing for Q1 2026, filed 29 Oct 2026.